John Hancock Financial Opportunities Fund
BTO
70 hedge funds and large institutions have $148M invested in John Hancock Financial Opportunities Fund in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 11 closing their positions.
127% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 11
55% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 11
13% more capital invested
Capital invested by funds: $131M → $148M (+$17M)
8% more funds holding
Funds holding: 65 → 70 (+5)
0.01% more ownership
Funds ownership: 21.77% → 21.78% (+0.01%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$924K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$896K |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$834K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$587K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$586K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.91M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.24M |
| 3 |
Cohen & Steers
New York
|
-$1.21M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$606K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$462K |
BTO Hedge Fund Activity: Q4 2019 in Review
70 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q4 2019, worth a combined $148M — up 13% from $131M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new BTO positions and 11 closed out — a net gain of 6 holders — while 25 added to existing stakes and 11 trimmed.
The largest buyer was Stifel Financial, adding an estimated $924K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $1.91M sold.
- 70 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q4 2019, up from 65 in Q3 2019.
- Funds reported $148M of John Hancock Financial Opportunities Fund stock for Q4 2019, up 13% quarter-over-quarter.
- 17 funds opened new John Hancock Financial Opportunities Fund positions in Q4 2019 and 11 closed out, a net change of +6 holders.
- The largest John Hancock Financial Opportunities Fund buyer in Q4 2019 was Stifel Financial, an estimated $924K added.
- The largest John Hancock Financial Opportunities Fund seller in Q4 2019 was Wolverine Asset Management, an estimated $1.91M sold.
Based on aggregated 13F filings for Q4 2019.