John Hancock Investors Trust
JHI
28 hedge funds and large institutions have $32.6M invested in John Hancock Investors Trust in 2021 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 2 closing their positions.
0% less capital invested
Capital invested by funds: $32.7M → $32.6M (-$69K)
0.98% less ownership
Funds ownership: 20.87% → 19.88% (-0.98%)
3% less funds holding
Funds holding: 29 → 28 (-1)
36% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 11
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$576K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$376K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$307K |
| 4 |
Cohen & Steers
New York
|
+$109K |
| 5 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
+$83.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$2.17M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$283K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$208K |
| 4 |
Morgan Stanley
New York
|
-$169K |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$119K |
| 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
| $6K | – | – | – |
|
28
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $4K | – | – | – |
|
|
SFS
29
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$119K | -6,400 | Closed |
|
|
MWM
30
Mascoma Wealth Management
Hanover,
New Hampshire
| – | -$1K | -50 | Closed |
|
JHI Hedge Fund Activity: Q2 2021 in Review
28 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q2 2021, worth a combined $32.6M — down 0.21% from $32.7M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of JHI and 1 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 7 added.
The largest buyer was Guggenheim Capital, adding an estimated $576K. The largest seller was 1607 Capital Partners, cutting an estimated $2.17M.
- 28 institutional investors held John Hancock Investors Trust (JHI) as of Q2 2021, down from 29 in Q1 2021.
- Funds reported $32.6M of John Hancock Investors Trust stock for Q2 2021, down 0.21% quarter-over-quarter.
- 1 fund opened new John Hancock Investors Trust positions in Q2 2021 and 2 closed out, a net change of -1 holder.
- The largest John Hancock Investors Trust buyer in Q2 2021 was Guggenheim Capital, an estimated $576K added.
- The largest John Hancock Investors Trust seller in Q2 2021 was 1607 Capital Partners, an estimated $2.17M sold.
Based on aggregated 13F filings for Q2 2021.