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JHI

John Hancock Investors Trust

35 hedge funds and large institutions have $31.4M invested in John Hancock Investors Trust in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

6% more capital invested

Capital invested by funds: $29.7M → $31.4M (+$1.74M)

1.02% more ownership

Funds ownership: 26.35%27.37% (+1%)

3% less funds holding

Funds holding: 3635 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
14
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$5.49M -$4.6M -350,921 -46%
RCM
2
Rivernorth Capital Management
Florida
$2.96M +$2.62M +200,000 +822%
SFS
3
Shaker Financial Services
Virginia
$2.9M +$337K +25,739 +13%
GC
4
Guggenheim Capital
Illinois
$2.35M +$1.19M +90,852 +104%
SIA
5
Sit Investment Associates
Minnesota
$2.14M +$2M +152,431 +1,511%
Morgan Stanley
6
Morgan Stanley
New York
$2.06M -$1.62M -123,348 -44%
CIA
7
Capital Investment Advisors
Georgia
$1.91M +$200K +15,239 +12%
Bank of America
8
Bank of America
North Carolina
$1.56M +$247K +18,882 +19%
SWP
9
Stratos Wealth Partners
Ohio
$1.4M -$53K -4,050 -4%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.24M -$69.6K -5,313 -5%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$1.13M +$844K +64,458 +300%
Invesco
12
Invesco
Georgia
$871K +$45.3K +3,456 +6%
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$699K -$1.36K -104 -0.2%
NA
14
NewEdge Advisors
Louisiana
$621K -$69.4K -5,300 -10%
LPL Financial
15
LPL Financial
California
$464K +$20.5K +1,562 +5%
PTC
16
Philadelphia Trust Company
Pennsylvania
$433K -$13.1K -1,000 -3%
WAM
17
Wolverine Asset Management
Illinois
$401K -$568K -43,350 -59%
LCM
18
Landscape Capital Management
New Jersey
$388K +$92.1K +7,031 +31%
RP
19
Riverbridge Partners
Minnesota
$359K +$357K +27,238 New
ACP
20
Aviance Capital Partners
Florida
$333K -$5.72K -437 -2%
Cohen & Steers
21
Cohen & Steers
New York
$316K
LSC
22
Logan Stone Capital
Illinois
$314K +$312K +23,840 New
UBS Group
23
UBS Group
Switzerland
$237K +$91.2K +6,964 +63%
HRC
24
Hoertkorn Richard Charles
$227K
RJFSA
25
Raymond James Financial Services Advisors
Florida
$199K +$812 +62 +0.4%

JHI Hedge Fund Activity: Q1 2024 in Review

35 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q1 2024, worth a combined $31.4M — up 5.9% from $29.7M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of JHI and 3 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 14 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $2.62M. The largest seller was 1607 Capital Partners, cutting an estimated $4.6M.

  • 35 institutional investors held John Hancock Investors Trust (JHI) as of Q1 2024, down from 36 in Q4 2023.
  • Funds reported $31.4M of John Hancock Investors Trust stock for Q1 2024, up 5.9% quarter-over-quarter.
  • 3 funds opened new John Hancock Investors Trust positions in Q1 2024 and 4 closed out, a net change of -1 holder.
  • The largest John Hancock Investors Trust buyer in Q1 2024 was Rivernorth Capital Management, an estimated $2.62M added.
  • The largest John Hancock Investors Trust seller in Q1 2024 was 1607 Capital Partners, an estimated $4.6M sold.

Based on aggregated 13F filings for Q1 2024.