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JHI

John Hancock Investors Trust

27 hedge funds and large institutions have $22.4M invested in John Hancock Investors Trust in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding

Funds holding: 2427 (+3)

1.26% more ownership

Funds ownership: 5.48%6.74% (+1.3%)

21% less capital invested

Capital invested by funds: $28.5M → $22.4M (-$6.13M)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
8
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAC
1
Smith Affiliated Capital
New York
$10.2M
GC
2
Guggenheim Capital
Illinois
$7.27M +$2.17M +106,665 +43%
Wells Fargo
3
Wells Fargo
California
$960K -$9.27K -455 -1%
Invesco
4
Invesco
Georgia
$755K +$112K +5,488 +18%
Morgan Stanley
5
Morgan Stanley
New York
$641K -$14.1K -693 -2%
LPL Financial
6
LPL Financial
California
$634K -$80.9K -3,972 -11%
HRC
7
Hoertkorn Richard Charles
$487K
Bank of America
8
Bank of America
North Carolina
$253K -$7.13K -350 -3%
U
9
UBS
Switzerland
$239K -$23.4K -1,148 -9%
PMG
10
ProVise Management Group
Florida
$221K
FHA
11
First Horizon Advisors
Tennessee
$207K
SG Americas Securities
12
SG Americas Securities
New York
$152K +$150K +7,346 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$137K +$102 +5 +0.1%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$38K
WA
15
WFG Advisors
Texas
$33K +$265 +13 +0.8%
FNBT
16
FineMark National Bank & Trust
Florida
$28K
TCOV
17
Trust Company of Vermont
Vermont
$25K
BWFA
18
Baltimore-Washington Financial Advisors
Maryland
$21K
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$12K
MFS
20
MSI Financial Services
Massachusetts
$11K -$2.85K -140 -21%
MMG
21
Monetary Management Group
Missouri
$10K +$10.2K +500 New
OIA
22
Optimum Investment Advisors
Illinois
$8K
Citigroup
23
Citigroup
New York
$7K -$5.68K -279 -44%
DADC
24
D.A. Davidson & Co
Montana
$6K
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$6K +$6.11K +300 New

JHI Hedge Fund Activity: Q2 2014 in Review

27 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q2 2014, worth a combined $22.4M — down 21% from $28.5M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new JHI positions and 0 closed out — a net gain of 3 holders — while 4 added to existing stakes and 8 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $2.17M. The largest seller was LPL Financial, cutting an estimated $80.9K.

  • 27 institutional investors held John Hancock Investors Trust (JHI) as of Q2 2014, up from 24 in Q1 2014.
  • Funds reported $22.4M of John Hancock Investors Trust stock for Q2 2014, down 21% quarter-over-quarter.
  • 3 funds opened new John Hancock Investors Trust positions in Q2 2014 and 0 closed out, a net change of +3 holders.
  • The largest John Hancock Investors Trust buyer in Q2 2014 was Guggenheim Capital, an estimated $2.17M added.
  • The largest John Hancock Investors Trust seller in Q2 2014 was LPL Financial, an estimated $80.9K sold.

Based on aggregated 13F filings for Q2 2014.