We are live on ! Find out more
JHI

John Hancock Investors Trust
JHI

40 hedge funds and large institutions have $32.1M invested in John Hancock Investors Trust in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

14% more funds holding

Funds holding: 35 → 40 (+5)

10% more capital invested

Capital invested by funds: $29.1M → $32.1M (+$2.94M)

1.04% more ownership

Funds ownership: 25.16% → 26.2% (+1%)

Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
14
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$1.53M
2
IWC
Integrated Wealth Concepts
Massachusetts
+$388K
3
Pathstone Holdings
Pathstone Holdings
New Jersey
+$342K
4
HighTower Advisors
HighTower Advisors
Illinois
+$136K
5
RCM
Robinson Capital Management
Michigan
+$119K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$882K
2
GC
Guggenheim Capital
Illinois
-$270K
3
SW
Simplicity Wealth
New Jersey
-$178K
4
UBS Group
UBS Group
Switzerland
-$147K
5
Bank of America
Bank of America
North Carolina
-$80.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$138K +$136K +10,036 New
Wells Fargo
27
Wells Fargo
California
$126K -$20K -1,475 -14%
RCM
28
Robinson Capital Management
Michigan
$123K +$119K +8,770 New
Osaic Holdings
29
Osaic Holdings
Arizona
$95.8K +$27 +2 +0%
GC
30
Gould Capital
Washington
$49.5K +$1.03K +76 +2%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$38K – – –
JIP
32
Jaffetilchin Investment Partners
Florida
$22.8K +$22K +1,623 New
PS
33
Principal Securities
Iowa
$10.9K – – –
GBT
34
Grove Bank & Trust
Florida
$7.3K +$7.04K +519 New
Bessemer Group
35
Bessemer Group
New Jersey
$4K +$3.96K +292 New
AWM
36
Avior Wealth Management
Nebraska
$3.84K +$3.71K +273 New
CIBC Private Wealth Group
37
CIBC Private Wealth Group
Georgia
$3.53K – – –
HI
38
Hoey Investments
Pennsylvania
$2.95K – – –
FFO
39
Fortitude Family Office
Arizona
$2.81K +$2.71K +200 New
MWM
40
Mascoma Wealth Management
New Hampshire
$703 – – –
SW
41
Simplicity Wealth
New Jersey
– -$178K -13,351 Closed
WAM
42
Wolverine Asset Management
Illinois
– -$4.76K -358 Closed
TSWM
43
Tyler-Stone Wealth Management
Ohio
– -$452 -34 Closed
Fidelity Investments
44
Fidelity Investments
Massachusetts
– -$13 -1 Closed
1
2

JHI Hedge Fund Activity: Q3 2024 in Review

40 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q3 2024, worth a combined $32.1M — up 10% from $29.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JHI positions and 4 closed out — a net gain of 5 holders — while 14 added to existing stakes and 9 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $1.53M. The largest seller was Shaker Financial Services, cutting an estimated $882K.

  • 40 institutional investors held John Hancock Investors Trust (JHI) as of Q3 2024, up from 35 in Q2 2024.
  • Funds reported $32.1M of John Hancock Investors Trust stock for Q3 2024, up 10% quarter-over-quarter.
  • 9 funds opened new John Hancock Investors Trust positions in Q3 2024 and 4 closed out, a net change of +5 holders.
  • The largest John Hancock Investors Trust buyer in Q3 2024 was Sit Investment Associates, an estimated $1.53M added.
  • The largest John Hancock Investors Trust seller in Q3 2024 was Shaker Financial Services, an estimated $882K sold.

Based on aggregated 13F filings for Q3 2024.