John Hancock Investors Trust
JHI
30 hedge funds and large institutions have $14.2M invested in John Hancock Investors Trust in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 6
19% more capital invested
Capital invested by funds: $11.9M → $14.2M (+$2.26M)
1.9% more ownership
Funds ownership: 10.91% → 12.81% (+1.9%)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
3% less funds holding
Funds holding: 31 → 30 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.04M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$538K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$320K |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$288K |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$279K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$375K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$159K |
| 3 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$128K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$65.1K |
| 5 |
AW
Avion Wealth
The Woodlands,
Texas
|
-$64.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
26
Hoey Investments
Coatesville,
Pennsylvania
| $2.82K | – | – | – |
|
|
PA
27
PSI Advisors
Tampa,
Florida
| $1.65K | – | – | – |
|
|
VCM
28
Vigilant Capital Management
Portland,
Maine
| $1K | – | – | – |
|
|
MWM
29
Mascoma Wealth Management
Hanover,
New Hampshire
| $638 | – | – | – |
|
|
30
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$159K | -12,668 | Closed |
|
|
LSC
31
Logan Stone Capital
Chicago,
Illinois
| – | -$128K | -10,200 | Closed |
|
|
AW
32
Avion Wealth
The Woodlands,
Texas
| – | -$64.8K | -5,000 | -100% |
|
|
IA
33
IFP Advisors
Tampa,
Florida
| – | -$23K | -1,400 | Closed |
|
|
PFA
34
Pathway Financial Advisers
Auburn,
Indiana
| – | -$11K | -874 | Closed |
|
JHI Hedge Fund Activity: Q1 2023 in Review
30 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q1 2023, worth a combined $14.2M — up 19% from $11.9M a quarter earlier.
Fund positioning in JHI was balanced in Q1 2023: 4 funds opened new positions, 4 closed out, 12 added to existing stakes and 6 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $1.04M. The largest seller was Guggenheim Capital, cutting an estimated $375K.
- 30 institutional investors held John Hancock Investors Trust (JHI) as of Q1 2023, down from 31 in Q4 2022.
- Funds reported $14.2M of John Hancock Investors Trust stock for Q1 2023, up 19% quarter-over-quarter.
- 4 funds opened new John Hancock Investors Trust positions in Q1 2023 and 4 closed out, a net change of 0 holders.
- The largest John Hancock Investors Trust buyer in Q1 2023 was Shaker Financial Services, an estimated $1.04M added.
- The largest John Hancock Investors Trust seller in Q1 2023 was Guggenheim Capital, an estimated $375K sold.
Based on aggregated 13F filings for Q1 2023.