John Hancock Investors TRJHI
13F holders, Q4 2024 (December 31)38holders −2
2new positions
5sold out
$13.68avg. 13F price*
At the end of Q4 2024, 38 institutions reported holding John Hancock Investors TR (JHI) in their 13F filings, down 2 from Q3 2024. 2 opened new positions and 5 sold out. The largest holders were 1607 Capital Partners, LLC ($7.3M), Sit Investment Associates Inc. ($4.5M) and Rivernorth Capital Management, LLC ($2.5M).
- Company
- John Hancock Investors TR
- Filed as
- HANCOCK JOHN INVT TR II (Q4 2024)
- CUSIP
- 410142103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $57K |
| Exits | 5 | $183K |
All 13F filers, Q3 2024 → Q4 2024: 350,659 shares bought and 251,913 shares sold, net +98,746 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| 1607 Capital Partners, LLC | 0.59% | Add +40.3% | 536,545 | $7.3M |
| Sit Investment Associates Inc. | 0.10% | Add +48.8% | 326,964 | $4.5M |
| Rivernorth Capital Management, LLC | 0.12% | Reduce -17.0% | 186,275 | $2.5M |
| Guggenheim Capital LLC | 0.02% | Reduce -11.2% | 176,545 | $2.4M |
| Morgan Stanley | 0.00% | Add +0.3% | 168,495 | $2.3M |
| Capital Investment Advisors, LLC | 0.04% | Reduce -8.0% | 140,741 | $1.9M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +0.0% | 111,188 | $1.5M |
| Shaker Financial Services, LLC | 0.55% | Reduce -24.1% | 105,114 | $1.4M |
| Invesco Ltd. | 0.00% | Add +7.0% | 69,421 | $950K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Reduce -0.6% | 51,945 | $711K |
| Bank of America Corp. | 0.00% | Reduce -50.4% | 46,507 | $636K |
| Pathstone Holdings, LLC | 0.00% | Add +82.4% | 46,001 | $629K |
| LPL Financial LLC | 0.00% | Add +10.2% | 45,361 | $621K |
| Robinson Capital Management, LLC | 0.24% | Add +398.3% | 43,700 | $598K |
| Morey & Quinn Wealth Partners, LLC | 0.51% | — | 43,527 | $595K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.0% | 38,854 | $532K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -64.0% | 36,486 | $499K |
| Philadelphia Trust Co. | 0.03% | No change | 30,813 | $422K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.8% | 28,858 | $395K |
| Riverbridge Partners LLC | 0.01% | Add +0.3% | 28,560 | $391K |
| Osaic Holdings, Inc. | 0.00% | Add +261.1% | 24,616 | $337K |
| Cohen & Steers, Inc. | 0.00% | No change | 23,927 | $327K |
| Aviance Capital Partners, LLC | 0.04% | Add +9.3% | 22,238 | $304K |
| Hoertkorn Richard Charles | 0.08% | Reduce -17.6% | 14,000 | $192K |
| Landscape Capital Management, L.L.C. | 0.02% | Reduce -48.0% | 13,562 | $186K |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.3% | 13,003 | $178K |
| UBS Group AG | 0.00% | Reduce -20.0% | 9,179 | $126K |
| Wells Fargo & Company | 0.00% | No change | 8,982 | $123K |
| Gould Capital, LLC | 0.03% | Reduce -11.8% | 3,102 | $42K |
| Royal Bank of Canada | 0.00% | No change | 2,700 | $37K |
| Noble Wealth Management PBC | 0.02% | — | 2,424 | $33K |
| Quarry LP | 0.01% | New | 2,141 | $29K |
| American National Bank & Trust | 0.00% | New | 2,000 | $27K |
| Avior Wealth Management, LLC | 0.00% | Add +61.9% | 442 | $6K |
| 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% | No change | 200 | $3K |
| Mascoma Wealth Management LLC | 0.00% | No change | 50 | $684 |
"% of holder's portfolio" is JHI's weight in each manager's 13F, not the share of John Hancock Investors TR the manager owns.