We are live on ! Find out more
JHI

John Hancock Investors Trust

31 hedge funds and large institutions have $11.4M invested in John Hancock Investors Trust in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

0.96% less ownership

Funds ownership: 9.83%8.86% (-0.96%)

3% less funds holding

Funds holding: 3231 (-1)

18% less capital invested

Capital invested by funds: $13.9M → $11.4M (-$2.51M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
31
Holders Change
-1
Holders Change %
-3.13%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$4.46M -$982K -63,759 -17%
Invesco
2
Invesco
Georgia
$1.38M +$250K +16,233 +21%
WAM
3
Wolverine Asset Management
Illinois
$889K +$428K +27,784 +84%
SIA
4
Sit Investment Associates
Minnesota
$696K -$460K -29,905 -39%
LCM
5
Landscape Capital Management
New Jersey
$584K +$272K +17,641 +79%
SFS
6
Shaker Financial Services
Virginia
$435K -$716K -46,534 -61%
Morgan Stanley
7
Morgan Stanley
New York
$430K -$141K -9,186 -24%
PTC
8
Philadelphia Trust Company
Pennsylvania
$401K +$417K +27,059 +6,136%
LPL Financial
9
LPL Financial
California
$386K +$6.11K +397 +2%
HRC
10
Hoertkorn Richard Charles
$308K
UBS Group
11
UBS Group
Switzerland
$247K +$13.4K +870 +5%
Bank of America
12
Bank of America
North Carolina
$237K +$16.8K +1,088 +7%
CA
13
Cornerstone Advisors
North Carolina
$229K +$242K +15,691 New
PMG
14
ProVise Management Group
Florida
$149K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$106K +$154 +10 +0.1%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$103K
FHA
17
First Horizon Advisors
Tennessee
$88K -$60.8K -3,947 -40%
Wells Fargo
18
Wells Fargo
California
$80K -$293 -19 -0.3%
LWCFA
19
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$37K
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$25K
Citigroup
21
Citigroup
New York
$25K +$26.7K +1,732 New
WRM
22
Westport Resources Management
Connecticut
$16K -$2.83K -184 -14%
BWFA
23
Baltimore-Washington Financial Advisors
Maryland
$14K
TCOV
24
Trust Company of Vermont
Vermont
$9K
MFS
25
MSI Financial Services
Massachusetts
$9K +$216 +14 +2%

JHI Hedge Fund Activity: Q3 2015 in Review

31 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q3 2015, worth a combined $11.4M — down 18% from $13.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of JHI and 4 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 9 added.

The largest buyer was Wolverine Asset Management, adding an estimated $428K. The largest seller was Guggenheim Capital, cutting an estimated $982K.

  • 31 institutional investors held John Hancock Investors Trust (JHI) as of Q3 2015, down from 32 in Q2 2015.
  • Funds reported $11.4M of John Hancock Investors Trust stock for Q3 2015, down 18% quarter-over-quarter.
  • 4 funds opened new John Hancock Investors Trust positions in Q3 2015 and 5 closed out, a net change of -1 holder.
  • The largest John Hancock Investors Trust buyer in Q3 2015 was Wolverine Asset Management, an estimated $428K added.
  • The largest John Hancock Investors Trust seller in Q3 2015 was Guggenheim Capital, an estimated $982K sold.

Based on aggregated 13F filings for Q3 2015.