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JHI

John Hancock Investors Trust

34 hedge funds and large institutions have $19.1M invested in John Hancock Investors Trust in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

15% more capital invested

Capital invested by funds: $16.6M → $19.1M (+$2.46M)

6% more funds holding

Funds holding: 3234 (+2)

1.37% more ownership

Funds ownership: 11.51%12.88% (+1.4%)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$3.03M +$920K +54,017 +44%
1CP
2
1607 Capital Partners
Virginia
$2.85M +$100K +5,880 +4%
GC
3
Guggenheim Capital
Illinois
$2.81M -$401K -23,561 -13%
SWP
4
Stratos Wealth Partners
Ohio
$2.69M -$91.6K -5,380 -3%
RCM
5
Robinson Capital Management
Michigan
$2.13M +$196K +11,500 +10%
LPL Financial
6
LPL Financial
California
$746K -$10.1K -594 -1%
Bank of America
7
Bank of America
North Carolina
$685K
LCM
8
Laurion Capital Management
New York
$621K +$621K +36,468 New
CRC
9
Curi RMB Capital
Illinois
$529K +$529K +31,061 New
Morgan Stanley
10
Morgan Stanley
New York
$417K -$5.5K -323 -1%
UBS Group
11
UBS Group
Switzerland
$400K -$80.2K -4,709 -17%
PTC
12
Philadelphia Trust Company
Pennsylvania
$389K
CIA
13
Capital Investment Advisors
Georgia
$380K -$1.36K -80 -0.4%
VKH
14
Virtu KCG Holdings
New York
$331K +$331K +19,436 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$240K -$8.04K -472 -3%
HRC
16
Hoertkorn Richard Charles
$196K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$145K -$3.27K -192 -2%
Wells Fargo
18
Wells Fargo
California
$121K +$14.7K +861 +14%
WAM
19
Wolverine Asset Management
Illinois
$103K +$104K +6,095 New
FHA
20
First Horizon Advisors
Tennessee
$102K
LWCFA
21
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$39K
BFEC
22
Benjamin F. Edwards & Company
Missouri
$26K +$25.5K +1,500 New
IIC
23
Integrated Investment Consultants
Michigan
$22K
AIM
24
Advantage Investment Management
Iowa
$18K +$323 +19 +2%
Creative Planning
25
Creative Planning
Kansas
$15K

JHI Hedge Fund Activity: Q1 2017 in Review

34 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q1 2017, worth a combined $19.1M — up 15% from $16.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JHI positions and 3 closed out — a net gain of 3 holders — while 6 added to existing stakes and 9 trimmed.

The largest buyer was Invesco, adding an estimated $920K. The largest seller was Guggenheim Capital, cutting an estimated $401K.

  • 34 institutional investors held John Hancock Investors Trust (JHI) as of Q1 2017, up from 32 in Q4 2016.
  • Funds reported $19.1M of John Hancock Investors Trust stock for Q1 2017, up 15% quarter-over-quarter.
  • 6 funds opened new John Hancock Investors Trust positions in Q1 2017 and 3 closed out, a net change of +3 holders.
  • The largest John Hancock Investors Trust buyer in Q1 2017 was Invesco, an estimated $920K added.
  • The largest John Hancock Investors Trust seller in Q1 2017 was Guggenheim Capital, an estimated $401K sold.

Based on aggregated 13F filings for Q1 2017.