We are live on ! Find out more
JHI

John Hancock Investors Trust
JHI

40 hedge funds and large institutions have $31.1M invested in John Hancock Investors Trust in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

30% more capital invested

Capital invested by funds: $23.9M → $31.1M (+$7.14M)

14% more funds holding

Funds holding: 35 → 40 (+5)

3.16% more ownership

Funds ownership: 19.47% → 22.63% (+3.2%)

Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
16
Reduced
11
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$2.28M
2
WAM
Wolverine Asset Management
Illinois
+$516K
3
1CP
1607 Capital Partners
Virginia
+$502K
4
Wells Fargo
Wells Fargo
California
+$281K
5
PAS
Park Avenue Securities
New York
+$262K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$196K
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$90.9K
3
LPL Financial
LPL Financial
California
-$28K
4
RCM
Robinson Capital Management
Michigan
-$25.4K
5
CIA
Capital Investment Advisors
Georgia
-$21.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
26
ProVise Management Group
Florida
$164K +$160K +10,375 New
RW
27
REDW Wealth
New Mexico
$160K – – –
FHA
28
Flagship Harbor Advisors
Massachusetts
$114K -$7.71K -500 -6%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$96K +$170 +11 +0.2%
FHA
30
First Horizon Advisors
Tennessee
$95K – – –
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$56K +$44.3K +2,869 +433%
LWCFA
32
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$37K – – –
GWM
33
Geneos Wealth Management
Colorado
$32K +$12.3K +800 +63%
BAM
34
Bruderman Asset Management
New York
$16K – – –
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$12K -$9.26K -600 -44%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$6K -$90.9K -5,892 -95%
OIA
37
Optimum Investment Advisors
Illinois
$6K – – –
FHB
38
First Hawaiian Bank
Hawaii
$3K – – –
YWP
39
YorkBridge Wealth Partners
New York
$2K – – –
MWM
40
Mascoma Wealth Management
New Hampshire
$1K +$771 +50 New
1
2

JHI Hedge Fund Activity: Q1 2019 in Review

40 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q1 2019, worth a combined $31.1M — up 30% from $23.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JHI positions and 0 closed out — a net gain of 5 holders — while 16 added to existing stakes and 11 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $2.28M. The largest seller was Invesco, cutting an estimated $196K.

  • 40 institutional investors held John Hancock Investors Trust (JHI) as of Q1 2019, up from 35 in Q4 2018.
  • Funds reported $31.1M of John Hancock Investors Trust stock for Q1 2019, up 30% quarter-over-quarter.
  • 5 funds opened new John Hancock Investors Trust positions in Q1 2019 and 0 closed out, a net change of +5 holders.
  • The largest John Hancock Investors Trust buyer in Q1 2019 was Shaker Financial Services, an estimated $2.28M added.
  • The largest John Hancock Investors Trust seller in Q1 2019 was Invesco, an estimated $196K sold.

Based on aggregated 13F filings for Q1 2019.