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JHI

John Hancock Investors Trust

33 hedge funds and large institutions have $25.1M invested in John Hancock Investors Trust in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

18% more funds holding

Funds holding: 2833 (+5)

4.43% less ownership

Funds ownership: 19.88%15.45% (-4.4%)

23% less capital invested

Capital invested by funds: $32.6M → $25.1M (-$7.52M)

Holders
33
Holders Change
+5
Holders Change %
+17.86%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$3.69M +$257K +13,625 +7%
1CP
2
1607 Capital Partners
Virginia
$3.27M -$10.8M -569,010 -76%
Wells Fargo
3
Wells Fargo
California
$2.58M +$2.4M +127,248 +1,156%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.87M +$318K +16,822 +20%
SWP
5
Stratos Wealth Partners
Ohio
$1.67M +$82.4K +4,363 +5%
UBS Group
6
UBS Group
Switzerland
$1.46M +$687K +36,377 +86%
Ameriprise
7
Ameriprise
Minnesota
$1.44M +$70.6K +3,738 +5%
Cohen & Steers
8
Cohen & Steers
New York
$1.29M +$267K +14,117 +26%
HWAM
9
Hennion & Walsh Asset Management
New Jersey
$1.14M -$18.5K -981 -2%
Bank of America
10
Bank of America
North Carolina
$1.05M -$84.1K -4,450 -7%
Morgan Stanley
11
Morgan Stanley
New York
$1M +$477K +25,263 +88%
MAFM
12
Mid Atlantic Financial Management
Pennsylvania
$1M -$32.1K -1,700 -3%
CIA
13
Capital Investment Advisors
Georgia
$674K +$170 +9 +0%
PTC
14
Philadelphia Trust Company
Pennsylvania
$636K
LPL Financial
15
LPL Financial
California
$432K +$44.3K +2,344 +11%
Invesco
16
Invesco
Georgia
$350K +$355K +18,778 New
HRC
17
Hoertkorn Richard Charles
$321K
KAS
18
Kestra Advisory Services
Texas
$262K +$265K +14,048 New
SFS
19
Shaker Financial Services
Virginia
$248K -$58.7K -3,109 -19%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$215K -$472 -25 -0.2%
PMG
21
ProVise Management Group
Florida
$189K -$2.83K -150 -1%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$130K +$38 +2 +0%
FHA
23
First Horizon Advisors
Tennessee
$112K
VRM
24
Vectors Research Management
New York
$22K +$435 +23 +2%
HI
25
Hoey Investments
Pennsylvania
$16K

JHI Hedge Fund Activity: Q3 2021 in Review

33 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q3 2021, worth a combined $25.1M — down 23% from $32.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JHI positions and 1 closed out — a net gain of 6 holders — while 12 added to existing stakes and 7 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.4M. The largest seller was 1607 Capital Partners, cutting an estimated $10.8M.

  • 33 institutional investors held John Hancock Investors Trust (JHI) as of Q3 2021, up from 28 in Q2 2021.
  • Funds reported $25.1M of John Hancock Investors Trust stock for Q3 2021, down 23% quarter-over-quarter.
  • 7 funds opened new John Hancock Investors Trust positions in Q3 2021 and 1 closed out, a net change of +6 holders.
  • The largest John Hancock Investors Trust buyer in Q3 2021 was Wells Fargo, an estimated $2.4M added.
  • The largest John Hancock Investors Trust seller in Q3 2021 was 1607 Capital Partners, an estimated $10.8M sold.

Based on aggregated 13F filings for Q3 2021.