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JHI

John Hancock Investors Trust

26 hedge funds and large institutions have $10.3M invested in John Hancock Investors Trust in 2022 Q3 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

0.57% more ownership

Funds ownership: 9.23%9.8% (+0.57%)

3% less capital invested

Capital invested by funds: $10.6M → $10.3M (-$298K)

4% less funds holding

Funds holding: 2726 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
26
Holders Change
-1
Holders Change %
-3.7%
% 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
$1.44M -$389K -28,367 -19%
Morgan Stanley
2
Morgan Stanley
New York
$1.21M +$291K +21,206 +27%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.17M +$24.1K +1,754 +2%
Ameriprise
4
Ameriprise
Minnesota
$1.06M +$81.8K +5,961 +7%
SWP
5
Stratos Wealth Partners
Ohio
$833K +$180K +13,105 +23%
CIA
6
Capital Investment Advisors
Georgia
$696K +$191K +13,936 +32%
Bank of America
7
Bank of America
North Carolina
$598K -$6.94K -506 -1%
NA
8
NewEdge Advisors
Louisiana
$596K -$10.2K -743 -1%
WAM
9
Wolverine Asset Management
Illinois
$495K +$564K +41,107 New
Invesco
10
Invesco
Georgia
$421K -$165K -12,028 -26%
PTC
11
Philadelphia Trust Company
Pennsylvania
$408K
Cohen & Steers
12
Cohen & Steers
New York
$289K
LPL Financial
13
LPL Financial
California
$271K -$5.21K -380 -2%
HRC
14
Hoertkorn Richard Charles
$207K +$27.4K +2,000 +13%
UBS Group
15
UBS Group
Switzerland
$161K -$69.7K -5,080 -28%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$152K
Wells Fargo
17
Wells Fargo
California
$95K +$6.81K +496 +7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$60K -$69.5K -5,064 -51%
AW
19
Avion Wealth
Texas
$60K +$68.8K +5,011 New
GC
20
Gould Capital
Washington
$36K +$961 +70 +2%
IA
21
IFP Advisors
Florida
$23K
HI
22
Hoey Investments
Pennsylvania
$10K
PA
23
PSI Advisors
Florida
$2K
MWM
24
Mascoma Wealth Management
New Hampshire
$1K
VCM
25
Vigilant Capital Management
Maine
$1K

JHI Hedge Fund Activity: Q3 2022 in Review

26 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q3 2022, worth a combined $10.3M — down 2.8% from $10.6M 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 Wolverine Asset Management, opening a new position worth an estimated $564K. The largest seller was Guggenheim Capital, cutting an estimated $389K.

  • 26 institutional investors held John Hancock Investors Trust (JHI) as of Q3 2022, down from 27 in Q2 2022.
  • Funds reported $10.3M of John Hancock Investors Trust stock for Q3 2022, down 2.8% quarter-over-quarter.
  • 2 funds opened new John Hancock Investors Trust positions in Q3 2022 and 3 closed out, a net change of -1 holder.
  • The largest John Hancock Investors Trust buyer in Q3 2022 was Wolverine Asset Management, an estimated $564K added.
  • The largest John Hancock Investors Trust seller in Q3 2022 was Guggenheim Capital, an estimated $389K sold.

Based on aggregated 13F filings for Q3 2022.