John Hancock Financial Opportunities Fund
BTO
55 hedge funds and large institutions have $83.7M invested in John Hancock Financial Opportunities Fund in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 10 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 12
0.01% more ownership
Funds ownership: 18.49% → 18.5% (+0.01%)
1% less capital invested
Capital invested by funds: $84.2M → $83.7M (-$472K)
7% less funds holding
Funds holding: 59 → 55 (-4)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LH
Lebenthal Holdings
New York
|
+$2.36M |
| 2 |
Morgan Stanley
New York
|
+$1.65M |
| 3 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$1.32M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$872K |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$404K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$1.16M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$962K |
| 3 |
Goldman Sachs
New York
|
-$849K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$790K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$457K |
BTO Hedge Fund Activity: Q1 2015 in Review
55 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q1 2015, worth a combined $83.7M — down 0.56% from $84.2M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of BTO and 7 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 18 added.
The largest buyer was Lebenthal Holdings, opening a new position worth an estimated $2.36M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $1.16M.
- 55 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q1 2015, down from 59 in Q4 2014.
- Funds reported $83.7M of John Hancock Financial Opportunities Fund stock for Q1 2015, down 0.56% quarter-over-quarter.
- 7 funds opened new John Hancock Financial Opportunities Fund positions in Q1 2015 and 10 closed out, a net change of -3 holders.
- The largest John Hancock Financial Opportunities Fund buyer in Q1 2015 was Lebenthal Holdings, an estimated $2.36M added.
- The largest John Hancock Financial Opportunities Fund seller in Q1 2015 was BNP Paribas Financial Markets, an estimated $1.16M sold.
Based on aggregated 13F filings for Q1 2015.