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JHI

John Hancock Investors Trust

30 hedge funds and large institutions have $14.2M invested in John Hancock Investors Trust in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.79% less ownership

Funds ownership: 11.31%10.52% (-0.79%)

1% less capital invested

Capital invested by funds: $14.3M → $14.2M (-$163K)

3% less funds holding

Funds holding: 3130 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$3.5M -$622K -43,273 -16%
SWP
2
Stratos Wealth Partners
Ohio
$1.97M +$505K +35,143 +38%
Invesco
3
Invesco
Georgia
$1.73M +$222K +15,479 +16%
LCM
4
Laurion Capital Management
New York
$1.29M +$1.2M +83,424 New
RCM
5
Robinson Capital Management
Michigan
$996K +$392K +27,300 +73%
LPL Financial
6
LPL Financial
California
$920K +$56.9K +3,960 +7%
LCM
7
Landscape Capital Management
New Jersey
$721K -$582K -40,469 -46%
PTC
8
Philadelphia Trust Company
Pennsylvania
$570K +$41.7K +2,900 +9%
Morgan Stanley
9
Morgan Stanley
New York
$392K -$13.8K -963 -4%
PPA
10
Parametric Portfolio Associates
Washington
$340K +$4.93K +343 +2%
Bank of America
11
Bank of America
North Carolina
$276K +$1.21K +84 +0.5%
ACP
12
Aviance Capital Partners
Florida
$254K +$237K +16,476 New
HRC
13
Hoertkorn Richard Charles
$218K
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$181K +$18.7K +1,301 +12%
PMG
15
ProVise Management Group
Florida
$164K
UBS Group
16
UBS Group
Switzerland
$163K -$89.1K -6,199 -37%
FHA
17
First Horizon Advisors
Tennessee
$93K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$91K -$1.16K -81 -1%
Wells Fargo
19
Wells Fargo
California
$88K -$18.2K -1,266 -18%
AWMS
20
Advocacy Wealth Management Services
Georgia
$41K +$38.2K +2,658 New
LWCFA
21
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$36K
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$27K
MFS
23
MSI Financial Services
Massachusetts
$25K -$45.2K -3,143 -66%
IIC
24
Integrated Investment Consultants
Michigan
$20K +$18.7K +1,300 New
GWM
25
Geneos Wealth Management
Colorado
$13K +$12.2K +850 New

JHI Hedge Fund Activity: Q1 2016 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 2016, worth a combined $14.2M — down 1.1% from $14.3M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of JHI and 6 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 8 added.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $1.2M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $835K sold.

  • 30 institutional investors held John Hancock Investors Trust (JHI) as of Q1 2016, down from 31 in Q4 2015.
  • Funds reported $14.2M of John Hancock Investors Trust stock for Q1 2016, down 1.1% quarter-over-quarter.
  • 6 funds opened new John Hancock Investors Trust positions in Q1 2016 and 7 closed out, a net change of -1 holder.
  • The largest John Hancock Investors Trust buyer in Q1 2016 was Laurion Capital Management, an estimated $1.2M added.
  • The largest John Hancock Investors Trust seller in Q1 2016 was Wolverine Asset Management, an estimated $835K sold.

Based on aggregated 13F filings for Q1 2016.