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JHI

John Hancock Investors Trust

38 hedge funds and large institutions have $32.9M invested in John Hancock Investors Trust in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.28% more ownership

Funds ownership: 26.2%27.49% (+1.3%)

3% more capital invested

Capital invested by funds: $32.1M → $32.9M (+$818K)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

5% less funds holding

Funds holding: 4038 (-2)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
38
Holders Change
-2
Holders Change %
-5%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$7.34M +$2.18M +154,174 +40%
SIA
2
Sit Investment Associates
Minnesota
$4.47M +$1.51M +107,179 +49%
RCM
3
Rivernorth Capital Management
Florida
$2.55M -$537K -38,070 -17%
GC
4
Guggenheim Capital
Illinois
$2.42M -$316K -22,362 -11%
Morgan Stanley
5
Morgan Stanley
New York
$2.3M +$7.42K +526 +0.3%
CIA
6
Capital Investment Advisors
Georgia
$1.93M -$173K -12,277 -8%
SWP
7
Stratos Wealth Partners
Ohio
$1.52M +$28 +2 +0%
SFS
8
Shaker Financial Services
Virginia
$1.44M -$471K -33,356 -24%
Invesco
9
Invesco
Georgia
$950K +$64.2K +4,551 +7%
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$711K -$4.26K -302 -0.6%
Bank of America
11
Bank of America
North Carolina
$636K -$666K -47,158 -50%
Pathstone Holdings
12
Pathstone Holdings
New Jersey
$629K +$293K +20,780 +82%
LPL Financial
13
LPL Financial
California
$621K +$59.5K +4,213 +10%
RCM
14
Robinson Capital Management
Michigan
$598K +$493K +34,930 +398%
MQWP
15
Morey & Quinn Wealth Partners
Nebraska
$595K +$614K +43,527 New
NA
16
NewEdge Advisors
Louisiana
$532K -$22.6K -1,600 -4%
Allspring Global Investments
17
Allspring Global Investments
North Carolina
$499K -$918K -65,017 -64%
PTC
18
Philadelphia Trust Company
Pennsylvania
$422K
IWC
19
Integrated Wealth Concepts
Massachusetts
$395K +$3.29K +233 +0.8%
RP
20
Riverbridge Partners
Minnesota
$391K +$1.03K +73 +0.3%
Osaic Holdings
21
Osaic Holdings
Arizona
$337K +$251K +17,800 +261%
Cohen & Steers
22
Cohen & Steers
New York
$327K
ACP
23
Aviance Capital Partners
Florida
$304K +$26.6K +1,888 +9%
HRC
24
Hoertkorn Richard Charles
$192K -$42.3K -3,000 -18%
LCM
25
Landscape Capital Management
New Jersey
$186K -$177K -12,515 -48%

JHI Hedge Fund Activity: Q4 2024 in Review

38 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q4 2024, worth a combined $32.9M — up 2.6% from $32.1M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of JHI and 4 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 13 added.

The largest buyer was 1607 Capital Partners, adding an estimated $2.18M. The largest seller was Allspring Global Investments, cutting an estimated $918K.

  • 38 institutional investors held John Hancock Investors Trust (JHI) as of Q4 2024, down from 40 in Q3 2024.
  • Funds reported $32.9M of John Hancock Investors Trust stock for Q4 2024, up 2.6% quarter-over-quarter.
  • 4 funds opened new John Hancock Investors Trust positions in Q4 2024 and 5 closed out, a net change of -1 holder.
  • The largest John Hancock Investors Trust buyer in Q4 2024 was 1607 Capital Partners, an estimated $2.18M added.
  • The largest John Hancock Investors Trust seller in Q4 2024 was Allspring Global Investments, an estimated $918K sold.

Based on aggregated 13F filings for Q4 2024.