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JHI

John Hancock Investors Trust

41 hedge funds and large institutions have $34.3M invested in John Hancock Investors Trust in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

10% more capital invested

Capital invested by funds: $31.1M → $34.3M (+$3.26M)

3% more funds holding

Funds holding: 4041 (+1)

1.41% more ownership

Funds ownership: 22.63%24.04% (+1.4%)

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$178K +$3.6K +224 +2%
SIA
27
Sit Investment Associates
Minnesota
$168K -$20.8K -1,292 -11%
PMG
28
ProVise Management Group
Florida
$167K -$3.22K -200 -2%
RW
29
REDW Wealth
New Mexico
$166K
FHA
30
Flagship Harbor Advisors
Massachusetts
$118K
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$113K +$13.2K +822 +13%
FHA
32
First Horizon Advisors
Tennessee
$98K
GWM
33
Geneos Wealth Management
Colorado
$58K +$24.1K +1,500 +72%
LWCFA
34
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$38K
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$13K
OIA
36
Optimum Investment Advisors
Illinois
$7K
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$6K
SIC
38
Salem Investment Counselors
North Carolina
$5K +$4.83K +300 New
YWP
39
YorkBridge Wealth Partners
New York
$2K
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$2K +$1.93K +120 New
MWM
41
Mascoma Wealth Management
New Hampshire
$1K
PAS
42
Park Avenue Securities
New York
-$270K -17,012 Closed
CRC
43
Curi RMB Capital
Illinois
-$268K -17,007 Closed
BAM
44
Bruderman Asset Management
New York
-$16K -1,000 Closed
FHB
45
First Hawaiian Bank
Hawaii
-$3K -178 Closed

JHI Hedge Fund Activity: Q2 2019 in Review

41 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q2 2019, worth a combined $34.3M — up 10% from $31.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JHI positions and 4 closed out — a net gain of 1 holder — while 14 added to existing stakes and 10 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $1.01M. The largest seller was Park Avenue Securities, exiting entirely with an estimated $270K sold.

  • 41 institutional investors held John Hancock Investors Trust (JHI) as of Q2 2019, up from 40 in Q1 2019.
  • Funds reported $34.3M of John Hancock Investors Trust stock for Q2 2019, up 10% quarter-over-quarter.
  • 5 funds opened new John Hancock Investors Trust positions in Q2 2019 and 4 closed out, a net change of +1 holder.
  • The largest John Hancock Investors Trust buyer in Q2 2019 was 1607 Capital Partners, an estimated $1.01M added.
  • The largest John Hancock Investors Trust seller in Q2 2019 was Park Avenue Securities, an estimated $270K sold.

Based on aggregated 13F filings for Q2 2019.