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JHI

John Hancock Investors Trust

27 hedge funds and large institutions have $10.6M invested in John Hancock Investors Trust in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

0.5% less ownership

Funds ownership: 9.73%9.23% (-0.5%)

4% less funds holding

Funds holding: 2827 (-1)

26% less capital invested

Capital invested by funds: $14.2M → $10.6M (-$3.64M)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$1.95M -$476K -31,824 -18%
Osaic Holdings
2
Osaic Holdings
Arizona
$1.26M -$120K -8,060 -8%
Ameriprise
3
Ameriprise
Minnesota
$1.08M +$46.5K +3,113 +4%
Morgan Stanley
4
Morgan Stanley
New York
$1.05M +$56.3K +3,769 +5%
SWP
5
Stratos Wealth Partners
Ohio
$737K -$69.5K -4,652 -8%
NA
6
NewEdge Advisors
Louisiana
$661K +$20.4K +1,363 +3%
Bank of America
7
Bank of America
North Carolina
$660K -$4.1K -274 -0.5%
Invesco
8
Invesco
Georgia
$619K +$110K +7,387 +19%
CIA
9
Capital Investment Advisors
Georgia
$577K +$152K +10,190 +30%
PTC
10
Philadelphia Trust Company
Pennsylvania
$446K
Cohen & Steers
11
Cohen & Steers
New York
$315K
LPL Financial
12
LPL Financial
California
$301K -$61.4K -4,105 -15%
UBS Group
13
UBS Group
Switzerland
$242K -$269K -18,005 -49%
HRC
14
Hoertkorn Richard Charles
$200K
RJFSA
15
Raymond James Financial Services Advisors
Florida
$166K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$131K +$48.9K +3,274 +49%
Wells Fargo
17
Wells Fargo
California
$98K -$62.5K -4,178 -36%
GC
18
Gould Capital
Washington
$38K +$867 +58 +2%
IA
19
IFP Advisors
Florida
$23K
VRM
20
Vectors Research Management
New York
$17K +$448 +30 +2%
GWM
21
Geneos Wealth Management
Colorado
$11K
HI
22
Hoey Investments
Pennsylvania
$11K
CCM
23
Chilton Capital Management
Texas
$8K +$8.97K +600 New
PA
24
PSI Advisors
Florida
$2K
MWM
25
Mascoma Wealth Management
New Hampshire
$1K

JHI Hedge Fund Activity: Q2 2022 in Review

27 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q2 2022, worth a combined $10.6M — down 26% from $14.2M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of JHI and 2 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 8 added.

The largest buyer was Capital Investment Advisors, adding an estimated $152K. The largest seller was Guggenheim Capital, cutting an estimated $476K.

  • 27 institutional investors held John Hancock Investors Trust (JHI) as of Q2 2022, down from 28 in Q1 2022.
  • Funds reported $10.6M of John Hancock Investors Trust stock for Q2 2022, down 26% quarter-over-quarter.
  • 2 funds opened new John Hancock Investors Trust positions in Q2 2022 and 3 closed out, a net change of -1 holder.
  • The largest John Hancock Investors Trust buyer in Q2 2022 was Capital Investment Advisors, an estimated $152K added.
  • The largest John Hancock Investors Trust seller in Q2 2022 was Guggenheim Capital, an estimated $476K sold.

Based on aggregated 13F filings for Q2 2022.