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JHI

John Hancock Investors Trust

31 hedge funds and large institutions have $14.3M invested in John Hancock Investors Trust in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

26% more capital invested

Capital invested by funds: $11.4M → $14.3M (+$2.95M)

2.45% more ownership

Funds ownership: 8.86%11.31% (+2.4%)

0% more funds holding

Funds holding: 3131 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
31
Holders Change
Holders Change %
0%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$3.89M -$514K -35,110 -11%
Invesco
2
Invesco
Georgia
$1.39M +$33.2K +2,271 +2%
SWP
3
Stratos Wealth Partners
Ohio
$1.33M +$1.36M +92,732 New
LCM
4
Landscape Capital Management
New Jersey
$1.25M +$690K +47,113 +118%
WAM
5
Wolverine Asset Management
Illinois
$835K -$41.7K -2,849 -5%
LPL Financial
6
LPL Financial
California
$819K +$433K +29,616 +111%
RCM
7
Robinson Capital Management
Michigan
$536K +$545K +37,240 New
PTC
8
Philadelphia Trust Company
Pennsylvania
$498K +$95.1K +6,500 +24%
SFS
9
Shaker Financial Services
Virginia
$480K +$52.3K +3,571 +12%
CA
10
Cornerstone Advisors
North Carolina
$442K +$220K +15,049 +96%
SIA
11
Sit Investment Associates
Minnesota
$394K -$297K -20,307 -43%
Morgan Stanley
12
Morgan Stanley
New York
$379K -$45.5K -3,109 -11%
PPA
13
Parametric Portfolio Associates
Washington
$312K +$317K +21,668 New
SG Americas Securities
14
SG Americas Securities
New York
$302K +$307K +21,001 New
Bank of America
15
Bank of America
North Carolina
$256K +$21.9K +1,499 +9%
UBS Group
16
UBS Group
Switzerland
$241K -$1.7K -116 -0.7%
HRC
17
Hoertkorn Richard Charles
$203K -$102K -7,000 -33%
PMG
18
ProVise Management Group
Florida
$153K +$5.85K +400 +4%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$149K +$49.5K +3,384 +48%
Wells Fargo
20
Wells Fargo
California
$100K +$21.4K +1,465 +27%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$86K -$19.1K -1,302 -18%
FHA
22
First Horizon Advisors
Tennessee
$86K
MFS
23
MSI Financial Services
Massachusetts
$68K +$60.7K +4,148 +698%
LWCFA
24
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$33K +$132 +9 +0.4%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$25K

JHI Hedge Fund Activity: Q4 2015 in Review

31 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q4 2015, worth a combined $14.3M — up 26% from $11.4M a quarter earlier.

Fund positioning in JHI was balanced in Q4 2015: 6 funds opened new positions, 6 closed out, 13 added to existing stakes and 8 trimmed.

The largest buyer was Stratos Wealth Partners, opening a new position worth an estimated $1.36M. The largest seller was Guggenheim Capital, cutting an estimated $514K.

  • 31 institutional investors held John Hancock Investors Trust (JHI) as of Q4 2015, unchanged from Q3 2015.
  • Funds reported $14.3M of John Hancock Investors Trust stock for Q4 2015, up 26% quarter-over-quarter.
  • 6 funds opened new John Hancock Investors Trust positions in Q4 2015 and 6 closed out, a net change of 0 holders.
  • The largest John Hancock Investors Trust buyer in Q4 2015 was Stratos Wealth Partners, an estimated $1.36M added.
  • The largest John Hancock Investors Trust seller in Q4 2015 was Guggenheim Capital, an estimated $514K sold.

Based on aggregated 13F filings for Q4 2015.