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JHI

John Hancock Investors Trust

30 hedge funds and large institutions have $13.1M invested in John Hancock Investors Trust in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

7% more funds holding

Funds holding: 2830 (+2)

0.38% less ownership

Funds ownership: 8.83%8.45% (-0.38%)

5% less capital invested

Capital invested by funds: $13.7M → $13.1M (-$630K)

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$7.12M -$540K -30,332 -7%
Wells Fargo
2
Wells Fargo
California
$1.47M +$627K +35,199 +72%
Invesco
3
Invesco
Georgia
$1.14M +$247K +13,853 +27%
Morgan Stanley
4
Morgan Stanley
New York
$606K -$6.02K -338 -1%
LPL Financial
5
LPL Financial
California
$498K -$14.4K -810 -3%
HRC
6
Hoertkorn Richard Charles
$380K
Bank of America
7
Bank of America
North Carolina
$267K -$31.1K -1,746 -10%
PTC
8
Philadelphia Trust Company
Pennsylvania
$264K +$267K +15,000 New
UBS Group
9
UBS Group
Switzerland
$247K +$17.8K +1,000 +8%
SFS
10
Shaker Financial Services
Virginia
$219K -$94.4K -5,303 -30%
PMG
11
ProVise Management Group
Florida
$186K -$2.96K -166 -2%
FHA
12
First Horizon Advisors
Tennessee
$175K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$155K -$31.4K -1,766 -17%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$118K +$108K +6,066 +1,011%
WRM
15
Westport Resources Management
Connecticut
$33K -$12.4K -697 -27%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$30K
WAM
17
Wolverine Asset Management
Illinois
$25K -$535K -30,055 -95%
FNBT
18
FineMark National Bank & Trust
Florida
$24K
BWFA
19
Baltimore-Washington Financial Advisors
Maryland
$18K
TCOV
20
Trust Company of Vermont
Vermont
$11K
WEC
21
Winslow Evans & Crocker
Massachusetts
$10.7K -$58.1K -3,262 -84%
MFS
22
MSI Financial Services
Massachusetts
$10K +$214 +12 +2%
TRCT
23
Tower Research Capital (TRC)
New York
$10K +$10.6K +596 New
MMG
24
Monetary Management Group
Missouri
$9K +$8.9K +500 New
Citigroup
25
Citigroup
New York
$8K +$819 +46 +11%

JHI Hedge Fund Activity: Q1 2015 in Review

30 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q1 2015, worth a combined $13.1M — down 4.6% from $13.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JHI positions and 3 closed out — a net gain of 2 holders — while 6 added to existing stakes and 10 trimmed.

The largest buyer was Wells Fargo, adding an estimated $627K. The largest seller was Guggenheim Capital, cutting an estimated $540K.

  • 30 institutional investors held John Hancock Investors Trust (JHI) as of Q1 2015, up from 28 in Q4 2014.
  • Funds reported $13.1M of John Hancock Investors Trust stock for Q1 2015, down 4.6% quarter-over-quarter.
  • 5 funds opened new John Hancock Investors Trust positions in Q1 2015 and 3 closed out, a net change of +2 holders.
  • The largest John Hancock Investors Trust buyer in Q1 2015 was Wells Fargo, an estimated $627K added.
  • The largest John Hancock Investors Trust seller in Q1 2015 was Guggenheim Capital, an estimated $540K sold.

Based on aggregated 13F filings for Q1 2015.