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JHI

John Hancock Investors Trust

28 hedge funds and large institutions have $13.5M invested in John Hancock Investors Trust in 2016 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

0.92% less ownership

Funds ownership: 10.52%9.6% (-0.92%)

5% less capital invested

Capital invested by funds: $14.2M → $13.5M (-$643K)

7% less funds holding

Funds holding: 3028 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$3.59M -$67.3K -4,321 -2%
RCM
2
Robinson Capital Management
Michigan
$2.26M +$1.18M +75,545 +117%
SWP
3
Stratos Wealth Partners
Ohio
$2.1M +$41.8K +2,686 +2%
Invesco
4
Invesco
Georgia
$1.83M +$24.3K +1,561 +1%
Bank of America
5
Bank of America
North Carolina
$659K +$358K +23,002 +129%
LPL Financial
6
LPL Financial
California
$558K -$417K -26,754 -44%
Morgan Stanley
7
Morgan Stanley
New York
$443K +$32.8K +2,103 +8%
UBS Group
8
UBS Group
Switzerland
$376K +$199K +12,765 +121%
ACP
9
Aviance Capital Partners
Florida
$353K +$84.1K +5,401 +33%
CIA
10
Capital Investment Advisors
Georgia
$278K +$268K +17,236 New
HRC
11
Hoertkorn Richard Charles
$227K
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$226K +$35K +2,250 +19%
LCM
13
Landscape Capital Management
New Jersey
$162K -$571K -36,657 -79%
FHA
14
First Horizon Advisors
Tennessee
$97K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$96K +$1.14K +73 +1%
Wells Fargo
16
Wells Fargo
California
$88K -$3.13K -201 -4%
LWCFA
17
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$37K
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$28K
MFS
19
MSI Financial Services
Massachusetts
$22K -$3.44K -221 -14%
IIC
20
Integrated Investment Consultants
Michigan
$21K
GWM
21
Geneos Wealth Management
Colorado
$14K
WEC
22
Winslow Evans & Crocker
Massachusetts
$9.85K +$16 +1 +0.2%
GBT
23
Grove Bank & Trust
Florida
$8K
IA
24
IFP Advisors
Florida
$6K +$5.45K +350 New
TRCT
25
Tower Research Capital (TRC)
New York
$6K +$6.23K +400 New

JHI Hedge Fund Activity: Q2 2016 in Review

28 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q2 2016, worth a combined $13.5M — down 4.5% from $14.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of JHI and 3 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 10 added.

The largest buyer was Robinson Capital Management, adding an estimated $1.18M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $1.29M sold.

  • 28 institutional investors held John Hancock Investors Trust (JHI) as of Q2 2016, down from 30 in Q1 2016.
  • Funds reported $13.5M of John Hancock Investors Trust stock for Q2 2016, down 4.5% quarter-over-quarter.
  • 3 funds opened new John Hancock Investors Trust positions in Q2 2016 and 5 closed out, a net change of -2 holders.
  • The largest John Hancock Investors Trust buyer in Q2 2016 was Robinson Capital Management, an estimated $1.18M added.
  • The largest John Hancock Investors Trust seller in Q2 2016 was Laurion Capital Management, an estimated $1.29M sold.

Based on aggregated 13F filings for Q2 2016.