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JHS

John Hancock Income Securities Trust

31 hedge funds and large institutions have $75.1M invested in John Hancock Income Securities Trust in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.54% more ownership

Funds ownership: 55.01%57.54% (+2.5%)

1% more capital invested

Capital invested by funds: $74.4M → $75.1M (+$696K)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

9% less funds holding

Funds holding: 3431 (-3)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
31
Holders Change
-3
Holders Change %
-8.82%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$31.7M +$1.67M +145,059 +5%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$16.3M -$1.28M -111,590 -7%
1CP
3
1607 Capital Partners
Virginia
$12.5M +$3.9M +339,177 +44%
GC
4
Guggenheim Capital
Illinois
$2.3M -$327K -28,436 -12%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$2.18M +$226K +19,675 +11%
KIM
6
Karpus Investment Management
New York
$1.85M
RIL
7
Rothschild Investment LLC
Illinois
$1.37M -$52.7K -4,582 -4%
Morgan Stanley
8
Morgan Stanley
New York
$1.37M +$77.9K +6,773 +6%
RP
9
Riverbridge Partners
Minnesota
$927K +$16.9K +1,468 +2%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$753K -$31.5K -2,743 -4%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$543K +$4.57K +397 +0.8%
LPL Financial
12
LPL Financial
California
$393K +$21.5K +1,867 +6%
SFS
13
Shaker Financial Services
Virginia
$334K -$316K -27,518 -48%
AA
14
AQR Arbitrage
Connecticut
$305K -$95K -8,261 -23%
Stifel Financial
15
Stifel Financial
Missouri
$294K +$47.8K +4,160 +19%
KAS
16
Kestra Advisory Services
Texas
$273K -$149K -12,988 -35%
Osaic Holdings
17
Osaic Holdings
Arizona
$237K -$12.4K -1,076 -5%
Raymond James Financial
18
Raymond James Financial
Florida
$217K +$223K +19,414 New
LCM
19
Landscape Capital Management
New Jersey
$204K -$61.8K -5,374 -23%
MWM
20
Melfa Wealth Management
Massachusetts
$176K
Wells Fargo
21
Wells Fargo
California
$155K -$9.2K -800 -5%
SG
22
StoneX Group
New York
$153K +$157K +13,635 New
UBS Group
23
UBS Group
Switzerland
$148K +$27.6K +2,398 +22%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$129K +$132K +11,502 New
PFA
25
Petra Financial Advisors
Colorado
$124K

JHS Hedge Fund Activity: Q4 2024 in Review

31 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in John Hancock Income Securities Trust (JHS) for Q4 2024, worth a combined $75.1M — up 0.93% from $74.4M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of JHS and 5 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 10 added.

The largest buyer was 1607 Capital Partners, adding an estimated $3.9M. The largest seller was Allspring Global Investments, cutting an estimated $1.28M.

  • 31 institutional investors held John Hancock Income Securities Trust (JHS) as of Q4 2024, down from 34 in Q3 2024.
  • Funds reported $75.1M of John Hancock Income Securities Trust stock for Q4 2024, up 0.93% quarter-over-quarter.
  • 5 funds opened new John Hancock Income Securities Trust positions in Q4 2024 and 7 closed out, a net change of -2 holders.
  • The largest John Hancock Income Securities Trust buyer in Q4 2024 was 1607 Capital Partners, an estimated $3.9M added.
  • The largest John Hancock Income Securities Trust seller in Q4 2024 was Allspring Global Investments, an estimated $1.28M sold.

Based on aggregated 13F filings for Q4 2024.