| Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
|---|---|---|---|---|---|---|---|
| John Hancock Investors Trust | – | -0.93 | -3.44 | -1.89 | 206.78 mm | 287 | Oct 2023 |
| 13F holders | Current |
|---|---|
| Total holders | 38 |
| Opened positions | 14 |
| Closed positions | 5 |
| Increased positions | 9 |
| Reduced positions | 7 |
| 13F shares | Current |
|---|---|
| Total value | 27.41 bn |
| Total shares | 2.82 mm |
| Total puts | 0.00 |
| Total calls | 0.00 |
| Total put/call ratio | – |
| Largest owners | Shares | Value |
|---|---|---|
| 1607 Capital Partners | 536.54 k | $7.34 bn |
| First Trust Portfolios | 438.15 k | $6.24 mm |
| Sit Investment Associates | 326.96 k | $4.47 mm |
| Rivernorth Capital Management | 186.28 k | $2.55 bn |
| Guggenheim Capital | 176.55 k | $2.42 bn |
| MS Morgan Stanley | 168.50 k | $2.30 bn |
| Capital Investment Advisors | 140.74 k | $1.93 bn |
| Stratos Wealth Partners | 111.19 k | $1.52 bn |
| Shaker Financial Services | 105.11 k | $1.44 bn |
| IVZ Invesco | 69.42 k | $949.67 mm |
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 8 Apr 25 | Wright Thomas Rowe | Common Shares of Beneficial Interest | Buy | Acquire P | No | No | 12.5698 | 875 | 11.00 k | 875 |
| 14 Jan 25 | William K Bacic | common shares of beneficial interest | Buy | Acquire P | No | No | 14 | 719 | 10.07 k | 719 |
