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JHI

John Hancock Investors Trust

41 hedge funds and large institutions have $37.6M invested in John Hancock Investors Trust in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

4% more capital invested

Capital invested by funds: $36.2M → $37.6M (+$1.44M)

0% more funds holding

Funds holding: 4141 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.08% less ownership

Funds ownership: 24.4%24.32% (-0.08%)

Holders
41
Holders Change
Holders Change %
0%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
15
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
$14.8M +$498K +28,900 +4%
SWP
2
Stratos Wealth Partners
Ohio
$3.16M +$64.1K +3,723 +2%
GC
3
Guggenheim Capital
Illinois
$2.82M +$375K +21,793 +16%
SFS
4
Shaker Financial Services
Virginia
$2.38M +$380K +22,040 +20%
Stifel Financial
5
Stifel Financial
Missouri
$1.5M +$211K +12,228 +17%
Invesco
6
Invesco
Georgia
$1.45M -$819K -47,579 -37%
TA
7
TCG Advisors
Texas
$1.34M +$139K +8,069 +12%
Bank of America
8
Bank of America
North Carolina
$1.33M +$276K +16,001 +27%
MAFM
9
Mid Atlantic Financial Management
Pennsylvania
$781K -$264K -15,350 -26%
RCM
10
Robinson Capital Management
Michigan
$750K
Ameriprise
11
Ameriprise
Minnesota
$707K -$27K -1,566 -4%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$705K +$61.9K +3,592 +10%
PTC
13
Philadelphia Trust Company
Pennsylvania
$609K -$103K -6,000 -15%
CIA
14
Capital Investment Advisors
Georgia
$599K +$121 +7 +0%
COLIM
15
City of London Investment Management
United Kingdom
$522K
UBS Group
16
UBS Group
Switzerland
$510K +$50.1K +2,909 +11%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$448K +$69.6K +4,040 +19%
PAS
18
Park Avenue Securities
New York
$448K +$70.9K +4,118 +19%
Morgan Stanley
19
Morgan Stanley
New York
$340K +$14.7K +853 +5%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$302K -$6.82K -396 -2%
Wells Fargo
21
Wells Fargo
California
$266K -$70.3K -4,080 -21%
LPL Financial
22
LPL Financial
California
$259K -$140K -8,143 -36%
AC
23
Aristides Capital
Kentucky
$222K +$215K +12,500 New
HRC
24
Hoertkorn Richard Charles
$204K
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$183K -$6.41K -372 -3%

JHI Hedge Fund Activity: Q4 2019 in Review

41 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q4 2019, worth a combined $37.6M — up 4% from $36.2M a quarter earlier.

Fund positioning in JHI was balanced in Q4 2019: 4 funds opened new positions, 4 closed out, 15 added to existing stakes and 10 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $498K. The largest seller was Private Advisor Group, exiting entirely with an estimated $936K sold.

  • 41 institutional investors held John Hancock Investors Trust (JHI) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $37.6M of John Hancock Investors Trust stock for Q4 2019, up 4% quarter-over-quarter.
  • 4 funds opened new John Hancock Investors Trust positions in Q4 2019 and 4 closed out, a net change of 0 holders.
  • The largest John Hancock Investors Trust buyer in Q4 2019 was 1607 Capital Partners, an estimated $498K added.
  • The largest John Hancock Investors Trust seller in Q4 2019 was Private Advisor Group, an estimated $936K sold.

Based on aggregated 13F filings for Q4 2019.