John Hancock Investors Trust
JHI
36 hedge funds and large institutions have $29.7M invested in John Hancock Investors Trust in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 7 closing their positions.
8% more capital invested
Capital invested by funds: $27.5M → $29.7M (+$2.13M)
3.16% less ownership
Funds ownership: 25.11% → 21.95% (-3.2%)
12% less funds holding
Funds holding: 41 → 36 (-5)
43% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 14
71% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$86.4K |
| 2 |
LPL Financial
San Diego,
California
|
+$43.4K |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$39.6K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$35.8K |
| 5 |
HRC
Hoertkorn Richard Charles
|
+$28.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$737K |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$512K |
| 3 |
SCM
Saba Capital Management
New York
|
-$498K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$491K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$410K |
JHI Hedge Fund Activity: Q2 2020 in Review
36 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q2 2020, worth a combined $29.7M — up 7.7% from $27.5M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of JHI and 2 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 8 added.
The largest buyer was Ameriprise, adding an estimated $86.4K. The largest seller was Shaker Financial Services, cutting an estimated $737K.
- 36 institutional investors held John Hancock Investors Trust (JHI) as of Q2 2020, down from 41 in Q1 2020.
- Funds reported $29.7M of John Hancock Investors Trust stock for Q2 2020, up 7.7% quarter-over-quarter.
- 2 funds opened new John Hancock Investors Trust positions in Q2 2020 and 7 closed out, a net change of -5 holders.
- The largest John Hancock Investors Trust buyer in Q2 2020 was Ameriprise, an estimated $86.4K added.
- The largest John Hancock Investors Trust seller in Q2 2020 was Shaker Financial Services, an estimated $737K sold.
Based on aggregated 13F filings for Q2 2020.