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BTO

John Hancock Financial Opportunities Fund
BTO

71 hedge funds and large institutions have $130M invested in John Hancock Financial Opportunities Fund in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

8% more funds holding

Funds holding: 66 → 71 (+5)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

1% more capital invested

Capital invested by funds: $129M → $130M (+$1.75M)

0.09% more ownership

Funds ownership: 21.58% → 21.68% (+0.09%)

Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
17
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$3.72M
2
WAM
Wolverine Asset Management
Illinois
+$1.57M
3
Millennium Management
Millennium Management
New York
+$740K
4
SMH
Sanders Morris Harris
Texas
+$456K
5
SPIA
Steward Partners Investment Advisory
New York
+$398K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.66M
2
Morgan Stanley
Morgan Stanley
New York
-$2.47M
3
UBS Group
UBS Group
Switzerland
-$915K
4
Cohen & Steers
Cohen & Steers
New York
-$575K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$433K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$408K -$58.7K -1,803 -12%
SPIA
27
Steward Partners Investment Advisory
New York
$393K +$398K +12,229 New
NB
28
Nicolet Bankshares
Wisconsin
$386K -$6.51K -200 -2%
PAG
29
Private Advisor Group
New Jersey
$374K +$377K +11,600 New
WEC
30
Winslow Evans & Crocker
Massachusetts
$370K -$39K -1,200 -9%
IFWM
31
Institute for Wealth Management
Colorado
$359K – – –
Stifel Financial
32
Stifel Financial
Missouri
$338K +$98.8K +3,036 +41%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$324K -$23.1K -709 -7%
WS
34
Wedbush Securities
California
$283K +$14.3K +439 +5%
GC
35
Guggenheim Capital
Illinois
$280K -$1.43K -44 -0.5%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$272K +$10.8K +333 +4%
DADC
37
D.A. Davidson & Co
Montana
$267K +$9.21K +283 +4%
DA
38
Doliver Advisors
Texas
$237K +$239K +7,348 New
HCM
39
Hudson Capital Management
New Jersey
$219K -$6.51K -200 -3%
BSW
40
Buckingham Strategic Wealth
Missouri
$212K – – –
P
41
&Partners
Tennessee
$205K – – –
FIA
42
FNY Investment Advisers
New York
$129K +$131K +4,033 New
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$107K – – –
SIS
44
Sound Income Strategies
Florida
$89K – – –
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$85K – – –
AG
46
Advisor Group
Arizona
$85K +$24.6K +755 +40%
PA
47
Parallel Advisors
California
$36K – – –
CFN
48
Cordasco Financial Network
Florida
$32K – – –
US Bancorp
49
US Bancorp
Minnesota
$31K – – –
ESB
50
Essex Savings Bank
Connecticut
$29K – – –
1
2
3 4

BTO Hedge Fund Activity: Q2 2019 in Review

71 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q2 2019, worth a combined $130M — up 1.4% from $129M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BTO positions and 8 closed out — a net gain of 5 holders — while 17 added to existing stakes and 16 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.72M. The largest seller was Bank of America, cutting an estimated $2.66M.

  • 71 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q2 2019, up from 66 in Q1 2019.
  • Funds reported $130M of John Hancock Financial Opportunities Fund stock for Q2 2019, up 1.4% quarter-over-quarter.
  • 13 funds opened new John Hancock Financial Opportunities Fund positions in Q2 2019 and 8 closed out, a net change of +5 holders.
  • The largest John Hancock Financial Opportunities Fund buyer in Q2 2019 was Wells Fargo, an estimated $3.72M added.
  • The largest John Hancock Financial Opportunities Fund seller in Q2 2019 was Bank of America, an estimated $2.66M sold.

Based on aggregated 13F filings for Q2 2019.