John Hancock Financial Opportunities Fund
BTO
61 hedge funds and large institutions have $154M invested in John Hancock Financial Opportunities Fund in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
13% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 16
3% more funds holding
Funds holding: 59 → 61 (+2)
0.6% more ownership
Funds ownership: 21.55% → 22.15% (+0.6%)
0% less capital invested
Capital invested by funds: $154M → $154M (-$358K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.11M |
| 2 |
NMC
Nine Masts Capital
Central,
Hong Kong
|
+$1.24M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$943K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
+$927K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$642K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.31M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$484K |
| 3 |
PP
Patten & Patten
Chattanooga,
Tennessee
|
-$465K |
| 4 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$457K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$388K |
BTO Hedge Fund Activity: Q2 2018 in Review
61 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q2 2018, worth a combined $154M — down 0.23% from $154M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BTO positions and 7 closed out — a net gain of 2 holders — while 18 added to existing stakes and 16 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $2.11M. The largest seller was Morgan Stanley, cutting an estimated $1.31M.
- 61 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q2 2018, up from 59 in Q1 2018.
- Funds reported $154M of John Hancock Financial Opportunities Fund stock for Q2 2018, down 0.23% quarter-over-quarter.
- 9 funds opened new John Hancock Financial Opportunities Fund positions in Q2 2018 and 7 closed out, a net change of +2 holders.
- The largest John Hancock Financial Opportunities Fund buyer in Q2 2018 was Raymond James & Associates, an estimated $2.11M added.
- The largest John Hancock Financial Opportunities Fund seller in Q2 2018 was Morgan Stanley, an estimated $1.31M sold.
Based on aggregated 13F filings for Q2 2018.