discover our different approach. john hancock investments is a premier asset manager representing one of america’s most trusted brands, with a heritage of financial stewardship dating back to 1862. as a manager of managers, we search the world to find proven portfolio teams with specialized expertise for every fund we offer, then apply vigorous investment oversight to ensure they continue to meet our uncompromising standards. our unique approach to asset management has led to a diverse set of investments deeply rooted in investor needs, along with strong risk-adjusted returns across asset classes. we think it’s a better way to invest. • more than $148 billion in assets under management • 27 distinct asset managers (26 unaffiliated with john hancock) • 71 proven portfolio teams, each with a distinct philosophy and approach • 114 different investment strategies* *includes direct sold and underlying strategies, including etfs • 45 funds rated 4 or 5 stars by morningstar at the highest-rat
Company profile
Ticker
JHI
Exchange
CEO
Andrew Grant Arnott
Employees
Incorporated
Location
Fiscal year end
Former names
HANCOCK JOHN INVESTORS TRUST
SEC CIK
Corporate docs
JHI stock data
Latest filings (excl ownership)
424B3
Prospectus supplement
1 Mar 24
EFFECT
Notice of effectiveness
1 Mar 24
N-CEN
Annual report (registered investment company)
10 Jan 24
N-CSR
Certified annual shareholder report (management investment company)
27 Dec 23
DEF 14A
Definitive proxy
14 Dec 23
424B3
Prospectus supplement
20 Oct 23
424B3
Prospectus supplement
6 Oct 23
N-PX
Annual report of proxy voting record
23 Aug 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
30 Jun 23
424B3
Prospectus supplement
29 Jun 23
Latest ownership filings
NPORT-P
John Hancock Investors Trust (Jan 2024 report)
29 Mar 24
SC 13G
1607 Capital Partners, LLC
8 Feb 24
SC 13G/A
FIRST TRUST PORTFOLIOS LP
7 Feb 24
4
Dean Garfield
4 Jan 24
NPORT-P
John Hancock Investors Trust (Oct 2023 report)
28 Dec 23
NPORT-P/A
John Hancock Investors Trust (Jul 2023 report)
8 Dec 23
4
Noni L Ellison
16 Oct 23
3
Andy McFetridge
10 Oct 23
NPORT-P
John Hancock Investors Trust (Jul 2023 report)
27 Sep 23
NPORT-P
John Hancock Investors Trust (Apr 2023 report)
28 Jun 23
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
John Hancock Investors Trust | – | -0.93 | -3.44 | -1.89 | 206.78 mm | 287 | Oct 2023 |
Institutional ownership, Q3 2023
26.0% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 35 |
Opened positions | 8 |
Closed positions | 3 |
Increased positions | 11 |
Reduced positions | 8 |
13F shares | Current |
---|---|
Total value | 21.49 bn |
Total shares | 2.28 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
1607 Capital Partners | 518.50 k | $6.30 bn |
First Trust Portfolios | 503.77 k | $0.00 |
Shaker Financial Services | 150.55 k | $1.83 bn |
MS Morgan Stanley | 135.94 k | $1.65 bn |
Capital Investment Advisors | 125.34 k | $1.52 bn |
Stratos Wealth Partners | 109.81 k | $1.33 bn |
Advisor | 103.91 k | $1.26 bn |
BAC Bank Of America | 89.93 k | $1.09 bn |
Wolverine Asset Management | 73.17 k | $889.04 mm |
Guggenheim Capital | 58.67 k | $712.84 mm |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
2 Jan 24 | Dean Garfield | Common Shares of Beneficial Interest | Buy | Acquire P | No | No | 14.41 | 1,131.46 | 16.30 k | 1,131.46 |
12 Oct 23 | Noni L Ellison | Common Shares of Beneficial Ownership | Buy | Acquire P | No | No | 11.93 | 925 | 11.04 k | 925 |