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JHI

John Hancock Investors Trust

36 hedge funds and large institutions have $29.7M invested in John Hancock Investors Trust in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 6

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

34% more capital invested

Capital invested by funds: $22.2M → $29.7M (+$7.5M)

5.98% more ownership

Funds ownership: 20.37%26.35% (+6%)

6% more funds holding

Funds holding: 3436 (+2)

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$9.92M +$3.07M +248,400 +48%
Morgan Stanley
2
Morgan Stanley
New York
$3.62M +$1.78M +143,499 +106%
SFS
3
Shaker Financial Services
Virginia
$2.52M +$544K +43,927 +29%
CIA
4
Capital Investment Advisors
Georgia
$1.68M +$56.3K +4,546 +4%
SWP
5
Stratos Wealth Partners
Ohio
$1.43M +$5.38K +435 +0.4%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.29M -$53.9K -4,356 -4%
Bank of America
7
Bank of America
North Carolina
$1.29M +$119K +9,608 +11%
GC
8
Guggenheim Capital
Illinois
$1.13M +$351K +28,345 +48%
WAM
9
Wolverine Asset Management
Illinois
$955K +$7.49K +605 +0.8%
Invesco
10
Invesco
Georgia
$810K +$152K +12,280 +24%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$687K -$5.09K -411 -0.8%
NA
12
NewEdge Advisors
Louisiana
$680K +$45.8K +3,700 +8%
PTC
13
Philadelphia Trust Company
Pennsylvania
$438K
LPL Financial
14
LPL Financial
California
$435K -$2.96K -239 -0.7%
ACP
15
Aviance Capital Partners
Florida
$332K -$24.5K -1,981 -7%
RCM
16
Rivernorth Capital Management
Florida
$315K +$9.9K +800 +3%
Cohen & Steers
17
Cohen & Steers
New York
$310K
LCM
18
Landscape Capital Management
New Jersey
$290K +$277K +22,417 New
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$278K
HRC
20
Hoertkorn Richard Charles
$223K
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$204K +$64.5K +5,215 +50%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$194K +$1.01K +82 +0.5%
MC
23
Moors & Cabot
Massachusetts
$144K +$13.6K +1,100 +11%
UBS Group
24
UBS Group
Switzerland
$142K -$16.3K -1,314 -11%
SIA
25
Sit Investment Associates
Minnesota
$131K +$125K +10,089 New

JHI Hedge Fund Activity: Q4 2023 in Review

36 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q4 2023, worth a combined $29.7M — up 34% from $22.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JHI positions and 3 closed out — a net gain of 2 holders — while 15 added to existing stakes and 6 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $3.07M. The largest seller was Ameriprise, exiting entirely with an estimated $749K sold.

  • 36 institutional investors held John Hancock Investors Trust (JHI) as of Q4 2023, up from 34 in Q3 2023.
  • Funds reported $29.7M of John Hancock Investors Trust stock for Q4 2023, up 34% quarter-over-quarter.
  • 5 funds opened new John Hancock Investors Trust positions in Q4 2023 and 3 closed out, a net change of +2 holders.
  • The largest John Hancock Investors Trust buyer in Q4 2023 was 1607 Capital Partners, an estimated $3.07M added.
  • The largest John Hancock Investors Trust seller in Q4 2023 was Ameriprise, an estimated $749K sold.

Based on aggregated 13F filings for Q4 2023.