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JHI

John Hancock Investors Trust

28 hedge funds and large institutions have $14.2M invested in John Hancock Investors Trust in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 2928 (-1)

3.97% less ownership

Funds ownership: 13.7%9.73% (-4%)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

38% less capital invested

Capital invested by funds: $23.1M → $14.2M (-$8.85M)

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

Holders
28
Holders Change
-1
Holders Change %
-3.45%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$3.02M -$492K -29,056 -14%
Osaic Holdings
2
Osaic Holdings
Arizona
$1.74M -$21.8K -1,288 -1%
Ameriprise
3
Ameriprise
Minnesota
$1.32M -$9.79K -578 -0.7%
Morgan Stanley
4
Morgan Stanley
New York
$1.27M +$41.2K +2,434 +3%
SWP
5
Stratos Wealth Partners
Ohio
$1.02M -$537K -31,725 -34%
Bank of America
6
Bank of America
North Carolina
$846K -$125K -7,391 -13%
NA
7
NewEdge Advisors
Louisiana
$819K +$46.6K +2,751 +6%
Invesco
8
Invesco
Georgia
$664K +$132K +7,777 +24%
UBS Group
9
UBS Group
Switzerland
$611K -$871K -51,414 -59%
PTC
10
Philadelphia Trust Company
Pennsylvania
$568K
CIA
11
Capital Investment Advisors
Georgia
$564K -$35.6K -2,101 -6%
LPL Financial
12
LPL Financial
California
$453K +$64.3K +3,795 +16%
Cohen & Steers
13
Cohen & Steers
New York
$402K -$762K -45,000 -65%
HRC
14
Hoertkorn Richard Charles
$255K -$33.9K -2,000 -12%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$212K
Wells Fargo
16
Wells Fargo
California
$196K -$2.66M -157,141 -93%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$113K -$26.2K -1,548 -19%
GC
18
Gould Capital
Washington
$48K +$965 +57 +2%
FCG
19
Financial Connections Group
California
$40K +$40.6K +2,400 New
IA
20
IFP Advisors
Florida
$23K +$23.7K +1,400 New
VRM
21
Vectors Research Management
New York
$21K +$423 +25 +2%
GWM
22
Geneos Wealth Management
Colorado
$14K
HI
23
Hoey Investments
Pennsylvania
$14K
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$4K
PA
25
PSI Advisors
Florida
$2K

JHI Hedge Fund Activity: Q1 2022 in Review

28 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q1 2022, worth a combined $14.2M — down 38% from $23.1M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of JHI and 2 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 6 added.

The largest buyer was Invesco, adding an estimated $132K. The largest seller was Wells Fargo, cutting an estimated $2.66M.

  • 28 institutional investors held John Hancock Investors Trust (JHI) as of Q1 2022, down from 29 in Q4 2021.
  • Funds reported $14.2M of John Hancock Investors Trust stock for Q1 2022, down 38% quarter-over-quarter.
  • 2 funds opened new John Hancock Investors Trust positions in Q1 2022 and 3 closed out, a net change of -1 holder.
  • The largest John Hancock Investors Trust buyer in Q1 2022 was Invesco, an estimated $132K added.
  • The largest John Hancock Investors Trust seller in Q1 2022 was Wells Fargo, an estimated $2.66M sold.

Based on aggregated 13F filings for Q1 2022.