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JHI

John Hancock Investors Trust

30 hedge funds and large institutions have $17.9M invested in John Hancock Investors Trust in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 3

27% more capital invested

Capital invested by funds: $14.2M → $17.9M (+$3.79M)

3.49% more ownership

Funds ownership: 12.81%16.3% (+3.5%)

0% more funds holding

Funds holding: 3030 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
30
Holders Change
Holders Change %
0%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
16
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$2.64M +$2.36M +186,900 +842%
SFS
2
Shaker Financial Services
Virginia
$1.83M +$86.6K +6,862 +5%
SWP
3
Stratos Wealth Partners
Ohio
$1.66M +$13.9K +1,097 +0.8%
Morgan Stanley
4
Morgan Stanley
New York
$1.63M +$187K +14,841 +13%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.31M +$74.1K +5,869 +6%
CIA
6
Capital Investment Advisors
Georgia
$1.28M +$296K +23,458 +30%
Ameriprise
7
Ameriprise
Minnesota
$1.09M +$36.9K +2,920 +4%
Bank of America
8
Bank of America
North Carolina
$932K +$51.4K +4,070 +6%
WAM
9
Wolverine Asset Management
Illinois
$883K +$152K +12,024 +21%
NA
10
NewEdge Advisors
Louisiana
$677K +$19.5K +1,547 +3%
GC
11
Guggenheim Capital
Illinois
$607K -$29.9K -2,368 -5%
HWAM
12
Hennion & Walsh Asset Management
New Jersey
$565K +$565K +44,732 New
Invesco
13
Invesco
Georgia
$526K +$56.2K +4,449 +12%
PTC
14
Philadelphia Trust Company
Pennsylvania
$427K
LPL Financial
15
LPL Financial
California
$342K +$22.9K +1,815 +7%
Cohen & Steers
16
Cohen & Steers
New York
$302K
Allspring Global Investments
17
Allspring Global Investments
North Carolina
$272K
HRC
18
Hoertkorn Richard Charles
$217K
RJFSA
19
Raymond James Financial Services Advisors
Florida
$198K -$5.81K -460 -3%
UBS Group
20
UBS Group
Switzerland
$193K -$12.3K -977 -6%
CAN
21
Cetera Advisor Networks
California
$131K +$2.4K +190 +2%
Wells Fargo
22
Wells Fargo
California
$115K +$1.29K +102 +1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$56K
GC
24
Gould Capital
Washington
$39.9K +$581 +46 +1%
HI
25
Hoey Investments
Pennsylvania
$2.81K

JHI Hedge Fund Activity: Q2 2023 in Review

30 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q2 2023, worth a combined $17.9M — up 27% from $14.2M a quarter earlier.

Fund positioning in JHI was balanced in Q2 2023: 2 funds opened new positions, 2 closed out, 16 added to existing stakes and 3 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $2.36M. The largest seller was Guggenheim Capital, cutting an estimated $29.9K.

  • 30 institutional investors held John Hancock Investors Trust (JHI) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $17.9M of John Hancock Investors Trust stock for Q2 2023, up 27% quarter-over-quarter.
  • 2 funds opened new John Hancock Investors Trust positions in Q2 2023 and 2 closed out, a net change of 0 holders.
  • The largest John Hancock Investors Trust buyer in Q2 2023 was 1607 Capital Partners, an estimated $2.36M added.
  • The largest John Hancock Investors Trust seller in Q2 2023 was Guggenheim Capital, an estimated $29.9K sold.

Based on aggregated 13F filings for Q2 2023.