John Hancock Financial Opportunities Fund
BTO
48 hedge funds and large institutions have $89.4M invested in John Hancock Financial Opportunities Fund in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
4% more funds holding
Funds holding: 46 → 48 (+2)
1.62% more ownership
Funds ownership: 17.46% → 19.08% (+1.6%)
2% more capital invested
Capital invested by funds: $88M → $89.4M (+$1.42M)
0% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$7.21M |
| 2 |
Morgan Stanley
New York
|
+$3.38M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$743K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$625K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
+$464K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LH
Lebenthal Holdings
New York
|
-$2.35M |
| 2 |
JP Morgan Chase
New York
|
-$490K |
| 3 |
LPL Financial
San Diego,
California
|
-$384K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$368K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$276K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$10.2K | -376 | -100% |
|
52
Bank of Montreal
Toronto,
Ontario, Canada
| – | +$351 | +13 | New |
|
BTO Hedge Fund Activity: Q3 2015 in Review
48 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q3 2015, worth a combined $89.4M — up 1.6% from $88M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new BTO positions and 5 closed out — a net gain of 2 holders — while 12 added to existing stakes and 12 trimmed.
The largest buyer was Wells Fargo, adding an estimated $7.21M. The largest seller was Lebenthal Holdings, exiting entirely with an estimated $2.35M sold.
- 48 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q3 2015, up from 46 in Q2 2015.
- Funds reported $89.4M of John Hancock Financial Opportunities Fund stock for Q3 2015, up 1.6% quarter-over-quarter.
- 7 funds opened new John Hancock Financial Opportunities Fund positions in Q3 2015 and 5 closed out, a net change of +2 holders.
- The largest John Hancock Financial Opportunities Fund buyer in Q3 2015 was Wells Fargo, an estimated $7.21M added.
- The largest John Hancock Financial Opportunities Fund seller in Q3 2015 was Lebenthal Holdings, an estimated $2.35M sold.
Based on aggregated 13F filings for Q3 2015.