John Hancock Investors Trust
JHI
28 hedge funds and large institutions have $7.03M invested in John Hancock Investors Trust in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
27% more funds holding
Funds holding: 22 → 28 (+6)
0.11% less ownership
Funds ownership: 4.41% → 4.3% (-0.11%)
7% less capital invested
Capital invested by funds: $7.59M → $7.03M (-$562K)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.1M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$302K |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$270K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
+$267K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$239K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.79M |
| 2 |
LPL Financial
San Diego,
California
|
-$280K |
| 3 |
Morgan Stanley
New York
|
-$256K |
| 4 |
FNBT
FineMark National Bank & Trust
Fort Myers,
Florida
|
-$53.8K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$41.5K |
JHI Hedge Fund Activity: Q3 2013 in Review
28 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q3 2013, worth a combined $7.03M — down 7.4% from $7.59M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new JHI positions and 2 closed out — a net gain of 7 holders — while 5 added to existing stakes and 8 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $1.1M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $1.79M sold.
- 28 institutional investors held John Hancock Investors Trust (JHI) as of Q3 2013, up from 22 in Q2 2013.
- Funds reported $7.03M of John Hancock Investors Trust stock for Q3 2013, down 7.4% quarter-over-quarter.
- 9 funds opened new John Hancock Investors Trust positions in Q3 2013 and 2 closed out, a net change of +7 holders.
- The largest John Hancock Investors Trust buyer in Q3 2013 was Guggenheim Capital, an estimated $1.1M added.
- The largest John Hancock Investors Trust seller in Q3 2013 was Sit Investment Associates, an estimated $1.79M sold.
Based on aggregated 13F filings for Q3 2013.