John Hancock Investors Trust
JHI
33 hedge funds and large institutions have $32.2M invested in John Hancock Investors Trust in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 5 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 6
15% more capital invested
Capital invested by funds: $28M → $32.2M (+$4.24M)
1.2% more ownership
Funds ownership: 20.26% → 21.45% (+1.2%)
3% less funds holding
Funds holding: 34 → 33 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$443K |
| 2 |
Cohen & Steers
New York
|
+$251K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$232K |
| 4 |
Morgan Stanley
New York
|
+$222K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$202K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$398K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$332K |
| 3 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
-$263K |
| 4 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$95K |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$60K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FHA
26
First Horizon Advisors
Memphis,
Tennessee
| $104K | – | – | – |
|
27
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $54K | +$10.3K | +619 | +25% |
|
|
GRP
28
Global Retirement Partners
San Rafael,
California
| $17K | – | – | – |
|
|
GWM
29
Geneos Wealth Management
Englewood,
Colorado
| $15K | – | – | – |
|
|
HI
30
Hoey Investments
Coatesville,
Pennsylvania
| $15K | – | – | – |
|
31
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $6K | – | – | – |
|
|
SIC
32
Salem Investment Counselors
Winston Salem,
North Carolina
| $5K | – | – | – |
|
|
WEC
33
Winslow Evans & Crocker
Boston,
Massachusetts
| $3K | +$3.31K | +200 | New |
|
|
34
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$398K | -25,120 | Closed |
|
|
35
Invesco
Atlanta,
Georgia
| – | -$332K | -20,949 | Closed |
|
|
SKK
36
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| – | -$263K | -16,620 | Closed |
|
|
FHA
37
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$95K | -6,030 | Closed |
|
|
F
38
F3Logic
Burnsville,
Minnesota
| – | -$881 | -56 | Closed |
|
JHI Hedge Fund Activity: Q4 2020 in Review
33 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q4 2020, worth a combined $32.2M — up 15% from $28M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of JHI and 4 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 14 added.
The largest buyer was Osaic Holdings, adding an estimated $443K. The largest seller was PNC Financial Services Group, exiting entirely with an estimated $398K sold.
- 33 institutional investors held John Hancock Investors Trust (JHI) as of Q4 2020, down from 34 in Q3 2020.
- Funds reported $32.2M of John Hancock Investors Trust stock for Q4 2020, up 15% quarter-over-quarter.
- 4 funds opened new John Hancock Investors Trust positions in Q4 2020 and 5 closed out, a net change of -1 holder.
- The largest John Hancock Investors Trust buyer in Q4 2020 was Osaic Holdings, an estimated $443K added.
- The largest John Hancock Investors Trust seller in Q4 2020 was PNC Financial Services Group, an estimated $398K sold.
Based on aggregated 13F filings for Q4 2020.