John Hancock Investors Trust
JHI
33 hedge funds and large institutions have $25.1M invested in John Hancock Investors Trust in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
71% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 7
18% more funds holding
Funds holding: 28 → 33 (+5)
4.43% less ownership
Funds ownership: 19.88% → 15.45% (-4.4%)
23% less capital invested
Capital invested by funds: $32.6M → $25.1M (-$7.52M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$687K |
| 3 |
Morgan Stanley
New York
|
+$477K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$355K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$318K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$10.8M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$1.58M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$84.1K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$58.7K |
| 5 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
-$32.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| $15K | – | – | – |
|
|
SIC
27
Salem Investment Counselors
Winston Salem,
North Carolina
| $6K | – | – | – |
|
|
JPLA
28
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| $6K | +$5.67K | +300 | New |
|
29
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $4K | – | – | – |
|
|
PA
30
PSI Advisors
Tampa,
Florida
| $2K | +$2.46K | +130 | New |
|
31
Koshinski Asset Management
Decatur,
Illinois
| $1.87K | +$1.89K | +100 | New |
|
|
MWM
32
Mascoma Wealth Management
Hanover,
New Hampshire
| $1K | +$945 | +50 | New |
|
|
GPA
33
Guidance Point Advisors
Wellesley,
Massachusetts
| $1K | +$1.89K | +100 | New |
|
|
34
Stifel Financial
St. Louis,
Missouri
| – | -$1.58M | -83,785 | Closed |
|
JHI Hedge Fund Activity: Q3 2021 in Review
33 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q3 2021, worth a combined $25.1M — down 23% from $32.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new JHI positions and 1 closed out — a net gain of 6 holders — while 12 added to existing stakes and 7 trimmed.
The largest buyer was Wells Fargo, adding an estimated $2.4M. The largest seller was 1607 Capital Partners, cutting an estimated $10.8M.
- 33 institutional investors held John Hancock Investors Trust (JHI) as of Q3 2021, up from 28 in Q2 2021.
- Funds reported $25.1M of John Hancock Investors Trust stock for Q3 2021, down 23% quarter-over-quarter.
- 7 funds opened new John Hancock Investors Trust positions in Q3 2021 and 1 closed out, a net change of +6 holders.
- The largest John Hancock Investors Trust buyer in Q3 2021 was Wells Fargo, an estimated $2.4M added.
- The largest John Hancock Investors Trust seller in Q3 2021 was 1607 Capital Partners, an estimated $10.8M sold.
Based on aggregated 13F filings for Q3 2021.