John Hancock Investors Trust
JHI
28 hedge funds and large institutions have $14.2M invested in John Hancock Investors Trust in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 3 closing their positions.
3% less funds holding
Funds holding: 29 → 28 (-1)
3.97% less ownership
Funds ownership: 13.7% → 9.73% (-4%)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
38% less capital invested
Capital invested by funds: $23.1M → $14.2M (-$8.85M)
45% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$132K |
| 2 |
LPL Financial
San Diego,
California
|
+$64.3K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$46.6K |
| 4 |
Morgan Stanley
New York
|
+$41.2K |
| 5 |
FCG
Financial Connections Group
Corte Madera,
California
|
+$40.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.66M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$871K |
| 3 |
Cohen & Steers
New York
|
-$762K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$537K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$492K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Koshinski Asset Management
Decatur,
Illinois
| $1.68K | – | – | – |
|
|
MWM
27
Mascoma Wealth Management
Hanover,
New Hampshire
| $1K | – | – | – |
|
|
TSWM
28
Tyler-Stone Wealth Management
Beachwood,
Ohio
| $1K | – | – | – |
|
|
HWAM
29
Hennion & Walsh Asset Management
Parsippany,
New Jersey
| – | -$400K | -20,695 | Closed |
|
|
PMG
30
ProVise Management Group
Clearwater,
Florida
| – | -$196K | -10,116 | Closed |
|
|
FHA
31
First Horizon Advisors
Memphis,
Tennessee
| – | -$116K | -6,000 | Closed |
|
JHI Hedge Fund Activity: Q1 2022 in Review
28 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q1 2022, worth a combined $14.2M — down 38% from $23.1M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of JHI and 2 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 6 added.
The largest buyer was Invesco, adding an estimated $132K. The largest seller was Wells Fargo, cutting an estimated $2.66M.
- 28 institutional investors held John Hancock Investors Trust (JHI) as of Q1 2022, down from 29 in Q4 2021.
- Funds reported $14.2M of John Hancock Investors Trust stock for Q1 2022, down 38% quarter-over-quarter.
- 2 funds opened new John Hancock Investors Trust positions in Q1 2022 and 3 closed out, a net change of -1 holder.
- The largest John Hancock Investors Trust buyer in Q1 2022 was Invesco, an estimated $132K added.
- The largest John Hancock Investors Trust seller in Q1 2022 was Wells Fargo, an estimated $2.66M sold.
Based on aggregated 13F filings for Q1 2022.