John Hancock Investors Trust
JHI
30 hedge funds and large institutions have $17.9M invested in John Hancock Investors Trust in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 2 closing their positions.
433% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 3
27% more capital invested
Capital invested by funds: $14.2M → $17.9M (+$3.79M)
3.49% more ownership
Funds ownership: 12.81% → 16.3% (+3.5%)
0% more funds holding
Funds holding: 30 → 30 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$2.36M |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$565K |
| 3 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$296K |
| 4 |
Morgan Stanley
New York
|
+$187K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$152K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$29.9K |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$28.9K |
| 3 |
JP Morgan Chase
New York
|
-$15K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$12.3K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$5.81K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
26
PSI Advisors
Tampa,
Florida
| $1.64K | – | – | – |
|
|
VCM
27
Vigilant Capital Management
Portland,
Maine
| $1K | – | – | – |
|
|
AW
28
Avion Wealth
The Woodlands,
Texas
| $1K | +$1.12K | +89 | +809% |
|
|
MWM
29
Mascoma Wealth Management
Hanover,
New Hampshire
| $651 | – | – | – |
|
|
ASN
30
Advisory Services Network
Atlanta,
Georgia
| – | -$28.9K | -2,281 | Closed |
|
|
31
JP Morgan Chase
New York
| – | -$15K | -1,190 | Closed |
|
|
TSWM
32
Tyler-Stone Wealth Management
Beachwood,
Ohio
| – | +$429 | +34 | New |
|
JHI Hedge Fund Activity: Q2 2023 in Review
30 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q2 2023, worth a combined $17.9M — up 27% from $14.2M a quarter earlier.
Fund positioning in JHI was balanced in Q2 2023: 2 funds opened new positions, 2 closed out, 16 added to existing stakes and 3 trimmed.
The largest buyer was 1607 Capital Partners, adding an estimated $2.36M. The largest seller was Guggenheim Capital, cutting an estimated $29.9K.
- 30 institutional investors held John Hancock Investors Trust (JHI) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $17.9M of John Hancock Investors Trust stock for Q2 2023, up 27% quarter-over-quarter.
- 2 funds opened new John Hancock Investors Trust positions in Q2 2023 and 2 closed out, a net change of 0 holders.
- The largest John Hancock Investors Trust buyer in Q2 2023 was 1607 Capital Partners, an estimated $2.36M added.
- The largest John Hancock Investors Trust seller in Q2 2023 was Guggenheim Capital, an estimated $29.9K sold.
Based on aggregated 13F filings for Q2 2023.