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JHI

John Hancock Investors Trust

41 hedge funds and large institutions have $27.5M invested in John Hancock Investors Trust in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

0.79% more ownership

Funds ownership: 24.32%25.11% (+0.79%)

0% more funds holding

Funds holding: 4141 (0)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

27% less capital invested

Capital invested by funds: $37.6M → $27.5M (-$10.1M)

Holders
41
Holders Change
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HRC
26
Hoertkorn Richard Charles
$168K +$29.7K +1,825 +16%
Wells Fargo
27
Wells Fargo
California
$167K -$28.8K -1,766 -12%
PMG
28
ProVise Management Group
Florida
$128K
RW
29
REDW Wealth
New Mexico
$128K
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$128K +$44K +2,701 +36%
FHA
31
Flagship Harbor Advisors
Massachusetts
$88K -$3.42K -210 -3%
FHA
32
First Horizon Advisors
Tennessee
$75K
GWM
33
Geneos Wealth Management
Colorado
$28K -$20K -1,225 -34%
GRP
34
Global Retirement Partners
California
$13K
HI
35
Hoey Investments
Pennsylvania
$11K
SF
36
Synovus Financial
Georgia
$8K +$9.78K +600 New
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$6K
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$5K
OIA
39
Optimum Investment Advisors
Illinois
$5K
SIC
40
Salem Investment Counselors
North Carolina
$4K
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$2K
PAS
42
Park Avenue Securities
New York
-$448K -25,244 Closed
AC
43
Aristides Capital
Kentucky
-$222K -12,500 Closed
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
-$183K -10,337 Closed
FIA
45
FNY Investment Advisers
New York
-$86K -4,875 Closed
PA
46
PSI Advisors
Florida
-$2K -130 Closed

JHI Hedge Fund Activity: Q1 2020 in Review

41 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q1 2020, worth a combined $27.5M — down 27% from $37.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JHI positions and 5 closed out — a net gain of 2 holders — while 10 added to existing stakes and 12 trimmed.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $646K. The largest seller was Park Avenue Securities, exiting entirely with an estimated $448K sold.

  • 41 institutional investors held John Hancock Investors Trust (JHI) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $27.5M of John Hancock Investors Trust stock for Q1 2020, down 27% quarter-over-quarter.
  • 7 funds opened new John Hancock Investors Trust positions in Q1 2020 and 5 closed out, a net change of +2 holders.
  • The largest John Hancock Investors Trust buyer in Q1 2020 was Saba Capital Management, an estimated $646K added.
  • The largest John Hancock Investors Trust seller in Q1 2020 was Park Avenue Securities, an estimated $448K sold.

Based on aggregated 13F filings for Q1 2020.