John Hancock Income Securities Trust
JHS
28 hedge funds and large institutions have $52.5M invested in John Hancock Income Securities Trust in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 2 closing their positions.
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
11% more capital invested
Capital invested by funds: $47.4M → $52.5M (+$5.11M)
8% more funds holding
Funds holding: 26 → 28 (+2)
4.45% more ownership
Funds ownership: 37.42% → 41.87% (+4.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$3.47M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.89M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$288K |
| 4 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
+$198K |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$149K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$328K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$307K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$35.5K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$31.8K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$23.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $41K | +$1.63K | +150 | +4% |
|
|
FCMT
27
Founders Capital Management (Texas)
Houston,
Texas
| $30.2K | – | – | – |
|
28
JP Morgan Chase
New York
| $16.4K | +$16.6K | +1,523 | New |
|
|
HNB
29
Huntington National Bank
Columbus,
Ohio
| $11 | – | – | – |
|
|
SPIA
30
Steward Partners Investment Advisory
New York
| – | -$35.5K | -3,250 | Closed |
|
31
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$2K | -166 | Closed |
|
JHS Hedge Fund Activity: Q2 2023 in Review
28 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in John Hancock Income Securities Trust (JHS) for Q2 2023, worth a combined $52.5M — up 11% from $47.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new JHS positions and 2 closed out — a net gain of 2 holders — while 12 added to existing stakes and 5 trimmed.
The largest buyer was Allspring Global Investments, adding an estimated $3.47M. The largest seller was UBS Group, cutting an estimated $328K.
- 28 institutional investors held John Hancock Income Securities Trust (JHS) as of Q2 2023, up from 26 in Q1 2023.
- Funds reported $52.5M of John Hancock Income Securities Trust stock for Q2 2023, up 11% quarter-over-quarter.
- 4 funds opened new John Hancock Income Securities Trust positions in Q2 2023 and 2 closed out, a net change of +2 holders.
- The largest John Hancock Income Securities Trust buyer in Q2 2023 was Allspring Global Investments, an estimated $3.47M added.
- The largest John Hancock Income Securities Trust seller in Q2 2023 was UBS Group, an estimated $328K sold.
Based on aggregated 13F filings for Q2 2023.