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JHI

John Hancock Investors Trust

28 hedge funds and large institutions have $13.7M invested in John Hancock Investors Trust in 2014 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

8% more capital invested

Capital invested by funds: $12.6M → $13.7M (+$1.07M)

4% more funds holding

Funds holding: 2728 (+1)

1.03% more ownership

Funds ownership: 7.79%8.83% (+1%)

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$7.7M +$536K +29,262 +7%
Invesco
2
Invesco
Georgia
$902K +$88.7K +4,841 +10%
Wells Fargo
3
Wells Fargo
California
$861K +$70.5K +3,849 +9%
Morgan Stanley
4
Morgan Stanley
New York
$615K +$45.3K +2,469 +8%
WAM
5
Wolverine Asset Management
Illinois
$557K +$215K +11,733 +59%
LPL Financial
6
LPL Financial
California
$510K -$46.3K -2,528 -8%
SG Americas Securities
7
SG Americas Securities
New York
$469K +$308K +16,826 +174%
HRC
8
Hoertkorn Richard Charles
$382K
SFS
9
Shaker Financial Services
Virginia
$315K +$326K +17,784 New
Bank of America
10
Bank of America
North Carolina
$300K +$28.3K +1,543 +10%
UBS Group
11
UBS Group
Switzerland
$231K +$239K +13,045 New
PMG
12
ProVise Management Group
Florida
$190K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$187K +$73.2K +3,993 +61%
FHA
14
First Horizon Advisors
Tennessee
$177K
WEC
15
Winslow Evans & Crocker
Massachusetts
$68.6K
WRM
16
Westport Resources Management
Connecticut
$46K +$47.3K +2,582 New
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$31K -$2.09K -114 -6%
NPC
18
National Planning Corporation
California
$30K +$31.4K +1,715 New
FNBT
19
FineMark National Bank & Trust
Florida
$24K
BWFA
20
Baltimore-Washington Financial Advisors
Maryland
$18K
SAC
21
Smith Affiliated Capital
New York
$16.3K
TCOV
22
Trust Company of Vermont
Vermont
$11K -$10.8K -587 -49%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$11K
MFS
24
MSI Financial Services
Massachusetts
$10K +$220 +12 +2%
Citigroup
25
Citigroup
New York
$8K -$2.16K -118 -22%

JHI Hedge Fund Activity: Q4 2014 in Review

28 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q4 2014, worth a combined $13.7M — up 8.5% from $12.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new JHI positions and 1 closed out — a net gain of 3 holders — while 9 added to existing stakes and 5 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $536K. The largest seller was LPL Financial, cutting an estimated $46.3K.

  • 28 institutional investors held John Hancock Investors Trust (JHI) as of Q4 2014, up from 27 in Q3 2014.
  • Funds reported $13.7M of John Hancock Investors Trust stock for Q4 2014, up 8.5% quarter-over-quarter.
  • 4 funds opened new John Hancock Investors Trust positions in Q4 2014 and 1 closed out, a net change of +3 holders.
  • The largest John Hancock Investors Trust buyer in Q4 2014 was Guggenheim Capital, an estimated $536K added.
  • The largest John Hancock Investors Trust seller in Q4 2014 was LPL Financial, an estimated $46.3K sold.

Based on aggregated 13F filings for Q4 2014.