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JHI

John Hancock Investors Trust

34 hedge funds and large institutions have $22.2M invested in John Hancock Investors Trust in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

24% more capital invested

Capital invested by funds: $17.9M → $22.2M (+$4.25M)

13% more funds holding

Funds holding: 3034 (+4)

4.07% more ownership

Funds ownership: 16.3%20.37% (+4.1%)

Holders
34
Holders Change
+4
Holders Change %
+13.33%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$6.3M +$3.92M +309,401 +148%
SFS
2
Shaker Financial Services
Virginia
$1.83M +$71.1K +5,609 +4%
Morgan Stanley
3
Morgan Stanley
New York
$1.65M +$84.6K +6,671 +5%
CIA
4
Capital Investment Advisors
Georgia
$1.52M +$309K +24,376 +24%
SWP
5
Stratos Wealth Partners
Ohio
$1.33M -$276K -21,723 -17%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.26M -$127 -10 -0%
Bank of America
7
Bank of America
North Carolina
$1.09M +$205K +16,179 +22%
WAM
8
Wolverine Asset Management
Illinois
$889K +$42.3K +3,337 +5%
Ameriprise
9
Ameriprise
Minnesota
$749K -$980K -77,265 -90%
GC
10
Guggenheim Capital
Illinois
$713K +$135K +10,626 +22%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$650K +$111K +8,787 +20%
Invesco
12
Invesco
Georgia
$611K +$110K +8,651 +21%
NA
13
NewEdge Advisors
Louisiana
$591K -$62.1K -4,900 -9%
LPL Financial
14
LPL Financial
California
$412K +$86.7K +6,837 +25%
PTC
15
Philadelphia Trust Company
Pennsylvania
$411K
ACP
16
Aviance Capital Partners
Florida
$336K +$351K +27,669 New
Cohen & Steers
17
Cohen & Steers
New York
$291K
RCM
18
Rivernorth Capital Management
Florida
$286K +$299K +23,545 New
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$261K
HRC
20
Hoertkorn Richard Charles
$209K
RJFSA
21
Raymond James Financial Services Advisors
Florida
$182K -$9.34K -736 -5%
UBS Group
22
UBS Group
Switzerland
$150K -$37.4K -2,946 -19%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$128K +$133K +10,512 New
MC
24
Moors & Cabot
Massachusetts
$122K +$127K +10,000 New
Wells Fargo
25
Wells Fargo
California
$109K -$1.27K -100 -1%

JHI Hedge Fund Activity: Q3 2023 in Review

34 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q3 2023, worth a combined $22.2M — up 24% from $17.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JHI positions and 2 closed out — a net gain of 5 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $3.92M. The largest seller was Ameriprise, cutting an estimated $980K.

  • 34 institutional investors held John Hancock Investors Trust (JHI) as of Q3 2023, up from 30 in Q2 2023.
  • Funds reported $22.2M of John Hancock Investors Trust stock for Q3 2023, up 24% quarter-over-quarter.
  • 7 funds opened new John Hancock Investors Trust positions in Q3 2023 and 2 closed out, a net change of +5 holders.
  • The largest John Hancock Investors Trust buyer in Q3 2023 was 1607 Capital Partners, an estimated $3.92M added.
  • The largest John Hancock Investors Trust seller in Q3 2023 was Ameriprise, an estimated $980K sold.

Based on aggregated 13F filings for Q3 2023.