John Hancock Financial Opportunities Fund
BTO
46 hedge funds and large institutions have $88M invested in John Hancock Financial Opportunities Fund in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 13 closing their positions.
5% more capital invested
Capital invested by funds: $83.7M → $88M (+$4.29M)
0% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 12
1.03% less ownership
Funds ownership: 18.5% → 17.46% (-1%)
16% less funds holding
Funds holding: 55 → 46 (-9)
69% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$704K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$523K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$503K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$253K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$3.71M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$2.39M |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$2.08M |
| 4 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$1.36M |
| 5 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$1.22M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RJFSA
51
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$647K | -27,640 | Closed |
|
|
ANBTV
52
American National Bank & Trust (Virginia)
Danville,
Virginia
| – | -$540K | -23,098 | Closed |
|
|
VFS
53
VSR Financial Services
Overland Park,
Kansas
| – | -$446K | -19,053 | Closed |
|
54
Stifel Financial
St. Louis,
Missouri
| – | -$435K | -18,603 | Closed |
|
55
BNP Paribas Financial Markets
Paris,
France
| – | -$48.3K | -2,066 | Closed |
|
56
Creative Planning
Overland Park,
Kansas
| – | -$47K | -2,000 | Closed |
|
57
Citigroup
New York
| – | -$7K | -280 | Closed |
|
|
RIA
58
Regal Investment Advisors
Kentwood,
Michigan
| – | -$5K | -212 | Closed |
|
BTO Hedge Fund Activity: Q2 2015 in Review
46 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q2 2015, worth a combined $88M — up 5.1% from $83.7M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of BTO and 4 opened new positions — a net loss of 9 holders — while 12 trimmed existing stakes and 12 added.
The largest buyer was Morgan Stanley, adding an estimated $8.5M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $3.71M sold.
- 46 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q2 2015, down from 55 in Q1 2015.
- Funds reported $88M of John Hancock Financial Opportunities Fund stock for Q2 2015, up 5.1% quarter-over-quarter.
- 4 funds opened new John Hancock Financial Opportunities Fund positions in Q2 2015 and 13 closed out, a net change of -9 holders.
- The largest John Hancock Financial Opportunities Fund buyer in Q2 2015 was Morgan Stanley, an estimated $8.5M added.
- The largest John Hancock Financial Opportunities Fund seller in Q2 2015 was 1832 Asset Management, an estimated $3.71M sold.
Based on aggregated 13F filings for Q2 2015.