John Hancock Financial Opportunities Fund
BTO
67 hedge funds and large institutions have $125M invested in John Hancock Financial Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 6 closing their positions.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
86% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 14
10% more funds holding
Funds holding: 61 → 67 (+6)
0.53% more ownership
Funds ownership: 20.69% → 21.22% (+0.53%)
4% less capital invested
Capital invested by funds: $129M → $125M (-$4.67M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.98M |
| 2 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$1.25M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.23M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1M |
| 5 |
JP Morgan Chase
New York
|
+$821K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.04M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.11M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$939K |
| 4 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$654K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$574K |
BTO Hedge Fund Activity: Q1 2023 in Review
67 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q1 2023, worth a combined $125M — down 3.6% from $129M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new BTO positions and 6 closed out — a net gain of 8 holders — while 26 added to existing stakes and 14 trimmed.
The largest buyer was Wells Fargo, adding an estimated $2.98M. The largest seller was Morgan Stanley, cutting an estimated $3.04M.
- 67 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q1 2023, up from 61 in Q4 2022.
- Funds reported $125M of John Hancock Financial Opportunities Fund stock for Q1 2023, down 3.6% quarter-over-quarter.
- 14 funds opened new John Hancock Financial Opportunities Fund positions in Q1 2023 and 6 closed out, a net change of +8 holders.
- The largest John Hancock Financial Opportunities Fund buyer in Q1 2023 was Wells Fargo, an estimated $2.98M added.
- The largest John Hancock Financial Opportunities Fund seller in Q1 2023 was Morgan Stanley, an estimated $3.04M sold.
Based on aggregated 13F filings for Q1 2023.