John Hancock Investors Trust
JHI
36 hedge funds and large institutions have $29.7M invested in John Hancock Investors Trust in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 3 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 6
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
34% more capital invested
Capital invested by funds: $22.2M → $29.7M (+$7.5M)
5.98% more ownership
Funds ownership: 20.37% → 26.35% (+6%)
6% more funds holding
Funds holding: 34 → 36 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$3.07M |
| 2 |
Morgan Stanley
New York
|
+$1.78M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$544K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$351K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$277K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$749K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$53.9K |
| 3 |
ACP
Aviance Capital Partners
Naples,
Florida
|
-$24.5K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$16.3K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$13.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $127K | +$9.9K | +800 | +9% |
|
|
GC
27
Gould Capital
Tacoma,
Washington
| $42.3K | – | – | – |
|
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $41K | -$13.1K | -1,061 | -25% |
|
|
ASN
29
Advisory Services Network
Atlanta,
Georgia
| $28.3K | +$27.1K | +2,187 | New |
|
|
PS
30
Principal Securities
Des Moines,
Iowa
| $10K | +$9.57K | +773 | New |
|
|
BWL
31
Bogart Wealth LLC
Mclean,
Virginia
| $6.47K | +$6.19K | +500 | New |
|
|
HCM
32
Highlander Capital Management
Short Hills,
New Jersey
| $3.88K | – | – | – |
|
|
HI
33
Hoey Investments
Coatesville,
Pennsylvania
| $2.87K | – | – | – |
|
|
PA
34
PSI Advisors
Tampa,
Florida
| $1.68K | – | – | – |
|
|
MWM
35
Mascoma Wealth Management
Hanover,
New Hampshire
| $647 | – | – | – |
|
|
TSWM
36
Tyler-Stone Wealth Management
Beachwood,
Ohio
| $440 | – | – | – |
|
|
37
Ameriprise
Minneapolis,
Minnesota
| – | -$749K | -8,957 | Closed |
|
|
SC
38
Sawyer & Company
Boston,
Massachusetts
| – | -$3K | -258 | Closed |
|
|
UB
39
UMB Bank
Kansas City,
Missouri
| – | -$608 | -50 | Closed |
|
JHI Hedge Fund Activity: Q4 2023 in Review
36 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q4 2023, worth a combined $29.7M — up 34% from $22.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JHI positions and 3 closed out — a net gain of 2 holders — while 15 added to existing stakes and 6 trimmed.
The largest buyer was 1607 Capital Partners, adding an estimated $3.07M. The largest seller was Ameriprise, exiting entirely with an estimated $749K sold.
- 36 institutional investors held John Hancock Investors Trust (JHI) as of Q4 2023, up from 34 in Q3 2023.
- Funds reported $29.7M of John Hancock Investors Trust stock for Q4 2023, up 34% quarter-over-quarter.
- 5 funds opened new John Hancock Investors Trust positions in Q4 2023 and 3 closed out, a net change of +2 holders.
- The largest John Hancock Investors Trust buyer in Q4 2023 was 1607 Capital Partners, an estimated $3.07M added.
- The largest John Hancock Investors Trust seller in Q4 2023 was Ameriprise, an estimated $749K sold.
Based on aggregated 13F filings for Q4 2023.