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JHI

John Hancock Investors Trust

35 hedge funds and large institutions have $29.1M invested in John Hancock Investors Trust in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

0% more funds holding

Funds holding: 3535 (0)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

2.21% less ownership

Funds ownership: 27.37%25.16% (-2.2%)

7% less capital invested

Capital invested by funds: $31.4M → $29.1M (-$2.3M)

Holders
35
Holders Change
Holders Change %
0%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$5.03M -$507K -38,045 -9%
RCM
2
Rivernorth Capital Management
Florida
$2.98M
GC
3
Guggenheim Capital
Illinois
$2.91M +$546K +40,972 +23%
SFS
4
Shaker Financial Services
Virginia
$2.71M -$223K -16,731 -8%
Morgan Stanley
5
Morgan Stanley
New York
$2.18M +$99.4K +7,462 +5%
CIA
6
Capital Investment Advisors
Georgia
$2M +$66K +4,956 +3%
SIA
7
Sit Investment Associates
Minnesota
$1.42M -$743K -55,738 -34%
SWP
8
Stratos Wealth Partners
Ohio
$1.41M -$5.66K -425 -0.4%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$1.34M +$194K +14,545 +17%
Bank of America
10
Bank of America
North Carolina
$1.32M -$251K -18,832 -16%
Invesco
11
Invesco
Georgia
$920K +$42K +3,152 +5%
HWAM
12
Hennion & Walsh Asset Management
New Jersey
$694K -$11.2K -844 -2%
NA
13
NewEdge Advisors
Louisiana
$569K -$57.3K -4,300 -9%
LPL Financial
14
LPL Financial
California
$491K +$23.3K +1,745 +5%
PTC
15
Philadelphia Trust Company
Pennsylvania
$436K
RP
16
Riverbridge Partners
Minnesota
$373K +$10.8K +811 +3%
ACP
17
Aviance Capital Partners
Florida
$335K -$1.15K -86 -0.3%
Cohen & Steers
18
Cohen & Steers
New York
$318K
LCM
19
Landscape Capital Management
New Jersey
$314K -$77.7K -5,831 -20%
UBS Group
20
UBS Group
Switzerland
$297K +$58.4K +4,384 +24%
HRC
21
Hoertkorn Richard Charles
$226K -$2.67K -200 -1%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$203K +$2.12K +159 +1%
SW
23
Simplicity Wealth
New Jersey
$178K +$178K +13,351 New
Ameriprise
24
Ameriprise
Minnesota
$167K +$167K +12,558 New
Wells Fargo
25
Wells Fargo
California
$139K +$9K +675 +7%

JHI Hedge Fund Activity: Q2 2024 in Review

35 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q2 2024, worth a combined $29.1M — down 7.3% from $31.4M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new JHI positions and 2 closed out — a net gain of 1 holder — while 11 added to existing stakes and 12 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $546K. The largest seller was Osaic Holdings, cutting an estimated $1.17M.

  • 35 institutional investors held John Hancock Investors Trust (JHI) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $29.1M of John Hancock Investors Trust stock for Q2 2024, down 7.3% quarter-over-quarter.
  • 3 funds opened new John Hancock Investors Trust positions in Q2 2024 and 2 closed out, a net change of +1 holder.
  • The largest John Hancock Investors Trust buyer in Q2 2024 was Guggenheim Capital, an estimated $546K added.
  • The largest John Hancock Investors Trust seller in Q2 2024 was Osaic Holdings, an estimated $1.17M sold.

Based on aggregated 13F filings for Q2 2024.