John Hancock Investors Trust
JHI
34 hedge funds and large institutions have $28M invested in John Hancock Investors Trust in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 5 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 11
1.7% less ownership
Funds ownership: 21.95% → 20.26% (-1.7%)
6% less funds holding
Funds holding: 36 → 34 (-2)
6% less capital invested
Capital invested by funds: $29.7M → $28M (-$1.71M)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$401K |
| 2 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
+$267K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$253K |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$241K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$129K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
TCG Advisors
Austin,
Texas
|
-$958K |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$875K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$822K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$458K |
| 5 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$305K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FHA
26
First Horizon Advisors
Memphis,
Tennessee
| $95K | – | – | – |
|
|
FHA
27
Flagship Harbor Advisors
Boston,
Massachusetts
| $95K | – | – | – |
|
28
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $39K | +$36.4K | +2,270 | +1,051% |
|
|
GRP
29
Global Retirement Partners
San Rafael,
California
| $16K | – | – | – |
|
|
HI
30
Hoey Investments
Coatesville,
Pennsylvania
| $14K | – | – | – |
|
|
GWM
31
Geneos Wealth Management
Englewood,
Colorado
| $13K | -$24.1K | -1,500 | -64% |
|
32
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $6K | – | – | – |
|
|
SIC
33
Salem Investment Counselors
Winston Salem,
North Carolina
| $5K | – | – | – |
|
|
F
34
F3Logic
Burnsville,
Minnesota
| $881 | +$898 | +56 | New |
|
|
TA
35
TCG Advisors
Austin,
Texas
| – | -$958K | -61,751 | Closed |
|
|
RW
36
REDW Wealth
Albuquerque,
New Mexico
| – | -$157K | -10,139 | Closed |
|
|
PAG
37
Private Advisor Group
Morristown,
New Jersey
| – | -$39K | -2,500 | Closed |
|
|
OIA
38
Optimum Investment Advisors
Chicago,
Illinois
| – | -$6K | -400 | Closed |
|
|
WR
39
Watson Rebecca
| – | -$1K | -50 | Closed |
|
JHI Hedge Fund Activity: Q3 2020 in Review
34 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q3 2020, worth a combined $28M — down 5.8% from $29.7M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of JHI and 3 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 11 added.
The largest buyer was PNC Financial Services Group, adding an estimated $401K. The largest seller was TCG Advisors, exiting entirely with an estimated $958K sold.
- 34 institutional investors held John Hancock Investors Trust (JHI) as of Q3 2020, down from 36 in Q2 2020.
- Funds reported $28M of John Hancock Investors Trust stock for Q3 2020, down 5.8% quarter-over-quarter.
- 3 funds opened new John Hancock Investors Trust positions in Q3 2020 and 5 closed out, a net change of -2 holders.
- The largest John Hancock Investors Trust buyer in Q3 2020 was PNC Financial Services Group, an estimated $401K added.
- The largest John Hancock Investors Trust seller in Q3 2020 was TCG Advisors, an estimated $958K sold.
Based on aggregated 13F filings for Q3 2020.