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JHI

John Hancock Investors Trust
JHI

36 hedge funds and large institutions have $29.7M invested in John Hancock Investors Trust in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $27.5M → $29.7M (+$2.13M)

3.16% less ownership

Funds ownership: 25.11% → 21.95% (-3.2%)

12% less funds holding

Funds holding: 41 → 36 (-5)

43% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 14

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
36
Holders Change
-5
Holders Change %
-12.2%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
8
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$86.4K
2
LPL Financial
LPL Financial
California
+$43.4K
3
1CP
1607 Capital Partners
Virginia
+$39.6K
4
PAG
Private Advisor Group
New Jersey
+$35.8K
5
HRC
Hoertkorn Richard Charles
+$28.6K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$737K
2
SWP
Stratos Wealth Partners
Ohio
-$512K
3
SCM
Saba Capital Management
New York
-$498K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$491K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$410K
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
26
First Horizon Advisors
Tennessee
$93K – – –
PAG
27
Private Advisor Group
New Jersey
$39K +$35.8K +2,500 New
GWM
28
Geneos Wealth Management
Colorado
$34K – – –
GRP
29
Global Retirement Partners
California
$16K – – –
HI
30
Hoey Investments
Pennsylvania
$13K – – –
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
OIA
32
Optimum Investment Advisors
Illinois
$6K – – –
SIC
33
Salem Investment Counselors
North Carolina
$5K – – –
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$3K -$491K -34,291 -99%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$2K – – –
WR
36
Watson Rebecca
$1K +$716 +50 New
SCM
37
Saba Capital Management
New York
– -$498K -39,621 Closed
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
– -$410K -32,620 Closed
SIA
39
Sit Investment Associates
Minnesota
– -$350K -27,800 Closed
WAM
40
Wolverine Asset Management
Illinois
– -$202K -16,066 Closed
CRC
41
Curi RMB Capital
Illinois
– -$200K -15,900 Closed
SF
42
Synovus Financial
Georgia
– -$8K -600 Closed
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
– -$5K -394 Closed
1
2

JHI Hedge Fund Activity: Q2 2020 in Review

36 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q2 2020, worth a combined $29.7M — up 7.7% from $27.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of JHI and 2 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 8 added.

The largest buyer was Ameriprise, adding an estimated $86.4K. The largest seller was Shaker Financial Services, cutting an estimated $737K.

  • 36 institutional investors held John Hancock Investors Trust (JHI) as of Q2 2020, down from 41 in Q1 2020.
  • Funds reported $29.7M of John Hancock Investors Trust stock for Q2 2020, up 7.7% quarter-over-quarter.
  • 2 funds opened new John Hancock Investors Trust positions in Q2 2020 and 7 closed out, a net change of -5 holders.
  • The largest John Hancock Investors Trust buyer in Q2 2020 was Ameriprise, an estimated $86.4K added.
  • The largest John Hancock Investors Trust seller in Q2 2020 was Shaker Financial Services, an estimated $737K sold.

Based on aggregated 13F filings for Q2 2020.