John Hancock Financial Opportunities Fund
BTO
52 hedge funds and large institutions have $70.8M invested in John Hancock Financial Opportunities Fund in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 8 closing their positions.
129% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 7
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
11% more funds holding
Funds holding: 47 → 52 (+5)
10% more capital invested
Capital invested by funds: $64.2M → $70.8M (+$6.55M)
1.15% more ownership
Funds ownership: 14.23% → 15.38% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.53M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$914K |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
+$808K |
| 4 |
MTIM
Marathon Trading Investment Management
Radnor,
Pennsylvania
|
+$694K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
+$537K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.64M |
| 2 |
SG Americas Securities
New York
|
-$583K |
| 3 |
PP
Paloma Partners
Greenwich,
Connecticut
|
-$497K |
| 4 |
OC
Oppenheimer & Co
New York
|
-$259K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$259K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Nomura Holdings
Tokyo,
Japan
| $2K | +$2.31K | +100 | New |
|
52
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1K | – | – | – |
|
|
53
SG Americas Securities
New York
| – | -$583K | -24,744 | Closed |
|
|
PP
54
Paloma Partners
Greenwich,
Connecticut
| – | -$497K | -21,091 | Closed |
|
|
VKH
55
Virtu KCG Holdings
New York
| – | -$259K | -10,989 | Closed |
|
|
OC
56
Oppenheimer & Co
New York
| – | -$259K | -10,988 | Closed |
|
57
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$233K | -9,893 | Closed |
|
|
TRCT
58
Tower Research Capital (TRC)
New York
| – | -$72K | -3,060 | Closed |
|
59
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$47K | -2,000 | Closed |
|
|
MBT
60
Monroe Bank & Trust
Monroe,
Michigan
| – | -$35K | -1,493 | Closed |
|
BTO Hedge Fund Activity: Q1 2014 in Review
52 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q1 2014, worth a combined $70.8M — up 10% from $64.2M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new BTO positions and 8 closed out — a net gain of 5 holders — while 16 added to existing stakes and 7 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.53M. The largest seller was Bank of America, cutting an estimated $1.64M.
- 52 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q1 2014, up from 47 in Q4 2013.
- Funds reported $70.8M of John Hancock Financial Opportunities Fund stock for Q1 2014, up 10% quarter-over-quarter.
- 13 funds opened new John Hancock Financial Opportunities Fund positions in Q1 2014 and 8 closed out, a net change of +5 holders.
- The largest John Hancock Financial Opportunities Fund buyer in Q1 2014 was Morgan Stanley, an estimated $2.53M added.
- The largest John Hancock Financial Opportunities Fund seller in Q1 2014 was Bank of America, an estimated $1.64M sold.
Based on aggregated 13F filings for Q1 2014.