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JHS

John Hancock Income Securities Trust

31 hedge funds and large institutions have $54.7M invested in John Hancock Income Securities Trust in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

7% more capital invested

Capital invested by funds: $51.1M → $54.7M (+$3.6M)

1.45% more ownership

Funds ownership: 30.27%31.72% (+1.5%)

6% less funds holding

Funds holding: 3331 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
11
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
$22M +$1.22M +83,693 +6%
1CP
2
1607 Capital Partners
Virginia
$14M +$664K +45,700 +5%
Wells Fargo
3
Wells Fargo
California
$7.18M -$161K -11,115 -2%
PMG
4
ProVise Management Group
Florida
$3.81M +$675K +46,459 +22%
UBS Group
5
UBS Group
Switzerland
$2.79M +$101K +6,937 +4%
GC
6
Guggenheim Capital
Illinois
$1.22M +$53.2K +3,662 +5%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$577K +$42.1K +2,900 +8%
Morgan Stanley
8
Morgan Stanley
New York
$427K -$289K -19,925 -41%
Bank of America
9
Bank of America
North Carolina
$348K -$44.8K -3,084 -12%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$330K
MRCM
11
M&R Capital Management
New Jersey
$325K
Stifel Financial
12
Stifel Financial
Missouri
$295K +$12.3K +847 +4%
SFS
13
Shaker Financial Services
Virginia
$293K +$84.9K +5,846 +42%
CFGS
14
Concourse Financial Group Securities
Alabama
$241K +$23.6K +1,623 +11%
NL
15
NWAM LLC
Washington
$220K -$1.45K -100 -0.7%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$216K +$212K +14,618 New
OC
17
Oppenheimer & Co
New York
$164K
FIA
18
FNY Investment Advisers
New York
$49K +$7.26K +500 +18%
SPIA
19
Steward Partners Investment Advisory
New York
$48K
SFA
20
Semmax Financial Advisors
North Carolina
$42K
FCMT
21
Founders Capital Management (Texas)
Texas
$41K
Citigroup
22
Citigroup
New York
$28K +$407 +28 +2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$27K -$7.26K -500 -22%
TCOV
24
Trust Company of Vermont
Vermont
$24K
FHA
25
Flagship Harbor Advisors
Massachusetts
$13K

JHS Hedge Fund Activity: Q4 2019 in Review

31 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in John Hancock Income Securities Trust (JHS) for Q4 2019, worth a combined $54.7M — up 7% from $51.1M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of JHS and 2 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 11 added.

The largest buyer was Sit Investment Associates, adding an estimated $1.22M. The largest seller was Morgan Stanley, cutting an estimated $289K.

  • 31 institutional investors held John Hancock Income Securities Trust (JHS) as of Q4 2019, down from 33 in Q3 2019.
  • Funds reported $54.7M of John Hancock Income Securities Trust stock for Q4 2019, up 7% quarter-over-quarter.
  • 2 funds opened new John Hancock Income Securities Trust positions in Q4 2019 and 4 closed out, a net change of -2 holders.
  • The largest John Hancock Income Securities Trust buyer in Q4 2019 was Sit Investment Associates, an estimated $1.22M added.
  • The largest John Hancock Income Securities Trust seller in Q4 2019 was Morgan Stanley, an estimated $289K sold.

Based on aggregated 13F filings for Q4 2019.