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JHI

John Hancock Investors Trust

40 hedge funds and large institutions have $32.1M invested in John Hancock Investors Trust in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

14% more funds holding

Funds holding: 3540 (+5)

10% more capital invested

Capital invested by funds: $29.1M → $32.1M (+$2.94M)

1.04% more ownership

Funds ownership: 25.16%26.2% (+1%)

Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
14
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$5.38M +$60.2K +4,436 +1%
RCM
2
Rivernorth Capital Management
Florida
$3.15M
SIA
3
Sit Investment Associates
Minnesota
$3.09M +$1.53M +113,003 +106%
GC
4
Guggenheim Capital
Illinois
$2.8M -$270K -19,932 -9%
Morgan Stanley
5
Morgan Stanley
New York
$2.36M +$60K +4,419 +3%
CIA
6
Capital Investment Advisors
Georgia
$2.15M +$39.9K +2,940 +2%
SFS
7
Shaker Financial Services
Virginia
$1.95M -$882K -65,019 -32%
SWP
8
Stratos Wealth Partners
Ohio
$1.56M +$73.5K +5,418 +5%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$1.43M +$13.8K +1,015 +1%
Bank of America
10
Bank of America
North Carolina
$1.32M -$80.4K -5,927 -6%
Invesco
11
Invesco
Georgia
$912K -$58.4K -4,303 -6%
HWAM
12
Hennion & Walsh Asset Management
New Jersey
$735K +$1.18K +87 +0.2%
LPL Financial
13
LPL Financial
California
$579K +$57.1K +4,210 +11%
NA
14
NewEdge Advisors
Louisiana
$569K -$31.2K -2,300 -5%
PTC
15
Philadelphia Trust Company
Pennsylvania
$433K -$27.1K -2,000 -6%
IWC
16
Integrated Wealth Concepts
Massachusetts
$402K +$388K +28,625 New
RP
17
Riverbridge Partners
Minnesota
$401K +$5.94K +438 +2%
LCM
18
Landscape Capital Management
New Jersey
$367K +$33.4K +2,460 +10%
Pathstone Holdings
19
Pathstone Holdings
New Jersey
$355K +$342K +25,221 New
Cohen & Steers
20
Cohen & Steers
New York
$336K
RJFSA
21
Raymond James Financial Services Advisors
Florida
$307K +$88.9K +6,555 +43%
ACP
22
Aviance Capital Partners
Florida
$286K -$65.3K -4,815 -19%
HRC
23
Hoertkorn Richard Charles
$239K
Ameriprise
24
Ameriprise
Minnesota
$187K +$10.1K +745 +6%
UBS Group
25
UBS Group
Switzerland
$161K -$147K -10,865 -49%

JHI Hedge Fund Activity: Q3 2024 in Review

40 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q3 2024, worth a combined $32.1M — up 10% from $29.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JHI positions and 4 closed out — a net gain of 5 holders — while 14 added to existing stakes and 9 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $1.53M. The largest seller was Shaker Financial Services, cutting an estimated $882K.

  • 40 institutional investors held John Hancock Investors Trust (JHI) as of Q3 2024, up from 35 in Q2 2024.
  • Funds reported $32.1M of John Hancock Investors Trust stock for Q3 2024, up 10% quarter-over-quarter.
  • 9 funds opened new John Hancock Investors Trust positions in Q3 2024 and 4 closed out, a net change of +5 holders.
  • The largest John Hancock Investors Trust buyer in Q3 2024 was Sit Investment Associates, an estimated $1.53M added.
  • The largest John Hancock Investors Trust seller in Q3 2024 was Shaker Financial Services, an estimated $882K sold.

Based on aggregated 13F filings for Q3 2024.