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JHI

John Hancock Investors Trust

35 hedge funds and large institutions have $18.6M invested in John Hancock Investors Trust in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

3% more funds holding

Funds holding: 3435 (+1)

0.45% less ownership

Funds ownership: 12.88%12.43% (-0.45%)

3% less capital invested

Capital invested by funds: $19.1M → $18.6M (-$541K)

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$3.71M +$675K +38,633 +22%
1CP
2
1607 Capital Partners
Virginia
$2.79M -$82.1K -4,700 -3%
SWP
3
Stratos Wealth Partners
Ohio
$2.44M -$271K -15,506 -10%
GC
4
Guggenheim Capital
Illinois
$2.34M -$494K -28,288 -17%
RCM
5
Robinson Capital Management
Michigan
$2.14M
Bank of America
6
Bank of America
North Carolina
$680K -$9.87K -565 -1%
PTC
7
Philadelphia Trust Company
Pennsylvania
$638K +$252K +14,396 +63%
Morgan Stanley
8
Morgan Stanley
New York
$472K +$53K +3,032 +12%
CIA
9
Capital Investment Advisors
Georgia
$418K +$35.7K +2,045 +9%
CRC
10
Curi RMB Capital
Illinois
$388K -$148K -8,448 -27%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$361K +$122K +6,997 +50%
UBS Group
12
UBS Group
Switzerland
$336K -$67.6K -3,868 -16%
LPL Financial
13
LPL Financial
California
$284K -$474K -27,134 -62%
HRC
14
Hoertkorn Richard Charles
$197K
Millennium Management
15
Millennium Management
New York
$197K +$201K +11,487 New
FHA
16
Flagship Harbor Advisors
Massachusetts
$191K +$189K +10,804 New
PMG
17
ProVise Management Group
Florida
$190K +$194K +11,090 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$147K +$140 +8 +0.1%
Wells Fargo
19
Wells Fargo
California
$140K +$19.2K +1,098 +15%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$123K +$98.7K +5,648 +377%
FHA
21
First Horizon Advisors
Tennessee
$103K
SG Americas Securities
22
SG Americas Securities
New York
$101K +$102K +5,861 New
LWCFA
23
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42K
IIC
24
Integrated Investment Consultants
Michigan
$22K
AIM
25
Advantage Investment Management
Iowa
$18K +$332 +19 +2%

JHI Hedge Fund Activity: Q2 2017 in Review

35 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q2 2017, worth a combined $18.6M — down 2.8% from $19.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JHI positions and 4 closed out — a net gain of 1 holder — while 10 added to existing stakes and 8 trimmed.

The largest buyer was Invesco, adding an estimated $675K. The largest seller was Laurion Capital Management, exiting entirely with an estimated $621K sold.

  • 35 institutional investors held John Hancock Investors Trust (JHI) as of Q2 2017, up from 34 in Q1 2017.
  • Funds reported $18.6M of John Hancock Investors Trust stock for Q2 2017, down 2.8% quarter-over-quarter.
  • 5 funds opened new John Hancock Investors Trust positions in Q2 2017 and 4 closed out, a net change of +1 holder.
  • The largest John Hancock Investors Trust buyer in Q2 2017 was Invesco, an estimated $675K added.
  • The largest John Hancock Investors Trust seller in Q2 2017 was Laurion Capital Management, an estimated $621K sold.

Based on aggregated 13F filings for Q2 2017.