John Hancock Investors TRJHI

13F holders, Q3 2024 (September 30)
40holders +5
9new positions
4sold out
$14.06avg. 13F price*

At the end of Q3 2024, 40 institutions reported holding John Hancock Investors TR (JHI) in their 13F filings, up 5 from Q2 2024. 9 opened new positions and 4 sold out. The largest holders were 1607 Capital Partners, LLC ($5.4M), Rivernorth Capital Management, LLC ($3.2M) and Sit Investment Associates Inc. ($3.1M).

Company
John Hancock Investors TR
Filed as
HANCOCK JOHN INVT TR II (Q3 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions9$1.1M
Exits4$183K

All 13F filers, Q2 2024 → Q3 2024: 221,363 shares bought and 130,380 shares sold, net +90,983 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 40 holders

1607 Capital Partners, LLC 0.49% Add +1.2% 382,371 $5.4M
Rivernorth Capital Management, LLC 0.15% No change 224,345 $3.2M
Sit Investment Associates Inc. 0.07% Add +105.8% 219,785 $3.1M
Guggenheim Capital LLC 0.02% Reduce -9.1% 198,907 $2.8M
Morgan Stanley 0.00% Add +2.7% 167,969 $2.4M
Capital Investment Advisors, LLC 0.04% Add +2.0% 153,018 $2.2M
Shaker Financial Services, LLC 0.73% Reduce -31.9% 138,470 $1.9M
Stratos Wealth Partners, LTD. 0.02% Add +5.1% 111,186 $1.6M
Allspring Global Investments Holdings, LLC 0.00% Add +1.0% 101,503 $1.4M
Bank of America Corp. 0.00% Reduce -6.0% 93,665 $1.3M
Invesco Ltd. 0.00% Reduce -6.2% 64,870 $912K
Hennion & Walsh Asset Management, Inc. 0.03% Add +0.2% 52,247 $735K
LPL Financial LLC 0.00% Add +11.4% 41,148 $579K
NewEdge Advisors, LLC 0.00% Reduce -5.4% 40,454 $569K
Philadelphia Trust Co. 0.03% Reduce -6.1% 30,813 $433K
Integrated Wealth Concepts LLC 0.00% New 28,625 $402K
Riverbridge Partners LLC 0.01% Add +1.6% 28,487 $401K
Landscape Capital Management, L.L.C. 0.04% Add +10.4% 26,077 $367K
Pathstone Holdings, LLC 0.00% New 25,221 $355K
Cohen & Steers, Inc. 0.00% No change 23,927 $336K
Raymond James Financial Services Advisors, Inc. 0.00% Add +43.0% 21,804 $307K
Aviance Capital Partners, LLC 0.04% Reduce -19.1% 20,350 $286K
Hoertkorn Richard Charles 0.10% No change 17,000 $239K
Ameriprise Financial Inc. 0.00% Add +5.9% 13,303 $187K
UBS Group AG 0.00% Reduce -48.6% 11,476 $161K
HighTower Advisors, LLC 0.00% New 10,036 $138K
Wells Fargo & Company 0.00% Reduce -14.1% 8,982 $126K
Robinson Capital Management, LLC 0.04% New 8,770 $123K
Osaic Holdings, Inc. 0.00% Add +0.0% 6,816 $96K
Gould Capital, LLC 0.03% Add +2.2% 3,518 $49K
Royal Bank of Canada 0.00% No change 2,700 $38K
Jaffetilchin Investment Partners, LLC 0.00% New 1,623 $23K
Principal Securities, Inc. 0.00% No change 773 $11K
Grove Bank & Trust 0.00% New 519 $7K
Bessemer Group Inc. 0.00% New 292 $4K
Avior Wealth Management, LLC 0.00% New 273 $4K
CIBC Private Wealth Group LLC 0.00% No change 251 $4K
Hoey Investments, Inc. 0.00% No change 222 $3K
Fortitude Family Office, LLC 0.00% New 200 $3K
Mascoma Wealth Management LLC 0.00% No change 50 $703

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