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BTO

John Hancock Financial Opportunities Fund
BTO

59 hedge funds and large institutions have $154M invested in John Hancock Financial Opportunities Fund in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2% more funds holding

Funds holding: 58 → 59 (+1)

1.27% more ownership

Funds ownership: 20.28% → 21.55% (+1.3%)

4% more capital invested

Capital invested by funds: $149M → $154M (+$5.35M)

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
20
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.26M
2
RJA
Raymond James & Associates
Florida
+$1.63M
3
Morgan Stanley
Morgan Stanley
New York
+$1.18M
4
Cohen & Steers
Cohen & Steers
New York
+$682K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$661K

Top Sellers

Rank Fund Capital Flow
1
AIC
Aurora Investment Counsel
Georgia
-$1.09M
2
LNC
Lincoln National Corp
Pennsylvania
-$335K
3
UR
USCA RIA
Texas
-$232K
4
PVWM
Point View Wealth Management
New Jersey
-$133K
5
SWP
Stratos Wealth Partners
Ohio
-$98.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
JA
51
JOYN Advisors
Georgia
$18K +$18.7K +475 New
SHJ
52
Sharkey, Howes & Javer
Colorado
$15K – – –
GTAM
53
Global Trust Asset Management
Florida
$10K – – –
BWL
54
Bogart Wealth LLC
Virginia
$9K – – –
JCM
55
Jacobi Capital Management
Pennsylvania
$9K +$79 +2 +0.9%
CAGAS
56
Capital Advisory Group Advisory Services
Minnesota
$4K +$4.37K +111 New
AG
57
Advisor Group
Arizona
$2K – – –
NSIM
58
North Star Investment Management
Illinois
$2K – – –
AIC
59
Aurora Investment Counsel
Georgia
– -$1.09M -27,834 Closed
LNC
60
Lincoln National Corp
Pennsylvania
– -$335K -8,513 Closed
UR
61
USCA RIA
Texas
– -$232K -5,900 Closed
TCM
62
Tradewinds Capital Management
Washington
– -$59K -1,500 Closed
First Manhattan
63
First Manhattan
New York
– -$29K -759 Closed
CA
64
Calton & Associates
Florida
– -$18K -460 Closed
RFC
65
Regions Financial Corp
Alabama
– -$9K -231 Closed
Citigroup
66
Citigroup
New York
– -$4K -100 Closed
RWP
67
RWA Wealth Partners
Massachusetts
– +$354 +9 New
1 2
3

BTO Hedge Fund Activity: Q1 2018 in Review

59 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q1 2018, worth a combined $154M — up 3.6% from $149M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BTO positions and 8 closed out — a net gain of 1 holder — while 20 added to existing stakes and 15 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $3.26M. The largest seller was Aurora Investment Counsel, exiting entirely with an estimated $1.09M sold.

  • 59 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q1 2018, up from 58 in Q4 2017.
  • Funds reported $154M of John Hancock Financial Opportunities Fund stock for Q1 2018, up 3.6% quarter-over-quarter.
  • 9 funds opened new John Hancock Financial Opportunities Fund positions in Q1 2018 and 8 closed out, a net change of +1 holder.
  • The largest John Hancock Financial Opportunities Fund buyer in Q1 2018 was Raymond James Financial Services Advisors, an estimated $3.26M added.
  • The largest John Hancock Financial Opportunities Fund seller in Q1 2018 was Aurora Investment Counsel, an estimated $1.09M sold.

Based on aggregated 13F filings for Q1 2018.