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JHI

John Hancock Investors Trust

32 hedge funds and large institutions have $16.6M invested in John Hancock Investors Trust in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

13% more capital invested

Capital invested by funds: $14.7M → $16.6M (+$1.94M)

1.41% more ownership

Funds ownership: 10.1%11.51% (+1.4%)

3% less funds holding

Funds holding: 3332 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$3.13M -$291K -17,542 -9%
SWP
2
Stratos Wealth Partners
Ohio
$2.71M +$650K +39,177 +32%
1CP
3
1607 Capital Partners
Virginia
$2.68M +$2.68M +161,427 New
Invesco
4
Invesco
Georgia
$2.05M -$179K -10,794 -8%
RCM
5
Robinson Capital Management
Michigan
$1.88M -$216K -13,013 -10%
LPL Financial
6
LPL Financial
California
$747K +$165K +9,944 +29%
Bank of America
7
Bank of America
North Carolina
$668K +$30.6K +1,847 +5%
UBS Group
8
UBS Group
Switzerland
$467K -$10.8K -653 -2%
Morgan Stanley
9
Morgan Stanley
New York
$411K +$45.8K +2,761 +13%
PTC
10
Philadelphia Trust Company
Pennsylvania
$379K -$55.1K -3,325 -13%
CIA
11
Capital Investment Advisors
Georgia
$372K +$8.62K +520 +2%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$241K +$1.41K +85 +0.6%
HRC
13
Hoertkorn Richard Charles
$191K -$34.8K -2,100 -15%
SG Americas Securities
14
SG Americas Securities
New York
$168K +$168K +10,115 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$145K +$41.9K +2,529 +41%
Wells Fargo
16
Wells Fargo
California
$103K +$17 +1 +0%
FHA
17
First Horizon Advisors
Tennessee
$100K
LWCFA
18
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$38K
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$29K
IIC
20
Integrated Investment Consultants
Michigan
$22K
AIM
21
Advantage Investment Management
Iowa
$17K +$332 +20 +2%
MFS
22
MSI Financial Services
Massachusetts
$14K -$779 -47 -5%
GWM
23
Geneos Wealth Management
Colorado
$14K
IA
24
IFP Advisors
Florida
$14K +$216 +13 +2%
Creative Planning
25
Creative Planning
Kansas
$14K +$12.9K +779 +974%

JHI Hedge Fund Activity: Q4 2016 in Review

32 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q4 2016, worth a combined $16.6M — up 13% from $14.7M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of JHI and 5 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 12 added.

The largest buyer was 1607 Capital Partners, opening a new position worth an estimated $2.68M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $549K sold.

  • 32 institutional investors held John Hancock Investors Trust (JHI) as of Q4 2016, down from 33 in Q3 2016.
  • Funds reported $16.6M of John Hancock Investors Trust stock for Q4 2016, up 13% quarter-over-quarter.
  • 5 funds opened new John Hancock Investors Trust positions in Q4 2016 and 6 closed out, a net change of -1 holder.
  • The largest John Hancock Investors Trust buyer in Q4 2016 was 1607 Capital Partners, an estimated $2.68M added.
  • The largest John Hancock Investors Trust seller in Q4 2016 was Laurion Capital Management, an estimated $549K sold.

Based on aggregated 13F filings for Q4 2016.