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JHI

John Hancock Investors Trust

32 hedge funds and large institutions have $13.9M invested in John Hancock Investors Trust in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

7% more funds holding

Funds holding: 3032 (+2)

6% more capital invested

Capital invested by funds: $13.1M → $13.9M (+$814K)

1.38% more ownership

Funds ownership: 8.45%9.83% (+1.4%)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$5.92M -$618K -35,575 -9%
Invesco
2
Invesco
Georgia
$1.25M +$233K +13,433 +21%
SIA
3
Sit Investment Associates
Minnesota
$1.25M +$1.35M +77,642 New
SFS
4
Shaker Financial Services
Virginia
$1.22M +$1.11M +63,841 +512%
Morgan Stanley
5
Morgan Stanley
New York
$619K +$72.8K +4,190 +12%
WAM
6
Wolverine Asset Management
Illinois
$531K +$551K +31,708 +2,200%
LPL Financial
7
LPL Financial
California
$425K -$29.2K -1,681 -6%
LCM
8
Landscape Capital Management
New Jersey
$359K +$389K +22,394 New
HRC
9
Hoertkorn Richard Charles
$338K -$8.68K -500 -2%
DA
10
Doliver Advisors
Texas
$311K +$337K +19,388 New
UBS Group
11
UBS Group
Switzerland
$257K +$34.4K +1,982 +14%
Bank of America
12
Bank of America
North Carolina
$244K
PAG
13
Private Advisor Group
New Jersey
$166K +$179K +10,330 New
PMG
14
ProVise Management Group
Florida
$164K -$5.8K -334 -3%
FHA
15
First Horizon Advisors
Tennessee
$159K -$920 -53 -0.5%
SG Americas Securities
16
SG Americas Securities
New York
$126K +$137K +7,867 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$116K -$26.2K -1,506 -17%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$113K +$6.32K +364 +5%
Wells Fargo
19
Wells Fargo
California
$88K -$1.36M -78,349 -93%
LWCFA
20
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$37K +$40.1K +2,307 New
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$28K
PTC
22
Philadelphia Trust Company
Pennsylvania
$27.5K -$253K -14,559 -97%
FNBT
23
FineMark National Bank & Trust
Florida
$22K
TRCT
24
Tower Research Capital (TRC)
New York
$22K +$14K +804 +135%
WRM
25
Westport Resources Management
Connecticut
$21K -$9.97K -574 -30%

JHI Hedge Fund Activity: Q2 2015 in Review

32 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q2 2015, worth a combined $13.9M — up 6.2% from $13.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JHI positions and 3 closed out — a net gain of 3 holders — while 8 added to existing stakes and 9 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $1.35M. The largest seller was Wells Fargo, cutting an estimated $1.36M.

  • 32 institutional investors held John Hancock Investors Trust (JHI) as of Q2 2015, up from 30 in Q1 2015.
  • Funds reported $13.9M of John Hancock Investors Trust stock for Q2 2015, up 6.2% quarter-over-quarter.
  • 6 funds opened new John Hancock Investors Trust positions in Q2 2015 and 3 closed out, a net change of +3 holders.
  • The largest John Hancock Investors Trust buyer in Q2 2015 was Sit Investment Associates, an estimated $1.35M added.
  • The largest John Hancock Investors Trust seller in Q2 2015 was Wells Fargo, an estimated $1.36M sold.

Based on aggregated 13F filings for Q2 2015.