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JHI

John Hancock Investors Trust

33 hedge funds and large institutions have $32.2M invested in John Hancock Investors Trust in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

15% more capital invested

Capital invested by funds: $28M → $32.2M (+$4.24M)

1.2% more ownership

Funds ownership: 20.26%21.45% (+1.2%)

3% less funds holding

Funds holding: 3433 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$14.6M +$146K +8,800 +1%
GC
2
Guggenheim Capital
Illinois
$2.93M -$22.4K -1,354 -0.8%
SWP
3
Stratos Wealth Partners
Ohio
$1.57M +$1.24K +75 +0.1%
Stifel Financial
4
Stifel Financial
Missouri
$1.47M -$49.6K -2,996 -3%
Bank of America
5
Bank of America
North Carolina
$1.22M +$179K +10,835 +18%
Ameriprise
6
Ameriprise
Minnesota
$1.2M +$82K +4,949 +8%
Osaic Holdings
7
Osaic Holdings
Arizona
$941K +$443K +26,769 +97%
HIP
8
HUB Investment Partners
Texas
$874K +$915K +55,228 New
Cohen & Steers
9
Cohen & Steers
New York
$845K +$251K +15,153 +45%
MAFM
10
Mid Atlantic Financial Management
Pennsylvania
$750K +$46.4K +2,800 +7%
SFS
11
Shaker Financial Services
Virginia
$700K +$202K +12,218 +43%
CIA
12
Capital Investment Advisors
Georgia
$668K +$18K +1,084 +3%
PTC
13
Philadelphia Trust Company
Pennsylvania
$593K
COLIM
14
City of London Investment Management
United Kingdom
$510K
Morgan Stanley
15
Morgan Stanley
New York
$492K +$222K +13,420 +89%
UBS Group
16
UBS Group
Switzerland
$431K +$44K +2,657 +12%
LPL Financial
17
LPL Financial
California
$370K +$71.3K +4,303 +25%
RCM
18
Robinson Capital Management
Michigan
$350K
HRC
19
Hoertkorn Richard Charles
$297K -$2.07K -125 -0.7%
KAS
20
Kestra Advisory Services
Texas
$243K +$232K +14,016 New
Wells Fargo
21
Wells Fargo
California
$208K +$3.96K +239 +2%
SIA
22
Sit Investment Associates
Minnesota
$197K -$60K -3,622 -24%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$183K +$175K +10,573 New
PMG
24
ProVise Management Group
Florida
$177K -$2.48K -150 -1%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$139K -$44.3K -2,676 -25%

JHI Hedge Fund Activity: Q4 2020 in Review

33 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q4 2020, worth a combined $32.2M — up 15% from $28M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of JHI and 4 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 14 added.

The largest buyer was Osaic Holdings, adding an estimated $443K. The largest seller was PNC Financial Services Group, exiting entirely with an estimated $398K sold.

  • 33 institutional investors held John Hancock Investors Trust (JHI) as of Q4 2020, down from 34 in Q3 2020.
  • Funds reported $32.2M of John Hancock Investors Trust stock for Q4 2020, up 15% quarter-over-quarter.
  • 4 funds opened new John Hancock Investors Trust positions in Q4 2020 and 5 closed out, a net change of -1 holder.
  • The largest John Hancock Investors Trust buyer in Q4 2020 was Osaic Holdings, an estimated $443K added.
  • The largest John Hancock Investors Trust seller in Q4 2020 was PNC Financial Services Group, an estimated $398K sold.

Based on aggregated 13F filings for Q4 2020.