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BTO

John Hancock Financial Opportunities Fund
BTO

63 hedge funds and large institutions have $125M invested in John Hancock Financial Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

1.31% less ownership

Funds ownership: 22.45% → 21.14% (-1.3%)

5% less funds holding

Funds holding: 66 → 63 (-3)

14% less capital invested

Capital invested by funds: $145M → $125M (-$19.6M)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
23
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.13M
2
SI
Stephens Inc
Arkansas
+$1.42M
3
WAM
Wolverine Asset Management
Illinois
+$1.05M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$517K
5
SPIA
Steward Partners Investment Advisory
New York
+$325K

Top Sellers

Rank Fund Capital Flow
1
EPAM
Euro Pacific Asset Management
Puerto Rico
-$1.12M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$599K
3
Invesco
Invesco
Georgia
-$454K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$285K
5
AWS
Atria Wealth Solutions
New York
-$279K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$308K +$7.67K +211 +2%
HighTower Advisors
27
HighTower Advisors
Illinois
$300K +$291 +8 +0.1%
WS
28
Wedbush Securities
California
$295K -$5.82K -160 -2%
JWCA
29
J.W. Cole Advisors
Florida
$280K -$15.9K -437 -5%
Mariner
30
Mariner
Kansas
$278K -$196K -5,396 -38%
WI
31
Wintrust Investments
Illinois
$265K +$3.2K +88 +1%
LMKC
32
L.M. Kohn & Company
Ohio
$262K -$618 -17 -0.2%
OC
33
Oppenheimer & Co
New York
$254K -$109 -3 -0%
Osaic Holdings
34
Osaic Holdings
Arizona
$243K +$52.1K +1,432 +23%
AWE
35
Avidian Wealth Enterprises
Texas
$242K -$40.7K -1,120 -13%
JMPWA
36
JP Morgan Private Wealth Advisors
California
$240K +$3.34K +92 +1%
PG
37
Patten Group
Tennessee
$224K -$10.9K -300 -4%
MC
38
Moors & Cabot
Massachusetts
$208K – – –
AWS
39
Atria Wealth Solutions
New York
$202K -$279K -7,684 -55%
AF
40
Allworth Financial
California
$111K -$16.6K -456 -11%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$107K +$118K +3,250 +2,289%
TWM
42
Tradition Wealth Management
Minnesota
$64K – – –
AIM
43
Axiom Investment Management
New York
$63K +$72.7K +2,000 New
HWMA
44
Heritage Wealth Management (Arizona)
Arizona
$47K – – –
APA
45
American Portfolios Advisors
New York
$33.5K +$473 +13 +1%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$21K – – –
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$20K – – –
TF
48
TimeScale Financial
Massachusetts
$17K +$327 +9 +2%
PTC
49
Private Trust Company
Ohio
$16K – – –
TPCW
50
TD Private Client Wealth
New York
$13.6K – – –
1
2
3

BTO Hedge Fund Activity: Q3 2022 in Review

63 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q3 2022, worth a combined $125M — down 14% from $145M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BTO and 4 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 23 added.

The largest buyer was Morgan Stanley, adding an estimated $2.13M. The largest seller was Euro Pacific Asset Management, exiting entirely with an estimated $1.12M sold.

  • 63 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q3 2022, down from 66 in Q2 2022.
  • Funds reported $125M of John Hancock Financial Opportunities Fund stock for Q3 2022, down 14% quarter-over-quarter.
  • 4 funds opened new John Hancock Financial Opportunities Fund positions in Q3 2022 and 7 closed out, a net change of -3 holders.
  • The largest John Hancock Financial Opportunities Fund buyer in Q3 2022 was Morgan Stanley, an estimated $2.13M added.
  • The largest John Hancock Financial Opportunities Fund seller in Q3 2022 was Euro Pacific Asset Management, an estimated $1.12M sold.

Based on aggregated 13F filings for Q3 2022.