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JHI

John Hancock Investors Trust

34 hedge funds and large institutions have $28M invested in John Hancock Investors Trust in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

1.7% less ownership

Funds ownership: 21.95%20.26% (-1.7%)

6% less funds holding

Funds holding: 3634 (-2)

6% less capital invested

Capital invested by funds: $29.7M → $28M (-$1.71M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
34
Holders Change
-2
Holders Change %
-5.56%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$13.3M -$67.4K -4,200 -0.5%
GC
2
Guggenheim Capital
Illinois
$2.71M +$129K +8,025 +5%
SWP
3
Stratos Wealth Partners
Ohio
$1.44M -$875K -54,565 -38%
Stifel Financial
4
Stifel Financial
Missouri
$1.4M -$44.8K -2,791 -3%
Ameriprise
5
Ameriprise
Minnesota
$1.02M +$69K +4,303 +7%
Bank of America
6
Bank of America
North Carolina
$950K +$6.74K +420 +0.7%
MAFM
7
Mid Atlantic Financial Management
Pennsylvania
$665K -$6.42K -400 -1%
CIA
8
Capital Investment Advisors
Georgia
$595K +$48.3K +3,009 +9%
PTC
9
Philadelphia Trust Company
Pennsylvania
$543K
Cohen & Steers
10
Cohen & Steers
New York
$535K
COLIM
11
City of London Investment Management
United Kingdom
$467K
SFS
12
Shaker Financial Services
Virginia
$449K -$822K -51,233 -64%
Osaic Holdings
13
Osaic Holdings
Arizona
$438K +$253K +15,786 +133%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$398K +$401K +25,000 +20,833%
UBS Group
15
UBS Group
Switzerland
$354K -$6.42K -400 -2%
Invesco
16
Invesco
Georgia
$332K -$458K -28,567 -58%
RCM
17
Robinson Capital Management
Michigan
$321K -$305K -18,986 -48%
HRC
18
Hoertkorn Richard Charles
$274K +$32.1K +2,000 +13%
LPL Financial
19
LPL Financial
California
$271K +$433 +27 +0.2%
SKK
20
Shepherd Kaplan Krochuk
Massachusetts
$263K +$267K +16,620 New
Morgan Stanley
21
Morgan Stanley
New York
$238K -$36K -2,242 -13%
SIA
22
Sit Investment Associates
Minnesota
$237K +$241K +15,001 New
Wells Fargo
23
Wells Fargo
California
$186K -$23.5K -1,467 -11%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$170K +$13.8K +858 +9%
PMG
25
ProVise Management Group
Florida
$165K +$1.75K +109 +1%

JHI Hedge Fund Activity: Q3 2020 in Review

34 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q3 2020, worth a combined $28M — down 5.8% from $29.7M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of JHI and 3 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 11 added.

The largest buyer was PNC Financial Services Group, adding an estimated $401K. The largest seller was TCG Advisors, exiting entirely with an estimated $958K sold.

  • 34 institutional investors held John Hancock Investors Trust (JHI) as of Q3 2020, down from 36 in Q2 2020.
  • Funds reported $28M of John Hancock Investors Trust stock for Q3 2020, down 5.8% quarter-over-quarter.
  • 3 funds opened new John Hancock Investors Trust positions in Q3 2020 and 5 closed out, a net change of -2 holders.
  • The largest John Hancock Investors Trust buyer in Q3 2020 was PNC Financial Services Group, an estimated $401K added.
  • The largest John Hancock Investors Trust seller in Q3 2020 was TCG Advisors, an estimated $958K sold.

Based on aggregated 13F filings for Q3 2020.