John Hancock Investors Trust
JHI
34 hedge funds and large institutions have $22.2M invested in John Hancock Investors Trust in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
24% more capital invested
Capital invested by funds: $17.9M → $22.2M (+$4.25M)
13% more funds holding
Funds holding: 30 → 34 (+4)
4.07% more ownership
Funds ownership: 16.3% → 20.37% (+4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$3.92M |
| 2 |
ACP
Aviance Capital Partners
Naples,
Florida
|
+$351K |
| 3 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$309K |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$299K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$205K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$980K |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$276K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$131K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$62.1K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$37.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $52K | -$2.56K | -202 | -5% |
|
|
GC
27
Gould Capital
Tacoma,
Washington
| $39.3K | +$1.4K | +110 | +3% |
|
|
HCM
28
Highlander Capital Management
Short Hills,
New Jersey
| $4K | +$3.81K | +300 | New |
|
|
SC
29
Sawyer & Company
Boston,
Massachusetts
| $3K | +$3.27K | +258 | New |
|
|
HI
30
Hoey Investments
Coatesville,
Pennsylvania
| $2.7K | – | – | – |
|
|
PA
31
PSI Advisors
Tampa,
Florida
| $1.58K | – | – | – |
|
|
MWM
32
Mascoma Wealth Management
Hanover,
New Hampshire
| $608 | – | – | – |
|
|
UB
33
UMB Bank
Kansas City,
Missouri
| $608 | +$634 | +50 | New |
|
|
CAN
34
Cetera Advisor Networks
El Segundo,
California
| – | -$131K | -10,365 | Closed |
|
|
AW
35
Avion Wealth
The Woodlands,
Texas
| – | -$1K | -100 | Closed |
|
JHI Hedge Fund Activity: Q3 2023 in Review
34 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q3 2023, worth a combined $22.2M — up 24% from $17.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new JHI positions and 2 closed out — a net gain of 5 holders — while 11 added to existing stakes and 8 trimmed.
The largest buyer was 1607 Capital Partners, adding an estimated $3.92M. The largest seller was Ameriprise, cutting an estimated $980K.
- 34 institutional investors held John Hancock Investors Trust (JHI) as of Q3 2023, up from 30 in Q2 2023.
- Funds reported $22.2M of John Hancock Investors Trust stock for Q3 2023, up 24% quarter-over-quarter.
- 7 funds opened new John Hancock Investors Trust positions in Q3 2023 and 2 closed out, a net change of +5 holders.
- The largest John Hancock Investors Trust buyer in Q3 2023 was 1607 Capital Partners, an estimated $3.92M added.
- The largest John Hancock Investors Trust seller in Q3 2023 was Ameriprise, an estimated $980K sold.
Based on aggregated 13F filings for Q3 2023.