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JHI

John Hancock Investors Trust

38 hedge funds and large institutions have $17.9M invested in John Hancock Investors Trust in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

6% more funds holding

Funds holding: 3638 (+2)

0.15% more ownership

Funds ownership: 12.19%12.35% (+0.15%)

4% less capital invested

Capital invested by funds: $18.6M → $17.9M (-$715K)

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% 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
11
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$2.82M +$102K +5,950 +4%
GC
2
Guggenheim Capital
Illinois
$2.29M +$182K +10,597 +8%
SWP
3
Stratos Wealth Partners
Ohio
$2.27M -$17.3K -1,010 -0.7%
1CP
4
1607 Capital Partners
Virginia
$2.24M +$321K +18,700 +16%
RCM
5
Robinson Capital Management
Michigan
$1.46M -$453K -26,395 -23%
Ameriprise
6
Ameriprise
Minnesota
$762K +$170K +9,877 +27%
PTC
7
Philadelphia Trust Company
Pennsylvania
$751K +$39.5K +2,300 +5%
Bank of America
8
Bank of America
North Carolina
$724K +$55K +3,207 +8%
Morgan Stanley
9
Morgan Stanley
New York
$544K +$9.46K +551 +2%
SFS
10
Shaker Financial Services
Virginia
$513K -$82.8K -4,824 -14%
CIA
11
Capital Investment Advisors
Georgia
$494K -$5.15K -300 -1%
LPL Financial
12
LPL Financial
California
$449K +$165K +9,637 +55%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$445K +$8.67K +505 +2%
UBS Group
14
UBS Group
Switzerland
$425K -$34.1K -1,987 -7%
PAG
15
Private Advisor Group
New Jersey
$296K +$306K +17,836 New
HRC
16
Hoertkorn Richard Charles
$191K
PMG
17
ProVise Management Group
Florida
$181K
RW
18
REDW Wealth
New Mexico
$169K
FHA
19
Flagship Harbor Advisors
Massachusetts
$168K -$17.2K -1,000 -9%
Wells Fargo
20
Wells Fargo
California
$124K -$12.5K -726 -9%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$119K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$107K -$54.6K -3,183 -33%
FHA
23
First Horizon Advisors
Tennessee
$100K
AG
24
Advisor Group
Arizona
$45K -$5.75K -335 -11%
LWCFA
25
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$38K

JHI Hedge Fund Activity: Q1 2018 in Review

38 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q1 2018, worth a combined $17.9M — down 3.8% from $18.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JHI positions and 3 closed out — a net gain of 2 holders — while 11 added to existing stakes and 9 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $321K. The largest seller was Laurion Capital Management, exiting entirely with an estimated $498K sold.

  • 38 institutional investors held John Hancock Investors Trust (JHI) as of Q1 2018, up from 36 in Q4 2017.
  • Funds reported $17.9M of John Hancock Investors Trust stock for Q1 2018, down 3.8% quarter-over-quarter.
  • 5 funds opened new John Hancock Investors Trust positions in Q1 2018 and 3 closed out, a net change of +2 holders.
  • The largest John Hancock Investors Trust buyer in Q1 2018 was 1607 Capital Partners, an estimated $321K added.
  • The largest John Hancock Investors Trust seller in Q1 2018 was Laurion Capital Management, an estimated $498K sold.

Based on aggregated 13F filings for Q1 2018.