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JHI

John Hancock Investors Trust

33 hedge funds and large institutions have $14.7M invested in John Hancock Investors Trust in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

18% more funds holding

Funds holding: 2833 (+5)

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

9% more capital invested

Capital invested by funds: $13.5M → $14.7M (+$1.2M)

0.5% more ownership

Funds ownership: 9.6%10.1% (+0.5%)

Holders
33
Holders Change
+5
Holders Change %
+17.86%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
8
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$3.44M -$287K -16,786 -8%
Invesco
2
Invesco
Georgia
$2.25M +$354K +20,707 +18%
RCM
3
Robinson Capital Management
Michigan
$2.11M -$233K -13,662 -10%
SWP
4
Stratos Wealth Partners
Ohio
$2.08M -$107K -6,282 -5%
Bank of America
5
Bank of America
North Carolina
$641K -$42.7K -2,498 -6%
LPL Financial
6
LPL Financial
California
$574K +$13.2K +775 +2%
LCM
7
Laurion Capital Management
New York
$549K +$562K +32,888 New
UBS Group
8
UBS Group
Switzerland
$482K +$93.7K +5,487 +24%
PTC
9
Philadelphia Trust Company
Pennsylvania
$437K +$447K +26,150 New
Morgan Stanley
10
Morgan Stanley
New York
$368K -$93K -5,446 -20%
CIA
11
Capital Investment Advisors
Georgia
$366K +$79.4K +4,652 +27%
SFS
12
Shaker Financial Services
Virginia
$242K +$248K +14,494 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$241K +$8.64K +506 +4%
HRC
14
Hoertkorn Richard Charles
$227K -$8.54K -500 -4%
DA
15
Doliver Advisors
Texas
$203K +$208K +12,181 New
Wells Fargo
16
Wells Fargo
California
$104K +$12.8K +752 +14%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$103K +$3.74K +219 +4%
FHA
18
First Horizon Advisors
Tennessee
$100K
LWCFA
19
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$39K
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$29K
IIC
21
Integrated Investment Consultants
Michigan
$22K
AIM
22
Advantage Investment Management
Iowa
$17K +$17.1K +1,000 New
MFS
23
MSI Financial Services
Massachusetts
$15K -$7.84K -459 -33%
GWM
24
Geneos Wealth Management
Colorado
$14K
IA
25
IFP Advisors
Florida
$14K +$8.54K +500 +143%

JHI Hedge Fund Activity: Q3 2016 in Review

33 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q3 2016, worth a combined $14.7M — up 8.8% from $13.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JHI positions and 3 closed out — a net gain of 5 holders — while 8 added to existing stakes and 7 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $562K. The largest seller was Aviance Capital Partners, exiting entirely with an estimated $353K sold.

  • 33 institutional investors held John Hancock Investors Trust (JHI) as of Q3 2016, up from 28 in Q2 2016.
  • Funds reported $14.7M of John Hancock Investors Trust stock for Q3 2016, up 8.8% quarter-over-quarter.
  • 8 funds opened new John Hancock Investors Trust positions in Q3 2016 and 3 closed out, a net change of +5 holders.
  • The largest John Hancock Investors Trust buyer in Q3 2016 was Laurion Capital Management, an estimated $562K added.
  • The largest John Hancock Investors Trust seller in Q3 2016 was Aviance Capital Partners, an estimated $353K sold.

Based on aggregated 13F filings for Q3 2016.