John Hancock Investors TRJHI
13F holders, Q1 2025 (March 31)35holders −3
1new positions
4sold out
$13.57avg. 13F price*
At the end of Q1 2025, 35 institutions reported holding John Hancock Investors TR (JHI) in their 13F filings, down 3 from Q4 2024. 1 opened new positions and 4 sold out. The largest holders were 1607 Capital Partners, LLC ($7.5M), Sit Investment Associates Inc. ($4.6M) and Morgan Stanley ($2.2M).
- Company
- John Hancock Investors TR
- Filed as
- HANCOCK JOHN INVT TR II (Q1 2025)
- CUSIP
- 410142103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $177K |
| Exits | 4 | $81K |
All 13F filers, Q4 2024 → Q1 2025: 150,023 shares bought and 154,945 shares sold, net −4,922 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| 1607 Capital Partners, LLC | 0.60% | Add +2.9% | 552,045 | $7.5M |
| Sit Investment Associates Inc. | 0.11% | Add +3.1% | 337,050 | $4.6M |
| Morgan Stanley | 0.00% | Reduce -3.3% | 162,909 | $2.2M |
| Rivernorth Capital Management, LLC | 0.11% | Reduce -16.5% | 155,575 | $2.1M |
| Shaker Financial Services, LLC | 0.77% | Add +39.3% | 146,399 | $2.0M |
| Capital Investment Advisors, LLC | 0.04% | Reduce -4.7% | 134,100 | $1.8M |
| Guggenheim Capital LLC | 0.01% | Reduce -37.5% | 110,378 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -2.2% | 108,717 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +203.5% | 74,700 | $1.0M |
| Invesco Ltd. | 0.00% | Add +3.4% | 71,791 | $974K |
| LPL Financial LLC | 0.00% | Add +7.1% | 48,592 | $659K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Reduce -6.8% | 48,404 | $657K |
| Robinson Capital Management, LLC | 0.24% | No change | 43,700 | $593K |
| Morey & Quinn Wealth Partners, LLC | 0.48% | Reduce -1.2% | 43,002 | $584K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.0% | 38,454 | $522K |
| Bank of America Corp. | 0.00% | Reduce -23.9% | 35,391 | $480K |
| Pathstone Holdings, LLC | 0.00% | Reduce -29.6% | 32,360 | $439K |
| Riverbridge Partners LLC | 0.01% | Add +10.8% | 31,650 | $429K |
| Philadelphia Trust Co. | 0.04% | No change | 30,813 | $418K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -16.4% | 30,514 | $414K |
| Integrated Wealth Concepts LLC | 0.00% | Add +1.8% | 29,388 | $399K |
| Aviance Capital Partners, LLC | 0.05% | Add +23.6% | 27,474 | $373K |
| Cohen & Steers, Inc. | 0.00% | No change | 23,927 | $325K |
| Hoertkorn Richard Charles | 0.09% | No change | 14,000 | $190K |
| Susquehanna International Group, LLP | 0.00% | New | 13,022 | $177K |
| Ameriprise Financial Inc. | 0.00% | No change | 13,003 | $176K |
| Landscape Capital Management, L.L.C. | 0.01% | Reduce -13.6% | 11,712 | $159K |
| UBS Group AG | 0.00% | Add +13.9% | 10,456 | $142K |
| Wells Fargo & Company | 0.00% | Reduce -5.0% | 8,532 | $116K |
| Royal Bank of Canada | 0.00% | Add +93.0% | 5,212 | $71K |
| Noble Wealth Management PBC | 0.04% | Add +74.3% | 4,224 | $57K |
| American National Bank & Trust | 0.00% | No change | 2,000 | $27K |
| 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 | $679 |
"% of holder's portfolio" is JHI's weight in each manager's 13F, not the share of John Hancock Investors TR the manager owns.