John Hancock Financial Opportunities Fund
BTO
51 hedge funds and large institutions have $138M invested in John Hancock Financial Opportunities Fund in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 8 closing their positions.
7% more capital invested
Capital invested by funds: $128M → $138M (+$9.51M)
7% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 15
0.75% more ownership
Funds ownership: 19.17% → 19.92% (+0.75%)
0% more funds holding
Funds holding: 51 → 51 (0)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.93M |
| 2 |
Morgan Stanley
New York
|
+$1.53M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$882K |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$666K |
| 5 |
Cohen & Steers
New York
|
+$574K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$2.05M |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$268K |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
-$267K |
| 4 |
NPC
National Planning Corporation
El Segundo,
California
|
-$205K |
| 5 |
PP
Patten & Patten
Chattanooga,
Tennessee
|
-$194K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
51
Advisor Group
Phoenix,
Arizona
| $2K | +$2.15K | +62 | New |
|
|
52
Bank of Nova Scotia
Toronto,
Ontario, Canada
| – | -$2.05M | -56,804 | Closed |
|
|
NPC
53
National Planning Corporation
El Segundo,
California
| – | -$205K | -5,477 | Closed |
|
54
Creative Planning
Overland Park,
Kansas
| – | -$114K | -3,173 | Closed |
|
|
PMFA
55
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$54K | -1,485 | Closed |
|
|
PSUF
56
People's United Financial
Bridgeport,
Connecticut
| – | -$36K | -1,000 | Closed |
|
|
FIB
57
First Interstate Bank
Billings,
Montana
| – | -$14K | -400 | Closed |
|
|
VWA
58
V Wealth Advisors
Overland Park,
Kansas
| – | -$10K | -275 | Closed |
|
|
TRCT
59
Tower Research Capital (TRC)
New York
| – | -$7K | -200 | Closed |
|
BTO Hedge Fund Activity: Q3 2017 in Review
51 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q3 2017, worth a combined $138M — up 7.4% from $128M a quarter earlier.
Fund positioning in BTO was balanced in Q3 2017: 8 funds opened new positions, 8 closed out, 16 added to existing stakes and 15 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $2.93M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $2.05M sold.
- 51 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q3 2017, unchanged from Q2 2017.
- Funds reported $138M of John Hancock Financial Opportunities Fund stock for Q3 2017, up 7.4% quarter-over-quarter.
- 8 funds opened new John Hancock Financial Opportunities Fund positions in Q3 2017 and 8 closed out, a net change of 0 holders.
- The largest John Hancock Financial Opportunities Fund buyer in Q3 2017 was Raymond James & Associates, an estimated $2.93M added.
- The largest John Hancock Financial Opportunities Fund seller in Q3 2017 was Bank of Nova Scotia, an estimated $2.05M sold.
Based on aggregated 13F filings for Q3 2017.