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JHI

John Hancock Investors Trust

40 hedge funds and large institutions have $31.1M invested in John Hancock Investors Trust in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

30% more capital invested

Capital invested by funds: $23.9M → $31.1M (+$7.14M)

14% more funds holding

Funds holding: 3540 (+5)

3.16% more ownership

Funds ownership: 19.47%22.63% (+3.2%)

Holders
40
Holders Change
+5
Holders Change %
+14.29%
% 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
16
Reduced
11
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$11.7M +$502K +32,573 +5%
SFS
2
Shaker Financial Services
Virginia
$3.13M +$2.28M +147,879 +293%
SWP
3
Stratos Wealth Partners
Ohio
$2.69M +$39.3K +2,548 +2%
GC
4
Guggenheim Capital
Illinois
$1.85M +$3.02K +196 +0.2%
Invesco
5
Invesco
Georgia
$1.77M -$196K -12,722 -10%
MAFM
6
Mid Atlantic Financial Management
Pennsylvania
$1.11M +$75.6K +4,900 +7%
Bank of America
7
Bank of America
North Carolina
$907K -$3.58K -232 -0.4%
Ameriprise
8
Ameriprise
Minnesota
$687K -$15.5K -1,007 -2%
WAM
9
Wolverine Asset Management
Illinois
$672K +$516K +33,478 +365%
RCM
10
Robinson Capital Management
Michigan
$666K -$25.4K -1,649 -4%
PTC
11
Philadelphia Trust Company
Pennsylvania
$636K -$15.4K -1,000 -2%
CIA
12
Capital Investment Advisors
Georgia
$525K -$21.5K -1,392 -4%
PAG
13
Private Advisor Group
New Jersey
$486K +$19.5K +1,267 +4%
LCM
14
Landscape Capital Management
New Jersey
$477K +$81.3K +5,271 +21%
Wells Fargo
15
Wells Fargo
California
$399K +$281K +18,215 +256%
Morgan Stanley
16
Morgan Stanley
New York
$382K +$17.8K +1,155 +5%
UBS Group
17
UBS Group
Switzerland
$349K -$6.79K -440 -2%
PAS
18
Park Avenue Securities
New York
$270K +$262K +17,012 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$269K +$4.07K +264 +2%
CRC
20
Curi RMB Capital
Illinois
$268K +$2.27K +147 +0.9%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$240K +$17K +1,105 +8%
LPL Financial
22
LPL Financial
California
$236K -$28K -1,815 -11%
SIA
23
Sit Investment Associates
Minnesota
$182K +$178K +11,565 New
HRC
24
Hoertkorn Richard Charles
$181K
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$168K +$164K +10,653 New

JHI Hedge Fund Activity: Q1 2019 in Review

40 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q1 2019, worth a combined $31.1M — up 30% from $23.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JHI positions and 0 closed out — a net gain of 5 holders — while 16 added to existing stakes and 11 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $2.28M. The largest seller was Invesco, cutting an estimated $196K.

  • 40 institutional investors held John Hancock Investors Trust (JHI) as of Q1 2019, up from 35 in Q4 2018.
  • Funds reported $31.1M of John Hancock Investors Trust stock for Q1 2019, up 30% quarter-over-quarter.
  • 5 funds opened new John Hancock Investors Trust positions in Q1 2019 and 0 closed out, a net change of +5 holders.
  • The largest John Hancock Investors Trust buyer in Q1 2019 was Shaker Financial Services, an estimated $2.28M added.
  • The largest John Hancock Investors Trust seller in Q1 2019 was Invesco, an estimated $196K sold.

Based on aggregated 13F filings for Q1 2019.