John Hancock Financial Opportunities Fund
BTO
66 hedge funds and large institutions have $145M invested in John Hancock Financial Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 7 closing their positions.
1.6% more ownership
Funds ownership: 20.86% → 22.45% (+1.6%)
10% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 21
1% less funds holding
Funds holding: 67 → 66 (-1)
8% less capital invested
Capital invested by funds: $158M → $145M (-$12.6M)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EPAM
Euro Pacific Asset Management
Dorado,
Puerto Rico
|
+$12.2M |
| 2 |
Morgan Stanley
New York
|
+$883K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$551K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$333K |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$276K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.41M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$544K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$352K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$332K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$270K |
BTO Hedge Fund Activity: Q2 2022 in Review
66 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q2 2022, worth a combined $145M — down 8% from $158M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of BTO and 6 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 23 added.
The largest buyer was Euro Pacific Asset Management, opening a new position worth an estimated $12.2M. The largest seller was LPL Financial, cutting an estimated $1.41M.
- 66 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q2 2022, down from 67 in Q1 2022.
- Funds reported $145M of John Hancock Financial Opportunities Fund stock for Q2 2022, down 8% quarter-over-quarter.
- 6 funds opened new John Hancock Financial Opportunities Fund positions in Q2 2022 and 7 closed out, a net change of -1 holder.
- The largest John Hancock Financial Opportunities Fund buyer in Q2 2022 was Euro Pacific Asset Management, an estimated $12.2M added.
- The largest John Hancock Financial Opportunities Fund seller in Q2 2022 was LPL Financial, an estimated $1.41M sold.
Based on aggregated 13F filings for Q2 2022.