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JHI

John Hancock Investors Trust

35 hedge funds and large institutions have $21.4M invested in John Hancock Investors Trust in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

5% more capital invested

Capital invested by funds: $20.4M → $21.4M (+$958K)

0.45% more ownership

Funds ownership: 14.8%15.26% (+0.45%)

5% less funds holding

Funds holding: 3735 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
35
Holders Change
-2
Holders Change %
-5.41%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$4.79M +$1.65M +101,432 +52%
SWP
2
Stratos Wealth Partners
Ohio
$2.65M +$353K +21,727 +15%
Invesco
3
Invesco
Georgia
$2.29M +$1.9K +117 +0.1%
GC
4
Guggenheim Capital
Illinois
$2.11M -$189K -11,605 -8%
RCM
5
Robinson Capital Management
Michigan
$1.14M -$120K -7,396 -9%
SFS
6
Shaker Financial Services
Virginia
$1.13M -$112K -6,871 -9%
Bank of America
7
Bank of America
North Carolina
$935K +$31.7K +1,952 +3%
Ameriprise
8
Ameriprise
Minnesota
$761K -$24.3K -1,498 -3%
PTC
9
Philadelphia Trust Company
Pennsylvania
$665K -$24.4K -1,500 -4%
SIA
10
Sit Investment Associates
Minnesota
$570K +$1.63K +100 +0.3%
CIA
11
Capital Investment Advisors
Georgia
$556K +$44.4K +2,730 +9%
Morgan Stanley
12
Morgan Stanley
New York
$521K +$38.9K +2,395 +8%
PAG
13
Private Advisor Group
New Jersey
$416K +$83.5K +5,140 +25%
UBS Group
14
UBS Group
Switzerland
$411K -$21K -1,290 -5%
LCM
15
Laurion Capital Management
New York
$398K -$1.02M -62,559 -72%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$337K +$340K +20,926 New
LPL Financial
17
LPL Financial
California
$331K -$536 -33 -0.2%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$306K -$126K -7,726 -29%
HRC
19
Hoertkorn Richard Charles
$185K
PMG
20
ProVise Management Group
Florida
$170K
RW
21
REDW Wealth
New Mexico
$163K
FHA
22
Flagship Harbor Advisors
Massachusetts
$130K
Wells Fargo
23
Wells Fargo
California
$116K +$16.2K +999 +16%
FHA
24
First Horizon Advisors
Tennessee
$97K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$95K +$195 +12 +0.2%

JHI Hedge Fund Activity: Q3 2018 in Review

35 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q3 2018, worth a combined $21.4M — up 4.7% from $20.4M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of JHI and 2 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 10 added.

The largest buyer was 1607 Capital Partners, adding an estimated $1.65M. The largest seller was Laurion Capital Management, cutting an estimated $1.02M.

  • 35 institutional investors held John Hancock Investors Trust (JHI) as of Q3 2018, down from 37 in Q2 2018.
  • Funds reported $21.4M of John Hancock Investors Trust stock for Q3 2018, up 4.7% quarter-over-quarter.
  • 2 funds opened new John Hancock Investors Trust positions in Q3 2018 and 4 closed out, a net change of -2 holders.
  • The largest John Hancock Investors Trust buyer in Q3 2018 was 1607 Capital Partners, an estimated $1.65M added.
  • The largest John Hancock Investors Trust seller in Q3 2018 was Laurion Capital Management, an estimated $1.02M sold.

Based on aggregated 13F filings for Q3 2018.