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JHS

John Hancock Income Securities Trust

24 hedge funds and large institutions have $25.3M invested in John Hancock Income Securities Trust in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

9% more funds holding

Funds holding: 2224 (+2)

3.02% more ownership

Funds ownership: 12.22%15.25% (+3%)

73% less capital invested

Capital invested by funds: $94.5M → $25.3M (-$69.2M)

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$14M +$2.11M +145,950 +17%
Wells Fargo
2
Wells Fargo
California
$2.98M +$1.17M +81,089 +62%
GC
3
Guggenheim Capital
Illinois
$2.37M -$596K -41,183 -20%
SCM
4
Saba Capital Management
New York
$1.05M +$1.08M +74,712 New
1CP
5
1607 Capital Partners
Virginia
$1.04M +$1.07M +73,953 New
Invesco
6
Invesco
Georgia
$806K +$284K +19,613 +52%
Bank of America
7
Bank of America
North Carolina
$609K +$25.6K +1,770 +4%
DA
8
Doliver Advisors
Texas
$528K +$358K +24,702 +194%
Morgan Stanley
9
Morgan Stanley
New York
$450K -$64.4K -4,450 -12%
WAM
10
Wolverine Asset Management
Illinois
$374K +$180K +12,423 +88%
LPL Financial
11
LPL Financial
California
$331K -$78.2K -5,397 -19%
U
12
UBS
Switzerland
$229K +$15.2K +1,052 +7%
NL
13
NWAM LLC
Washington
$210K
LCM
14
Landscape Capital Management
New Jersey
$186K +$191K +13,199 New
First Manhattan
15
First Manhattan
New York
$49K -$21.7K -1,500 -30%
SAC
16
Smith Affiliated Capital
New York
$19.6K
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$18K
PTC
18
Private Trust Company
Ohio
$18K +$18.2K +1,255 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$10K -$31.3K -2,159 -76%
1IC
20
1919 Investment Counsel
Maryland
$9K -$4.34K -300 -33%
Deutsche Bank
21
Deutsche Bank
Germany
$9K
NFG
22
Next Financial Group
Texas
$5K +$5.36K +370 New
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$4K +$4.34K +300 New
PFSC
24
Peoples Financial Services Corp
Pennsylvania
$1K
QAM
25
QCI Asset Management
New York
$1K

JHS Hedge Fund Activity: Q3 2014 in Review

24 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in John Hancock Income Securities Trust (JHS) for Q3 2014, worth a combined $25.3M — down 73% from $94.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JHS positions and 4 closed out — a net gain of 2 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.11M. The largest seller was Guggenheim Capital, cutting an estimated $596K.

  • 24 institutional investors held John Hancock Income Securities Trust (JHS) as of Q3 2014, up from 22 in Q2 2014.
  • Funds reported $25.3M of John Hancock Income Securities Trust stock for Q3 2014, down 73% quarter-over-quarter.
  • 6 funds opened new John Hancock Income Securities Trust positions in Q3 2014 and 4 closed out, a net change of +2 holders.
  • The largest John Hancock Income Securities Trust buyer in Q3 2014 was Sit Investment Associates, an estimated $2.11M added.
  • The largest John Hancock Income Securities Trust seller in Q3 2014 was Guggenheim Capital, an estimated $596K sold.

Based on aggregated 13F filings for Q3 2014.