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JHI

John Hancock Investors Trust
JHI

31 hedge funds and large institutions have $11.9M invested in John Hancock Investors Trust in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more funds holding

Funds holding: 26 → 31 (+5)

15% more capital invested

Capital invested by funds: $10.3M → $11.9M (+$1.59M)

1.11% more ownership

Funds ownership: 9.8% → 10.91% (+1.1%)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

Holders
31
Holders Change
+5
Holders Change %
+19.23%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
8
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWP
Stratos Wealth Partners
Ohio
+$838K
2
SFS
Shaker Financial Services
Virginia
+$725K
3
Bank of America
Bank of America
North Carolina
+$291K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$160K
5
LSC
Logan Stone Capital
Illinois
+$129K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$577K
2
GC
Guggenheim Capital
Illinois
-$505K
3
WAM
Wolverine Asset Management
Illinois
-$101K
4
LPL Financial
LPL Financial
California
-$12.5K
5
Invesco
Invesco
Georgia
-$10.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
26
Pathway Financial Advisers
Indiana
$11K +$11K +874 New
HI
27
Hoey Investments
Pennsylvania
$2.78K -$8K -634 -74%
PA
28
PSI Advisors
Florida
$1.63K – – –
VCM
29
Vigilant Capital Management
Maine
$1K – – –
MWM
30
Mascoma Wealth Management
New Hampshire
$627 – – –
1
2

JHI Hedge Fund Activity: Q4 2022 in Review

31 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q4 2022, worth a combined $11.9M — up 15% from $10.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JHI positions and 0 closed out — a net gain of 5 holders — while 8 added to existing stakes and 8 trimmed.

The largest buyer was Stratos Wealth Partners, adding an estimated $838K. The largest seller was Ameriprise, cutting an estimated $577K.

  • 31 institutional investors held John Hancock Investors Trust (JHI) as of Q4 2022, up from 26 in Q3 2022.
  • Funds reported $11.9M of John Hancock Investors Trust stock for Q4 2022, up 15% quarter-over-quarter.
  • 5 funds opened new John Hancock Investors Trust positions in Q4 2022 and 0 closed out, a net change of +5 holders.
  • The largest John Hancock Investors Trust buyer in Q4 2022 was Stratos Wealth Partners, an estimated $838K added.
  • The largest John Hancock Investors Trust seller in Q4 2022 was Ameriprise, an estimated $577K sold.

Based on aggregated 13F filings for Q4 2022.