John Hancock Financial Opportunities Fund
BTO
53 hedge funds and large institutions have $72.2M invested in John Hancock Financial Opportunities Fund in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
19% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 16
8% more funds holding
Funds holding: 49 → 53 (+4)
1.34% more ownership
Funds ownership: 15.44% → 16.78% (+1.3%)
5% more capital invested
Capital invested by funds: $69.1M → $72.2M (+$3.17M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.29M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$1.05M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$854K |
| 4 |
JP Morgan Chase
New York
|
+$803K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$799K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MTIM
Marathon Trading Investment Management
Radnor,
Pennsylvania
|
-$488K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$358K |
| 3 |
NSAM
North Star Asset Management
Neenah,
Wisconsin
|
-$259K |
| 4 |
PP
Patten & Patten
Chattanooga,
Tennessee
|
-$174K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$86.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MPWT
51
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $1.11K | +$1.13K | +50 | New |
|
52
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1K | – | – | – |
|
|
NFG
53
Next Financial Group
Houston,
Texas
| $1K | +$1.41K | +62 | New |
|
|
MTIM
54
Marathon Trading Investment Management
Radnor,
Pennsylvania
| – | -$488K | -21,100 | Closed |
|
|
CFA
55
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$11K | -455 | Closed |
|
|
BRWA
56
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$1.74K | -75 | Closed |
|
BTO Hedge Fund Activity: Q3 2014 in Review
53 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q3 2014, worth a combined $72.2M — up 4.6% from $69.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new BTO positions and 3 closed out — a net gain of 4 holders — while 19 added to existing stakes and 16 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.29M. The largest seller was Marathon Trading Investment Management, exiting entirely with an estimated $488K sold.
- 53 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q3 2014, up from 49 in Q2 2014.
- Funds reported $72.2M of John Hancock Financial Opportunities Fund stock for Q3 2014, up 4.6% quarter-over-quarter.
- 7 funds opened new John Hancock Financial Opportunities Fund positions in Q3 2014 and 3 closed out, a net change of +4 holders.
- The largest John Hancock Financial Opportunities Fund buyer in Q3 2014 was Morgan Stanley, an estimated $1.29M added.
- The largest John Hancock Financial Opportunities Fund seller in Q3 2014 was Marathon Trading Investment Management, an estimated $488K sold.
Based on aggregated 13F filings for Q3 2014.