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JHI

John Hancock Investors Trust
JHI

27 hedge funds and large institutions have $12.6M invested in John Hancock Investors Trust in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

1.05% more ownership

Funds ownership: 6.74% → 7.79% (+1.1%)

0% more funds holding

Funds holding: 27 → 27 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

44% less capital invested

Capital invested by funds: $22.4M → $12.6M (-$9.78M)

Holders
27
Holders Change
–
Holders Change %
0%
% 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
11
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$1.05M
2
WAM
Wolverine Asset Management
Illinois
+$388K
3
Invesco
Invesco
Georgia
+$187K
4
WEC
Winslow Evans & Crocker
Massachusetts
+$71.7K
5
Bank of America
Bank of America
North Carolina
+$62K

Top Sellers

Rank Fund Capital Flow
1
HRC
Hoertkorn Richard Charles
-$39.3K
2
Wells Fargo
Wells Fargo
California
-$34.4K
3
MMG
Monetary Management Group
Missouri
-$10K
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$6K
5
TRCT
Tower Research Capital (TRC)
New York
-$2K
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1
Guggenheim Capital
Illinois
$7.5M +$1.05M +53,217 +15%
Invesco
2
Invesco
Georgia
$852K +$187K +9,540 +26%
Wells Fargo
3
Wells Fargo
California
$827K -$34.4K -1,749 -4%
Morgan Stanley
4
Morgan Stanley
New York
$597K +$24.2K +1,230 +4%
LPL Financial
5
LPL Financial
California
$583K +$11.9K +607 +2%
HRC
6
Hoertkorn Richard Charles
$399K -$39.3K -2,000 -8%
WAM
7
Wolverine Asset Management
Illinois
$365K +$388K +19,763 New
Bank of America
8
Bank of America
North Carolina
$285K +$62K +3,157 +26%
U
9
UBS
Switzerland
$263K +$52.4K +2,666 +23%
PMG
10
ProVise Management Group
Florida
$198K – – –
FHA
11
First Horizon Advisors
Tennessee
$185K – – –
SG Americas Securities
12
SG Americas Securities
New York
$179K +$45.8K +2,333 +32%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$121K -$1.49K -76 -1%
WEC
14
Winslow Evans & Crocker
Massachusetts
$71.5K +$71.7K +3,651 +1,637%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$34K – – –
WA
16
WFG Advisors
Texas
$29K +$275 +14 +0.9%
FNBT
17
FineMark National Bank & Trust
Florida
$25K – – –
TCOV
18
Trust Company of Vermont
Vermont
$22K – – –
BWFA
19
Baltimore-Washington Financial Advisors
Maryland
$18K – – –
SAC
20
Smith Affiliated Capital
New York
$17K – – –
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$11K – – –
MFS
22
MSI Financial Services
Massachusetts
$10K +$236 +12 +2%
Citigroup
23
Citigroup
New York
$10K +$3.89K +198 +57%
OIA
24
Optimum Investment Advisors
Illinois
$7K – – –
DADC
25
D.A. Davidson & Co
Montana
$5K – – –
1
2

JHI Hedge Fund Activity: Q3 2014 in Review

27 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q3 2014, worth a combined $12.6M — down 44% from $22.4M a quarter earlier.

Fund positioning in JHI was balanced in Q3 2014: 3 funds opened new positions, 3 closed out, 11 added to existing stakes and 3 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.05M. The largest seller was Hoertkorn Richard Charles, cutting an estimated $39.3K.

  • 27 institutional investors held John Hancock Investors Trust (JHI) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $12.6M of John Hancock Investors Trust stock for Q3 2014, down 44% quarter-over-quarter.
  • 3 funds opened new John Hancock Investors Trust positions in Q3 2014 and 3 closed out, a net change of 0 holders.
  • The largest John Hancock Investors Trust buyer in Q3 2014 was Guggenheim Capital, an estimated $1.05M added.
  • The largest John Hancock Investors Trust seller in Q3 2014 was Hoertkorn Richard Charles, an estimated $39.3K sold.

Based on aggregated 13F filings for Q3 2014.