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JHI

John Hancock Investors Trust

29 hedge funds and large institutions have $32.7M invested in John Hancock Investors Trust in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $32.2M → $32.7M (+$504K)

0.59% less ownership

Funds ownership: 21.45%20.87% (-0.59%)

12% less funds holding

Funds holding: 3329 (-4)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
29
Holders Change
-4
Holders Change %
-12.12%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$15.5M +$283K +15,918 +2%
GC
2
Guggenheim Capital
Illinois
$2.75M -$295K -16,608 -10%
SWP
3
Stratos Wealth Partners
Ohio
$1.63M -$1.58K -89 -0.1%
Stifel Financial
4
Stifel Financial
Missouri
$1.54M +$4.05K +228 +0.3%
Bank of America
5
Bank of America
North Carolina
$1.29M +$19.3K +1,088 +2%
Ameriprise
6
Ameriprise
Minnesota
$1.25M -$3.25K -183 -0.3%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.2M +$220K +12,399 +23%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$1.12M +$1.11M +62,300 New
MAFM
9
Mid Atlantic Financial Management
Pennsylvania
$917K +$134K +7,550 +17%
Cohen & Steers
10
Cohen & Steers
New York
$880K
Morgan Stanley
11
Morgan Stanley
New York
$678K +$164K +9,217 +32%
CIA
12
Capital Investment Advisors
Georgia
$676K -$19.3K -1,083 -3%
PTC
13
Philadelphia Trust Company
Pennsylvania
$617K
SFS
14
Shaker Financial Services
Virginia
$571K -$157K -8,810 -22%
UBS Group
15
UBS Group
Switzerland
$391K -$57.9K -3,257 -13%
LPL Financial
16
LPL Financial
California
$371K -$13.9K -780 -4%
HRC
17
Hoertkorn Richard Charles
$309K
RJFSA
18
Raymond James Financial Services Advisors
Florida
$208K +$17.3K +975 +9%
Wells Fargo
19
Wells Fargo
California
$198K -$17.8K -1,000 -8%
PMG
20
ProVise Management Group
Florida
$185K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$130K -$15.6K -875 -11%
SFS
22
Sowell Financial Services
Arkansas
$119K +$114K +6,400 New
FHA
23
First Horizon Advisors
Tennessee
$108K
GWM
24
Geneos Wealth Management
Colorado
$15K
HI
25
Hoey Investments
Pennsylvania
$15K

JHI Hedge Fund Activity: Q1 2021 in Review

29 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q1 2021, worth a combined $32.7M — up 1.6% from $32.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of JHI and 3 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 7 added.

The largest buyer was 1607 Capital Partners, adding an estimated $283K. The largest seller was HUB Investment Partners, exiting entirely with an estimated $874K sold.

  • 29 institutional investors held John Hancock Investors Trust (JHI) as of Q1 2021, down from 33 in Q4 2020.
  • Funds reported $32.7M of John Hancock Investors Trust stock for Q1 2021, up 1.6% quarter-over-quarter.
  • 3 funds opened new John Hancock Investors Trust positions in Q1 2021 and 6 closed out, a net change of -3 holders.
  • The largest John Hancock Investors Trust buyer in Q1 2021 was 1607 Capital Partners, an estimated $283K added.
  • The largest John Hancock Investors Trust seller in Q1 2021 was HUB Investment Partners, an estimated $874K sold.

Based on aggregated 13F filings for Q1 2021.