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JHS

John Hancock Income Securities Trust

21 hedge funds and large institutions have $37.6M invested in John Hancock Income Securities Trust in 2015 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

15% more capital invested

Capital invested by funds: $32.8M → $37.6M (+$4.76M)

3.48% more ownership

Funds ownership: 19.51%22.99% (+3.5%)

19% less funds holding

Funds holding: 2621 (-5)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 5

Holders
21
Holders Change
-5
Holders Change %
-19.23%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
10
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$16.4M +$416K +29,302 +3%
1CP
2
1607 Capital Partners
Virginia
$5.06M +$2.52M +177,742 +95%
KIM
3
Karpus Investment Management
New York
$5.01M +$2.46M +173,528 +93%
Wells Fargo
4
Wells Fargo
California
$4.36M +$808K +56,900 +22%
GC
5
Guggenheim Capital
Illinois
$1.92M -$192K -13,532 -9%
UBS Group
6
UBS Group
Switzerland
$1.52M +$567K +39,909 +58%
Invesco
7
Invesco
Georgia
$619K -$157K -11,094 -20%
BKA
8
Brick & Kyle Associates
Pennsylvania
$549K
Bank of America
9
Bank of America
North Carolina
$411K +$13.5K +950 +3%
Morgan Stanley
10
Morgan Stanley
New York
$402K -$35.6K -2,511 -8%
LPL Financial
11
LPL Financial
California
$380K +$14.6K +1,027 +4%
LCM
12
Landscape Capital Management
New Jersey
$247K +$104K +7,332 +70%
NL
13
NWAM LLC
Washington
$208K +$1.06K +75 +0.5%
AA
14
AQR Arbitrage
Connecticut
$198K +$25.9K +1,827 +15%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$172K
First Manhattan
16
First Manhattan
New York
$48K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$10K -$4.77K -336 -32%
NFG
18
Next Financial Group
Texas
$5K
AWS
19
Aris Wealth Services
Pennsylvania
$4K
IP
20
Isthmus Partners
Wisconsin
$3K
QAM
21
QCI Asset Management
New York
$1K
Citigroup
22
Citigroup
New York
-$326K -22,796 Closed
SCM
23
Saba Capital Management
New York
-$217K -15,184 Closed
DA
24
Doliver Advisors
Texas
-$196K -13,693 Closed
TWMP
25
Taylor Wealth Management Partners
Massachusetts
-$9K -612 Closed

JHS Hedge Fund Activity: Q2 2015 in Review

21 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in John Hancock Income Securities Trust (JHS) for Q2 2015, worth a combined $37.6M — up 15% from $32.8M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of JHS and 0 opened new positions — a net loss of 5 holders — while 4 trimmed existing stakes and 10 added.

The largest buyer was 1607 Capital Partners, adding an estimated $2.52M. The largest seller was Citigroup, exiting entirely with an estimated $326K sold.

  • 21 institutional investors held John Hancock Income Securities Trust (JHS) as of Q2 2015, down from 26 in Q1 2015.
  • Funds reported $37.6M of John Hancock Income Securities Trust stock for Q2 2015, up 15% quarter-over-quarter.
  • 0 funds opened new John Hancock Income Securities Trust positions in Q2 2015 and 5 closed out, a net change of -5 holders.
  • The largest John Hancock Income Securities Trust buyer in Q2 2015 was 1607 Capital Partners, an estimated $2.52M added.
  • The largest John Hancock Income Securities Trust seller in Q2 2015 was Citigroup, an estimated $326K sold.

Based on aggregated 13F filings for Q2 2015.