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JHI

John Hancock Investors Trust

41 hedge funds and large institutions have $34.3M invested in John Hancock Investors Trust in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

10% more capital invested

Capital invested by funds: $31.1M → $34.3M (+$3.26M)

3% more funds holding

Funds holding: 4041 (+1)

1.41% more ownership

Funds ownership: 22.63%24.04% (+1.4%)

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$13.2M +$1.01M +62,700 +8%
SFS
2
Shaker Financial Services
Virginia
$2.98M -$265K -16,472 -8%
SWP
3
Stratos Wealth Partners
Ohio
$2.85M +$44.2K +2,747 +2%
Invesco
4
Invesco
Georgia
$1.85M +$12.9K +799 +0.7%
GC
5
Guggenheim Capital
Illinois
$1.74M -$184K -11,414 -10%
MAFM
6
Mid Atlantic Financial Management
Pennsylvania
$1.1M -$51.5K -3,200 -5%
Bank of America
7
Bank of America
North Carolina
$951K +$8.25K +513 +0.9%
Stifel Financial
8
Stifel Financial
Missouri
$921K +$904K +56,213 New
RCM
9
Robinson Capital Management
Michigan
$702K
Ameriprise
10
Ameriprise
Minnesota
$680K -$33.5K -2,084 -5%
WAM
11
Wolverine Asset Management
Illinois
$675K -$23.3K -1,446 -3%
PTC
12
Philadelphia Trust Company
Pennsylvania
$661K
CIA
13
Capital Investment Advisors
Georgia
$555K +$8.3K +516 +2%
PAG
14
Private Advisor Group
New Jersey
$510K +$4.49K +279 +0.9%
COLIM
15
City of London Investment Management
United Kingdom
$484K +$475K +29,532 New
LCM
16
Landscape Capital Management
New Jersey
$461K -$34.5K -2,142 -7%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$423K +$358K +22,249 +630%
Wells Fargo
18
Wells Fargo
California
$383K -$31.5K -1,957 -8%
UBS Group
19
UBS Group
Switzerland
$380K +$16.4K +1,017 +5%
Morgan Stanley
20
Morgan Stanley
New York
$350K -$46.9K -2,913 -12%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$309K +$29.6K +1,842 +11%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$288K +$38.1K +2,366 +16%
SKK
23
Shepherd Kaplan Krochuk
Massachusetts
$273K +$268K +16,630 New
LPL Financial
24
LPL Financial
California
$253K +$7.32K +455 +3%
HRC
25
Hoertkorn Richard Charles
$189K

JHI Hedge Fund Activity: Q2 2019 in Review

41 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q2 2019, worth a combined $34.3M — up 10% from $31.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JHI positions and 4 closed out — a net gain of 1 holder — while 14 added to existing stakes and 10 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $1.01M. The largest seller was Park Avenue Securities, exiting entirely with an estimated $270K sold.

  • 41 institutional investors held John Hancock Investors Trust (JHI) as of Q2 2019, up from 40 in Q1 2019.
  • Funds reported $34.3M of John Hancock Investors Trust stock for Q2 2019, up 10% quarter-over-quarter.
  • 5 funds opened new John Hancock Investors Trust positions in Q2 2019 and 4 closed out, a net change of +1 holder.
  • The largest John Hancock Investors Trust buyer in Q2 2019 was 1607 Capital Partners, an estimated $1.01M added.
  • The largest John Hancock Investors Trust seller in Q2 2019 was Park Avenue Securities, an estimated $270K sold.

Based on aggregated 13F filings for Q2 2019.