We are live on ! Find out more
JHI

John Hancock Investors Trust

35 hedge funds and large institutions have $23.9M invested in John Hancock Investors Trust in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $21.4M → $23.9M (+$2.56M)

4.22% more ownership

Funds ownership: 15.26%19.47% (+4.2%)

0% more funds holding

Funds holding: 3535 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

42% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 12

Holders
35
Holders Change
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$10M +$6.3M +413,826 +139%
SWP
2
Stratos Wealth Partners
Ohio
$2.38M +$58K +3,810 +2%
Invesco
3
Invesco
Georgia
$1.77M -$264K -17,316 -12%
GC
4
Guggenheim Capital
Illinois
$1.65M -$214K -14,052 -11%
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$924K +$996K +65,470 New
Bank of America
6
Bank of America
North Carolina
$815K -$5.59K -367 -0.6%
SFS
7
Shaker Financial Services
Virginia
$713K -$298K -19,559 -28%
Ameriprise
8
Ameriprise
Minnesota
$629K -$42.1K -2,764 -6%
RCM
9
Robinson Capital Management
Michigan
$620K -$411K -27,033 -38%
PTC
10
Philadelphia Trust Company
Pennsylvania
$583K
CIA
11
Capital Investment Advisors
Georgia
$490K +$1.99K +131 +0.4%
PAG
12
Private Advisor Group
New Jersey
$417K +$56K +3,681 +14%
LCM
13
Landscape Capital Management
New Jersey
$353K +$380K +24,986 New
Morgan Stanley
14
Morgan Stanley
New York
$326K -$142K -9,315 -29%
UBS Group
15
UBS Group
Switzerland
$319K -$44.4K -2,914 -11%
CRC
16
Curi RMB Capital
Illinois
$238K +$257K +16,860 New
LPL Financial
17
LPL Financial
California
$237K -$58.1K -3,816 -19%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$237K +$255K +16,763 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$200K -$74.9K -4,922 -26%
HRC
20
Hoertkorn Richard Charles
$162K
RW
21
REDW Wealth
New Mexico
$143K
WAM
22
Wolverine Asset Management
Illinois
$129K +$140K +9,180 New
FHA
23
Flagship Harbor Advisors
Massachusetts
$109K -$5.25K -345 -4%
Wells Fargo
24
Wells Fargo
California
$100K -$1.26K -83 -1%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$88K +$90.1K +5,921 +1,974%

JHI Hedge Fund Activity: Q4 2018 in Review

35 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q4 2018, worth a combined $23.9M — up 12% from $21.4M a quarter earlier.

Fund positioning in JHI was balanced in Q4 2018: 6 funds opened new positions, 6 closed out, 7 added to existing stakes and 12 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $6.3M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $570K sold.

  • 35 institutional investors held John Hancock Investors Trust (JHI) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $23.9M of John Hancock Investors Trust stock for Q4 2018, up 12% quarter-over-quarter.
  • 6 funds opened new John Hancock Investors Trust positions in Q4 2018 and 6 closed out, a net change of 0 holders.
  • The largest John Hancock Investors Trust buyer in Q4 2018 was 1607 Capital Partners, an estimated $6.3M added.
  • The largest John Hancock Investors Trust seller in Q4 2018 was Sit Investment Associates, an estimated $570K sold.

Based on aggregated 13F filings for Q4 2018.