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JHI

John Hancock Investors Trust

31 hedge funds and large institutions have $11.9M invested in John Hancock Investors Trust in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more funds holding

Funds holding: 2631 (+5)

15% more capital invested

Capital invested by funds: $10.3M → $11.9M (+$1.59M)

1.11% more ownership

Funds ownership: 9.8%10.91% (+1.1%)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

Holders
31
Holders Change
+5
Holders Change %
+19.23%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
8
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
1
Stratos Wealth Partners
Ohio
$1.7M +$838K +66,407 +96%
Morgan Stanley
2
Morgan Stanley
New York
$1.34M +$76.9K +6,094 +6%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.22M -$2.93K -232 -0.2%
GC
4
Guggenheim Capital
Illinois
$995K -$505K -40,055 -34%
Bank of America
5
Bank of America
North Carolina
$911K +$291K +23,059 +47%
CIA
6
Capital Investment Advisors
Georgia
$841K +$118K +9,316 +16%
SFS
7
Shaker Financial Services
Virginia
$721K +$725K +57,505 New
NA
8
NewEdge Advisors
Louisiana
$592K +$7.01K +556 +1%
Ameriprise
9
Ameriprise
Minnesota
$524K -$577K -45,779 -52%
Invesco
10
Invesco
Georgia
$427K -$10.6K -841 -2%
PTC
11
Philadelphia Trust Company
Pennsylvania
$424K
WAM
12
Wolverine Asset Management
Illinois
$416K -$101K -7,970 -19%
Cohen & Steers
13
Cohen & Steers
New York
$300K
LPL Financial
14
LPL Financial
California
$270K -$12.5K -989 -4%
HRC
15
Hoertkorn Richard Charles
$216K
UBS Group
16
UBS Group
Switzerland
$190K +$23.3K +1,850 +14%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$159K +$160K +12,668 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$158K
Wells Fargo
19
Wells Fargo
California
$137K +$37.7K +2,990 +38%
LSC
20
Logan Stone Capital
Illinois
$128K +$129K +10,200 New
AW
21
Avion Wealth
Texas
$60K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$58K -$4.26K -338 -7%
GC
23
Gould Capital
Washington
$38.2K +$795 +63 +2%
ASN
24
Advisory Services Network
Georgia
$28.6K +$28.8K +2,281 New
IA
25
IFP Advisors
Florida
$23K

JHI Hedge Fund Activity: Q4 2022 in Review

31 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q4 2022, worth a combined $11.9M — up 15% from $10.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JHI positions and 0 closed out — a net gain of 5 holders — while 8 added to existing stakes and 8 trimmed.

The largest buyer was Stratos Wealth Partners, adding an estimated $838K. The largest seller was Ameriprise, cutting an estimated $577K.

  • 31 institutional investors held John Hancock Investors Trust (JHI) as of Q4 2022, up from 26 in Q3 2022.
  • Funds reported $11.9M of John Hancock Investors Trust stock for Q4 2022, up 15% quarter-over-quarter.
  • 5 funds opened new John Hancock Investors Trust positions in Q4 2022 and 0 closed out, a net change of +5 holders.
  • The largest John Hancock Investors Trust buyer in Q4 2022 was Stratos Wealth Partners, an estimated $838K added.
  • The largest John Hancock Investors Trust seller in Q4 2022 was Ameriprise, an estimated $577K sold.

Based on aggregated 13F filings for Q4 2022.