John Hancock Investors TRJHI

13F holders, Q2 2024 (June 30)
35holders
3new positions
2sold out
$13.30avg. 13F price*

At the end of Q2 2024, 35 institutions reported holding John Hancock Investors TR (JHI) in their 13F filings, unchanged from Q1 2024. 3 opened new positions and 2 sold out. The largest holders were 1607 Capital Partners, LLC ($5.0M), Rivernorth Capital Management, LLC ($3.0M) and Guggenheim Capital LLC ($2.9M).

Company
John Hancock Investors TR
Filed as
HANCOCK JOHN INVT TR II (Q2 2024)
CUSIP
410142103
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 35Q1 2024Q2 2024: 35Q2 2024Q3 2024: 40Q3 2024Q4 2024: 38Q4 2024Q1 2025: 35Q1 2025Q2 2025: 33Q2 2025Q3 2025: 32Q3 2025Q4 2025: 35Q4 2025Q1 2026: 35Q1 2026Q2 2026: 37Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions3$345K
Exits2$508K

All 13F filers, Q1 2024 → Q2 2024: 104,828 shares bought and 297,070 shares sold, net −192,242 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 35 holders

1607 Capital Partners, LLC 0.45% Reduce -9.2% 377,935 $5.0M
Rivernorth Capital Management, LLC 0.14% No change 224,345 $3.0M
Guggenheim Capital LLC 0.02% Add +23.0% 218,839 $2.9M
Shaker Financial Services, LLC 1.09% Reduce -7.6% 203,489 $2.7M
Morgan Stanley 0.00% Add +4.8% 163,550 $2.2M
Capital Investment Advisors, LLC 0.05% Add +3.4% 150,078 $2.0M
Sit Investment Associates Inc. 0.03% Reduce -34.3% 106,782 $1.4M
Stratos Wealth Partners, LTD. 0.02% Reduce -0.4% 105,768 $1.4M
Allspring Global Investments Holdings, LLC 0.00% Add +16.9% 100,488 $1.3M
Bank of America Corp. 0.00% Reduce -15.9% 99,592 $1.3M
Invesco Ltd. 0.00% Add +4.8% 69,173 $920K
Hennion & Walsh Asset Management, Inc. 0.04% Reduce -1.6% 52,160 $694K
NewEdge Advisors, LLC 0.00% Reduce -9.1% 42,754 $569K
LPL Financial LLC 0.00% Add +5.0% 36,938 $491K
Philadelphia Trust Co. 0.03% No change 32,813 $436K
Riverbridge Partners LLC 0.01% Add +3.0% 28,049 $373K
Aviance Capital Partners, LLC 0.05% Reduce -0.3% 25,165 $335K
Cohen & Steers, Inc. 0.00% No change 23,927 $318K
Landscape Capital Management, L.L.C. 0.03% Reduce -19.8% 23,617 $314K
UBS Group AG 0.00% Add +24.4% 22,341 $297K
Hoertkorn Richard Charles 0.10% Reduce -1.2% 17,000 $226K
Raymond James Financial Services Advisors, Inc. 0.00% Add +1.1% 15,249 $203K
Simplicity Wealth,LLC 0.00% New 13,351 $178K
Ameriprise Financial Inc. 0.00% New 12,558 $167K
Wells Fargo & Company 0.00% Add +6.9% 10,457 $139K
Osaic Holdings, Inc. 0.00% Reduce -92.8% 6,814 $91K
Gould Capital, LLC 0.03% Add +1.7% 3,442 $46K
Royal Bank of Canada 0.00% No change 2,700 $36K
Principal Securities, Inc. 0.00% No change 773 $10K
Wolverine Asset Management LLC 0.00% Reduce -98.8% 358 $5K
CIBC Private Wealth Group LLC 0.00% No change 251 $3K
Hoey Investments, Inc. 0.00% No change 222 $3K
Mascoma Wealth Management LLC 0.00% No change 50 $665
Tyler-Stone Wealth Management 0.00% No change 34 $452
FMR LLC 0.00% New 1 $13

"% of holder's portfolio" is JHI's weight in each manager's 13F, not the share of John Hancock Investors TR the manager owns.