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BTO

John Hancock Financial Opportunities Fund
BTO

51 hedge funds and large institutions have $128M invested in John Hancock Financial Opportunities Fund in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

10% more capital invested

Capital invested by funds: $117M → $128M (+$11.1M)

2% more funds holding

Funds holding: 50 → 51 (+1)

0.62% more ownership

Funds ownership: 18.55% → 19.17% (+0.62%)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
15
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.23M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$1.98M
3
DA
Doliver Advisors
Texas
+$1.04M
4
Wells Fargo
Wells Fargo
California
+$392K
5
RJA
Raymond James & Associates
Florida
+$378K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$879K
2
First Trust Advisors
First Trust Advisors
Illinois
-$688K
3
LPL Financial
LPL Financial
California
-$505K
4
CWM
Concert Wealth Management
California
-$417K
5
Bank of America
Bank of America
North Carolina
-$409K
Name Holding Trade Value Shares
Change 		Change in
Stake
BTS
26
BB&T Securities
Virginia
$395K +$60.4K +1,732 +19%
WS
27
Wedbush Securities
California
$322K -$66.4K -1,904 -18%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$260K +$252K +7,230 New
PAG
29
Private Advisor Group
New Jersey
$247K +$236K +6,763 New
NPC
30
National Planning Corporation
California
$205K -$103K -2,968 -35%
DADC
31
D.A. Davidson & Co
Montana
$192K +$26.2K +750 +16%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$125K +$48.9K +1,402 +68%
NFG
33
Next Financial Group
Texas
$120K – – –
US Bancorp
34
US Bancorp
Minnesota
$115K – – –
Creative Planning
35
Creative Planning
Kansas
$114K +$1.85K +53 +2%
SPIA
36
Steward Partners Investment Advisory
New York
$101K +$83K +2,380 +547%
ASN
37
Advisory Services Network
Georgia
$96K +$92.5K +2,654 New
PMFA
38
Plante Moran Financial Advisors
Michigan
$54K – – –
PSUF
39
People's United Financial
Connecticut
$36K – – –
First Manhattan
40
First Manhattan
New York
$27K – – –
OC
41
Oakworth Capital
Alabama
$25K – – –
GWM
42
Geneos Wealth Management
Colorado
$18K – – –
SHJ
43
Sharkey, Howes & Javer
Colorado
$15K – – –
FIB
44
First Interstate Bank
Montana
$14K -$9K -258 -39%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$12K – – –
VWA
46
V Wealth Advisors
Kansas
$10K +$9.59K +275 New
JCM
47
Jacobi Capital Management
Pennsylvania
$8K +$7.84K +225 New
TRCT
48
Tower Research Capital (TRC)
New York
$7K +$6.97K +200 New
IA
49
IFP Advisors
Florida
$5K +$4.36K +125 New
Citigroup
50
Citigroup
New York
$4K – – –
1
2
3

BTO Hedge Fund Activity: Q2 2017 in Review

51 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q2 2017, worth a combined $128M — up 9.5% from $117M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BTO positions and 7 closed out — a net gain of 2 holders — while 15 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.23M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $879K sold.

  • 51 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q2 2017, up from 50 in Q1 2017.
  • Funds reported $128M of John Hancock Financial Opportunities Fund stock for Q2 2017, up 9.5% quarter-over-quarter.
  • 9 funds opened new John Hancock Financial Opportunities Fund positions in Q2 2017 and 7 closed out, a net change of +2 holders.
  • The largest John Hancock Financial Opportunities Fund buyer in Q2 2017 was Morgan Stanley, an estimated $4.23M added.
  • The largest John Hancock Financial Opportunities Fund seller in Q2 2017 was Wolverine Asset Management, an estimated $879K sold.

Based on aggregated 13F filings for Q2 2017.