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JHI

John Hancock Investors Trust

29 hedge funds and large institutions have $23.1M invested in John Hancock Investors Trust in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 3

1.75% less ownership

Funds ownership: 15.45%13.7% (-1.8%)

8% less capital invested

Capital invested by funds: $25.1M → $23.1M (-$2.02M)

12% less funds holding

Funds holding: 3329 (-4)

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
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
13
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$4.04M +$202K +10,783 +5%
Wells Fargo
2
Wells Fargo
California
$3.27M +$572K +30,518 +22%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.03M +$86.4K +4,612 +5%
SWP
4
Stratos Wealth Partners
Ohio
$1.79M +$57K +3,042 +3%
UBS Group
5
UBS Group
Switzerland
$1.7M +$175K +9,348 +12%
Ameriprise
6
Ameriprise
Minnesota
$1.53M +$36.4K +1,941 +3%
Morgan Stanley
7
Morgan Stanley
New York
$1.42M +$363K +19,393 +36%
Cohen & Steers
8
Cohen & Steers
New York
$1.33M
Bank of America
9
Bank of America
North Carolina
$1.12M +$27.6K +1,475 +3%
NA
10
NewEdge Advisors
Louisiana
$891K +$863K +46,037 New
CIA
11
Capital Investment Advisors
Georgia
$691K -$8.17K -436 -1%
PTC
12
Philadelphia Trust Company
Pennsylvania
$654K -$4.68K -250 -0.7%
Invesco
13
Invesco
Georgia
$615K +$243K +12,986 +69%
LPL Financial
14
LPL Financial
California
$448K +$375 +20 +0.1%
HWAM
15
Hennion & Walsh Asset Management
New Jersey
$400K -$755K -40,294 -66%
HRC
16
Hoertkorn Richard Charles
$333K
RJFSA
17
Raymond James Financial Services Advisors
Florida
$244K +$20.6K +1,100 +10%
PMG
18
ProVise Management Group
Florida
$196K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$160K +$24.1K +1,287 +18%
FHA
20
First Horizon Advisors
Tennessee
$116K
GC
21
Gould Capital
Washington
$54K +$52.5K +2,800 New
VRM
22
Vectors Research Management
New York
$24K +$450 +24 +2%
HI
23
Hoey Investments
Pennsylvania
$17K
GWM
24
Geneos Wealth Management
Colorado
$16K
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$4K

JHI Hedge Fund Activity: Q4 2021 in Review

29 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q4 2021, worth a combined $23.1M — down 8.1% from $25.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of JHI and 3 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 13 added.

The largest buyer was NewEdge Advisors, opening a new position worth an estimated $863K. The largest seller was 1607 Capital Partners, exiting entirely with an estimated $3.27M sold.

  • 29 institutional investors held John Hancock Investors Trust (JHI) as of Q4 2021, down from 33 in Q3 2021.
  • Funds reported $23.1M of John Hancock Investors Trust stock for Q4 2021, down 8.1% quarter-over-quarter.
  • 3 funds opened new John Hancock Investors Trust positions in Q4 2021 and 6 closed out, a net change of -3 holders.
  • The largest John Hancock Investors Trust buyer in Q4 2021 was NewEdge Advisors, an estimated $863K added.
  • The largest John Hancock Investors Trust seller in Q4 2021 was 1607 Capital Partners, an estimated $3.27M sold.

Based on aggregated 13F filings for Q4 2021.