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JHI

John Hancock Investors Trust

36 hedge funds and large institutions have $18.6M invested in John Hancock Investors Trust in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

15% more capital invested

Capital invested by funds: $16.2M → $18.6M (+$2.39M)

1.94% more ownership

Funds ownership: 10.25%12.19% (+1.9%)

0% more funds holding

Funds holding: 3636 (0)

Holders
36
Holders Change
Holders Change %
0%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$2.86M +$157K +8,850 +6%
SWP
2
Stratos Wealth Partners
Ohio
$2.41M -$25.8K -1,456 -1%
GC
3
Guggenheim Capital
Illinois
$2.23M +$241K +13,594 +12%
1CP
4
1607 Capital Partners
Virginia
$2.03M +$931K +52,537 +83%
RCM
5
Robinson Capital Management
Michigan
$2M +$138K +7,800 +7%
PTC
6
Philadelphia Trust Company
Pennsylvania
$751K
Bank of America
7
Bank of America
North Carolina
$706K -$50.3K -2,840 -7%
Ameriprise
8
Ameriprise
Minnesota
$629K +$459K +25,933 +259%
SFS
9
Shaker Financial Services
Virginia
$625K +$633K +35,709 New
Morgan Stanley
10
Morgan Stanley
New York
$562K +$119K +6,693 +26%
CIA
11
Capital Investment Advisors
Georgia
$525K -$6.75K -381 -1%
LCM
12
Laurion Capital Management
New York
$498K +$228K +12,869 +82%
UBS Group
13
UBS Group
Switzerland
$482K -$24.2K -1,367 -5%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$460K +$91.6K +5,169 +25%
LPL Financial
15
LPL Financial
California
$304K +$34.4K +1,944 +13%
HRC
16
Hoertkorn Richard Charles
$201K
FHA
17
Flagship Harbor Advisors
Massachusetts
$198K -$21.3K -1,200 -10%
PMG
18
ProVise Management Group
Florida
$191K +$5.32K +300 +3%
RW
19
REDW Wealth
New Mexico
$177K +$180K +10,139 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$169K +$12.2K +688 +8%
Wells Fargo
21
Wells Fargo
California
$143K +$35 +2 +0%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$125K
FHA
23
First Horizon Advisors
Tennessee
$105K
AG
24
Advisor Group
Arizona
$53K +$54K +3,048 New
LWCFA
25
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41K

JHI Hedge Fund Activity: Q4 2017 in Review

36 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q4 2017, worth a combined $18.6M — up 15% from $16.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new JHI positions and 3 closed out — a net gain of 1 holder — while 13 added to existing stakes and 5 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $931K. The largest seller was SG Americas Securities, exiting entirely with an estimated $131K sold.

  • 36 institutional investors held John Hancock Investors Trust (JHI) as of Q4 2017, unchanged from Q3 2017.
  • Funds reported $18.6M of John Hancock Investors Trust stock for Q4 2017, up 15% quarter-over-quarter.
  • 4 funds opened new John Hancock Investors Trust positions in Q4 2017 and 3 closed out, a net change of +1 holder.
  • The largest John Hancock Investors Trust buyer in Q4 2017 was 1607 Capital Partners, an estimated $931K added.
  • The largest John Hancock Investors Trust seller in Q4 2017 was SG Americas Securities, an estimated $131K sold.

Based on aggregated 13F filings for Q4 2017.