John Hancock Investors Trust
JHI
29 hedge funds and large institutions have $23.1M invested in John Hancock Investors Trust in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 6 closing their positions.
333% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 3
1.75% less ownership
Funds ownership: 15.45% → 13.7% (-1.8%)
8% less capital invested
Capital invested by funds: $25.1M → $23.1M (-$2.02M)
12% less funds holding
Funds holding: 33 → 29 (-4)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$863K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$572K |
| 3 |
Morgan Stanley
New York
|
+$363K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$243K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$202K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$3.27M |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$755K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$262K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$248K |
| 5 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$8.17K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
26
PSI Advisors
Tampa,
Florida
| $3K | – | – | – |
|
27
Koshinski Asset Management
Decatur,
Illinois
| $1.94K | – | – | – |
|
|
MWM
28
Mascoma Wealth Management
Hanover,
New Hampshire
| $1K | – | – | – |
|
|
TSWM
29
Tyler-Stone Wealth Management
Beachwood,
Ohio
| $1K | +$637 | +34 | New |
|
|
1CP
30
1607 Capital Partners
Richmond,
Virginia
| – | -$3.27M | -175,216 | Closed |
|
|
KAS
31
Kestra Advisory Services
Austin,
Texas
| – | -$262K | -14,048 | Closed |
|
|
SFS
32
Shaker Financial Services
Arlington,
Virginia
| – | -$248K | -13,302 | Closed |
|
|
JPLA
33
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| – | -$6K | -300 | Closed |
|
|
SIC
34
Salem Investment Counselors
Winston Salem,
North Carolina
| – | -$6K | -300 | Closed |
|
|
GPA
35
Guidance Point Advisors
Wellesley,
Massachusetts
| – | -$1K | -100 | Closed |
|
JHI Hedge Fund Activity: Q4 2021 in Review
29 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q4 2021, worth a combined $23.1M — down 8.1% from $25.1M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of JHI and 3 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 13 added.
The largest buyer was NewEdge Advisors, opening a new position worth an estimated $863K. The largest seller was 1607 Capital Partners, exiting entirely with an estimated $3.27M sold.
- 29 institutional investors held John Hancock Investors Trust (JHI) as of Q4 2021, down from 33 in Q3 2021.
- Funds reported $23.1M of John Hancock Investors Trust stock for Q4 2021, down 8.1% quarter-over-quarter.
- 3 funds opened new John Hancock Investors Trust positions in Q4 2021 and 6 closed out, a net change of -3 holders.
- The largest John Hancock Investors Trust buyer in Q4 2021 was NewEdge Advisors, an estimated $863K added.
- The largest John Hancock Investors Trust seller in Q4 2021 was 1607 Capital Partners, an estimated $3.27M sold.
Based on aggregated 13F filings for Q4 2021.