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JHI

John Hancock Investors Trust

37 hedge funds and large institutions have $20.4M invested in John Hancock Investors Trust in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $17.9M → $20.4M (+$2.55M)

2.46% more ownership

Funds ownership: 12.35%14.8% (+2.5%)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

3% less funds holding

Funds holding: 3837 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$3.13M +$1.01M +61,711 +46%
SWP
2
Stratos Wealth Partners
Ohio
$2.28M +$97.1K +5,954 +4%
GC
3
Guggenheim Capital
Illinois
$2.28M +$76.7K +4,700 +3%
Invesco
4
Invesco
Georgia
$2.27M -$445K -27,309 -16%
LCM
5
Laurion Capital Management
New York
$1.39M +$1.42M +87,273 New
RCM
6
Robinson Capital Management
Michigan
$1.25M -$155K -9,504 -11%
SFS
7
Shaker Financial Services
Virginia
$1.23M +$751K +46,020 +149%
Bank of America
8
Bank of America
North Carolina
$896K +$206K +12,628 +29%
Ameriprise
9
Ameriprise
Minnesota
$779K +$48.7K +2,984 +7%
PTC
10
Philadelphia Trust Company
Pennsylvania
$683K -$39.1K -2,400 -5%
SIA
11
Sit Investment Associates
Minnesota
$563K +$576K +35,307 New
CIA
12
Capital Investment Advisors
Georgia
$508K +$34.9K +2,140 +7%
Morgan Stanley
13
Morgan Stanley
New York
$479K -$43.9K -2,689 -8%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$445K
UBS Group
15
UBS Group
Switzerland
$427K +$19.9K +1,220 +5%
PAG
16
Private Advisor Group
New Jersey
$331K +$47K +2,881 +16%
LPL Financial
17
LPL Financial
California
$329K -$105K -6,408 -24%
DA
18
Doliver Advisors
Texas
$212K +$217K +13,282 New
HRC
19
Hoertkorn Richard Charles
$184K
RW
20
REDW Wealth
New Mexico
$162K
FHA
21
Flagship Harbor Advisors
Massachusetts
$129K -$32.9K -2,019 -20%
Wells Fargo
22
Wells Fargo
California
$99K -$20.8K -1,275 -17%
FHA
23
First Horizon Advisors
Tennessee
$96K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$94K -$9.17K -562 -9%
AG
25
Advisor Group
Arizona
$43K

JHI Hedge Fund Activity: Q2 2018 in Review

37 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q2 2018, worth a combined $20.4M — up 14% from $17.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of JHI and 5 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 9 added.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $1.42M. The largest seller was Invesco, cutting an estimated $445K.

  • 37 institutional investors held John Hancock Investors Trust (JHI) as of Q2 2018, down from 38 in Q1 2018.
  • Funds reported $20.4M of John Hancock Investors Trust stock for Q2 2018, up 14% quarter-over-quarter.
  • 5 funds opened new John Hancock Investors Trust positions in Q2 2018 and 6 closed out, a net change of -1 holder.
  • The largest John Hancock Investors Trust buyer in Q2 2018 was Laurion Capital Management, an estimated $1.42M added.
  • The largest John Hancock Investors Trust seller in Q2 2018 was Invesco, an estimated $445K sold.

Based on aggregated 13F filings for Q2 2018.