John Hancock Investors Trust
JHI
35 hedge funds and large institutions have $29.1M invested in John Hancock Investors Trust in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
0% more funds holding
Funds holding: 35 → 35 (0)
8% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 12
2.21% less ownership
Funds ownership: 27.37% → 25.16% (-2.2%)
7% less capital invested
Capital invested by funds: $31.4M → $29.1M (-$2.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$546K |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$194K |
| 3 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$178K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$167K |
| 5 |
Morgan Stanley
New York
|
+$99.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.17M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$743K |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$507K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$401K |
| 5 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$314K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Osaic Holdings
Scottsdale,
Arizona
| $90.6K | -$1.17M | -87,429 | -93% |
|
|
GC
27
Gould Capital
Tacoma,
Washington
| $45.8K | +$760 | +57 | +2% |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $36K | – | – | – |
|
|
PS
29
Principal Securities
Des Moines,
Iowa
| $10.3K | – | – | – |
|
|
WAM
30
Wolverine Asset Management
Chicago,
Illinois
| $4.76K | -$401K | -30,069 | -99% |
|
31
CIBC Private Wealth Group
Atlanta,
Georgia
| $3.33K | – | – | – |
|
|
HI
32
Hoey Investments
Coatesville,
Pennsylvania
| $2.95K | – | – | – |
|
|
MWM
33
Mascoma Wealth Management
Hanover,
New Hampshire
| $665 | – | – | – |
|
|
TSWM
34
Tyler-Stone Wealth Management
Beachwood,
Ohio
| $452 | – | – | – |
|
35
Fidelity Investments
Boston,
Massachusetts
| $13 | +$13 | +1 | New |
|
|
LSC
36
Logan Stone Capital
Chicago,
Illinois
| – | -$314K | -23,840 | Closed |
|
|
MC
37
Moors & Cabot
Boston,
Massachusetts
| – | -$194K | -14,700 | Closed |
|
JHI Hedge Fund Activity: Q2 2024 in Review
35 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q2 2024, worth a combined $29.1M — down 7.3% from $31.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new JHI positions and 2 closed out — a net gain of 1 holder — while 11 added to existing stakes and 12 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $546K. The largest seller was Osaic Holdings, cutting an estimated $1.17M.
- 35 institutional investors held John Hancock Investors Trust (JHI) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $29.1M of John Hancock Investors Trust stock for Q2 2024, down 7.3% quarter-over-quarter.
- 3 funds opened new John Hancock Investors Trust positions in Q2 2024 and 2 closed out, a net change of +1 holder.
- The largest John Hancock Investors Trust buyer in Q2 2024 was Guggenheim Capital, an estimated $546K added.
- The largest John Hancock Investors Trust seller in Q2 2024 was Osaic Holdings, an estimated $1.17M sold.
Based on aggregated 13F filings for Q2 2024.