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BTO

John Hancock Financial Opportunities Fund
BTO

71 hedge funds and large institutions have $130M invested in John Hancock Financial Opportunities Fund in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

8% more funds holding

Funds holding: 66 → 71 (+5)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

1% more capital invested

Capital invested by funds: $129M → $130M (+$1.75M)

0.09% more ownership

Funds ownership: 21.58% → 21.68% (+0.09%)

Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
17
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$3.72M
2
WAM
Wolverine Asset Management
Illinois
+$1.57M
3
Millennium Management
Millennium Management
New York
+$740K
4
SMH
Sanders Morris Harris
Texas
+$456K
5
SPIA
Steward Partners Investment Advisory
New York
+$398K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.66M
2
Morgan Stanley
Morgan Stanley
New York
-$2.47M
3
UBS Group
UBS Group
Switzerland
-$915K
4
Cohen & Steers
Cohen & Steers
New York
-$575K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$433K
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
51
American Portfolios Advisors
New York
$28.2K – – –
BFEC
52
Benjamin F. Edwards & Company
Missouri
$28K – – –
RFM
53
Royal Fund Management
Florida
$27K – – –
OC
54
Oakworth Capital
Alabama
$23K – – –
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$19K – – –
GWM
56
Geneos Wealth Management
Colorado
$16K – – –
TF
57
TimeScale Financial
Massachusetts
$14K +$13.9K +428 New
CFGS
58
Concourse Financial Group Securities
Alabama
$13K -$19.5K -600 -60%
SHJ
59
Sharkey, Howes & Javer
Colorado
$13K – – –
AF
60
Advisornet Financial
Minnesota
$13K +$228 +7 +2%
RIA
61
Realta Investment Advisors
Delaware
$13K +$14.4K +441 New
WCG
62
Weaver Consulting Group
California
$9K – – –
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$8K – – –
BWL
64
Bogart Wealth LLC
Virginia
$7K – – –
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$6K – – –
JFA
66
JNBA Financial Advisors
Minnesota
$6K +$6.28K +193 New
CIAS
67
Capital Investment Advisory Services
North Carolina
$3K – – –
JP Morgan Chase
68
JP Morgan Chase
New York
$2K +$1.63K +50 New
NFG
69
Next Financial Group
Texas
$2K +$1.63K +50 New
GT
70
Glenmede Trust
Pennsylvania
$32 – – –
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
– -$247K -7,736 Closed
LFA
72
Legacy Financial Advisors
Kentucky
– -$73K -2,298 Closed
PCP
73
Proficio Capital Partners
Massachusetts
– -$64K -2,000 Closed
CJA
74
C-J Advisory
California
– -$28K -865 Closed
WCM
75
WealthBridge Capital Management
Ohio
– -$14K -424 Closed
1 2
3
4

BTO Hedge Fund Activity: Q2 2019 in Review

71 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q2 2019, worth a combined $130M — up 1.4% from $129M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BTO positions and 8 closed out — a net gain of 5 holders — while 17 added to existing stakes and 16 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.72M. The largest seller was Bank of America, cutting an estimated $2.66M.

  • 71 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q2 2019, up from 66 in Q1 2019.
  • Funds reported $130M of John Hancock Financial Opportunities Fund stock for Q2 2019, up 1.4% quarter-over-quarter.
  • 13 funds opened new John Hancock Financial Opportunities Fund positions in Q2 2019 and 8 closed out, a net change of +5 holders.
  • The largest John Hancock Financial Opportunities Fund buyer in Q2 2019 was Wells Fargo, an estimated $3.72M added.
  • The largest John Hancock Financial Opportunities Fund seller in Q2 2019 was Bank of America, an estimated $2.66M sold.

Based on aggregated 13F filings for Q2 2019.