We are live on ! Find out more
JHI

John Hancock Investors Trust
JHI

38 hedge funds and large institutions have $32.9M invested in John Hancock Investors Trust in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.28% more ownership

Funds ownership: 26.2% → 27.49% (+1.3%)

3% more capital invested

Capital invested by funds: $32.1M → $32.9M (+$818K)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

5% less funds holding

Funds holding: 40 → 38 (-2)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
38
Holders Change
-2
Holders Change %
-5%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$2.18M
2
SIA
Sit Investment Associates
Minnesota
+$1.51M
3
RCM
Robinson Capital Management
Michigan
+$493K
4
Pathstone Holdings
Pathstone Holdings
New Jersey
+$293K
5
Osaic Holdings
Osaic Holdings
Arizona
+$251K

Top Sellers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$918K
2
Bank of America
Bank of America
North Carolina
-$666K
3
RCM
Rivernorth Capital Management
Florida
-$537K
4
SFS
Shaker Financial Services
Virginia
-$471K
5
GC
Guggenheim Capital
Illinois
-$316K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$178K -$4.23K -300 -2%
UBS Group
27
UBS Group
Switzerland
$126K -$32.4K -2,297 -20%
Wells Fargo
28
Wells Fargo
California
$123K – – –
GC
29
Gould Capital
Washington
$42.4K -$5.87K -416 -12%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$37K – – –
NWMP
31
Noble Wealth Management PBC
Colorado
$33.2K +$34.2K +2,424 New
QL
32
Quarry LP
New York
$29.3K +$30.2K +2,141 New
ANBT
33
American National Bank & Trust
Texas
$27.4K +$28.2K +2,000 New
AWM
34
Avior Wealth Management
Nebraska
$6.05K +$2.38K +169 +62%
CIBC Private Wealth Group
35
CIBC Private Wealth Group
Georgia
$3.5K – – –
HI
36
Hoey Investments
Pennsylvania
$3.04K – – –
FFO
37
Fortitude Family Office
Arizona
$2.74K – – –
MWM
38
Mascoma Wealth Management
New Hampshire
$684 – – –
HighTower Advisors
39
HighTower Advisors
Illinois
– -$138K -10,036 Closed
JIP
40
Jaffetilchin Investment Partners
Florida
– -$22.8K -1,623 Closed
PS
41
Principal Securities
Iowa
– -$10.9K -773 Closed
GBT
42
Grove Bank & Trust
Florida
– -$7.3K -519 Closed
Bessemer Group
43
Bessemer Group
New Jersey
– -$4K -292 Closed
1
2

JHI Hedge Fund Activity: Q4 2024 in Review

38 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q4 2024, worth a combined $32.9M — up 2.6% from $32.1M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of JHI and 4 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 13 added.

The largest buyer was 1607 Capital Partners, adding an estimated $2.18M. The largest seller was Allspring Global Investments, cutting an estimated $918K.

  • 38 institutional investors held John Hancock Investors Trust (JHI) as of Q4 2024, down from 40 in Q3 2024.
  • Funds reported $32.9M of John Hancock Investors Trust stock for Q4 2024, up 2.6% quarter-over-quarter.
  • 4 funds opened new John Hancock Investors Trust positions in Q4 2024 and 5 closed out, a net change of -1 holder.
  • The largest John Hancock Investors Trust buyer in Q4 2024 was 1607 Capital Partners, an estimated $2.18M added.
  • The largest John Hancock Investors Trust seller in Q4 2024 was Allspring Global Investments, an estimated $918K sold.

Based on aggregated 13F filings for Q4 2024.