John Hancock Investors Trust
JHI
29 hedge funds and large institutions have $32.7M invested in John Hancock Investors Trust in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 6 closing their positions.
2% more capital invested
Capital invested by funds: $32.2M → $32.7M (+$504K)
0.59% less ownership
Funds ownership: 21.45% → 20.87% (-0.59%)
12% less funds holding
Funds holding: 33 → 29 (-4)
30% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 10
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$283K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$220K |
| 3 |
Morgan Stanley
New York
|
+$164K |
| 4 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
+$134K |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$114K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIP
HUB Investment Partners
Austin,
Texas
|
-$874K |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$510K |
| 3 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$350K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$295K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$243K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $6K | – | – | – |
|
|
SIC
27
Salem Investment Counselors
Winston Salem,
North Carolina
| $5K | – | – | – |
|
28
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $4K | -$51.4K | -2,889 | -93% |
|
|
MWM
29
Mascoma Wealth Management
Hanover,
New Hampshire
| $1K | +$889 | +50 | New |
|
|
HIP
30
HUB Investment Partners
Austin,
Texas
| – | -$874K | -55,228 | Closed |
|
|
COLIM
31
City of London Investment Management
London,
United Kingdom
| – | -$510K | -29,532 | Closed |
|
|
RCM
32
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| – | -$350K | -20,299 | Closed |
|
|
KAS
33
Kestra Advisory Services
Austin,
Texas
| – | -$243K | -14,016 | Closed |
|
|
SIA
34
Sit Investment Associates
Minneapolis,
Minnesota
| – | -$197K | -11,379 | Closed |
|
|
GRP
35
Global Retirement Partners
San Rafael,
California
| – | -$17K | -1,000 | Closed |
|
JHI Hedge Fund Activity: Q1 2021 in Review
29 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q1 2021, worth a combined $32.7M — up 1.6% from $32.2M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of JHI and 3 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 7 added.
The largest buyer was 1607 Capital Partners, adding an estimated $283K. The largest seller was HUB Investment Partners, exiting entirely with an estimated $874K sold.
- 29 institutional investors held John Hancock Investors Trust (JHI) as of Q1 2021, down from 33 in Q4 2020.
- Funds reported $32.7M of John Hancock Investors Trust stock for Q1 2021, up 1.6% quarter-over-quarter.
- 3 funds opened new John Hancock Investors Trust positions in Q1 2021 and 6 closed out, a net change of -3 holders.
- The largest John Hancock Investors Trust buyer in Q1 2021 was 1607 Capital Partners, an estimated $283K added.
- The largest John Hancock Investors Trust seller in Q1 2021 was HUB Investment Partners, an estimated $874K sold.
Based on aggregated 13F filings for Q1 2021.