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BTO

John Hancock Financial Opportunities Fund
BTO

68 hedge funds and large institutions have $173M invested in John Hancock Financial Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 15

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

11% more capital invested

Capital invested by funds: $155M → $173M (+$17.5M)

5% more funds holding

Funds holding: 65 → 68 (+3)

0.31% more ownership

Funds ownership: 19.44% → 19.75% (+0.31%)

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
29
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.97M
2
Stifel Financial
Stifel Financial
Missouri
+$862K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$537K
4
Millennium Management
Millennium Management
New York
+$460K
5
Bank of America
Bank of America
North Carolina
+$450K

Top Sellers

Rank Fund Capital Flow
1
CAG
Csenge Advisory Group
Florida
-$666K
2
Wells Fargo
Wells Fargo
California
-$540K
3
CBOR
Community Bank of Raymore
Missouri
-$478K
4
FC
FCA Corp
Texas
-$427K
5
NSAM
North Star Asset Management
Wisconsin
-$372K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$31K – – –
HNB
52
Huntington National Bank
Ohio
$28K – – –
CFGS
53
Concourse Financial Group Securities
Alabama
$27K – – –
TF
54
TimeScale Financial
Massachusetts
$24K +$307 +7 +1%
BFEC
55
Benjamin F. Edwards & Company
Missouri
$22K – – –
TPCW
56
TD Private Client Wealth
New York
$20.1K – – –
FF
57
FourThought Financial
Florida
$12K – – –
JWA
58
JFS Wealth Advisors
Pennsylvania
$12K +$11.1K +252 New
BWL
59
Bogart Wealth LLC
Virginia
$11K – – –
HCM
60
Highlander Capital Management
New Jersey
$9K – – –
SBL
61
Sargent Bickham Lagudis
Colorado
$9K – – –
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$6K – – –
CA
63
Clearstead Advisors
Ohio
$6K +$5.27K +120 New
TCWM
64
Total Clarity Wealth Management
Illinois
$4K -$40.8K -929 -92%
WTC
65
WhitTier Trust Company
Nevada
$4K – – –
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$4K +$44 +1 +1%
CWS
67
Confluence Wealth Services
Pennsylvania
$3K +$3.21K +73 New
CF
68
Concorde Financial
Texas
$2K +$2.2K +50 New
CA
69
CoreCap Advisors
Michigan
$2K +$2.2K +50 New
CBOR
70
Community Bank of Raymore
Missouri
– -$478K -11,250 Closed
NB
71
Nicolet Bankshares
Wisconsin
– -$251K -5,910 Closed
GC
72
Guggenheim Capital
Illinois
– -$243K -5,726 Closed
CIA
73
Capital Investment Advisors
Georgia
– -$234K -5,500 Closed
TAM
74
Tucker Asset Management
Colorado
– -$73.8K -1,674 Closed
CAL
75
Capital Analysts LLC
Pennsylvania
– -$5K -118 Closed
1 2
3
4

BTO Hedge Fund Activity: Q4 2021 in Review

68 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q4 2021, worth a combined $173M — up 11% from $155M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BTO positions and 7 closed out — a net gain of 5 holders — while 29 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.97M. The largest seller was Csenge Advisory Group, cutting an estimated $666K.

  • 68 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q4 2021, up from 65 in Q3 2021.
  • Funds reported $173M of John Hancock Financial Opportunities Fund stock for Q4 2021, up 11% quarter-over-quarter.
  • 12 funds opened new John Hancock Financial Opportunities Fund positions in Q4 2021 and 7 closed out, a net change of +5 holders.
  • The largest John Hancock Financial Opportunities Fund buyer in Q4 2021 was Morgan Stanley, an estimated $1.97M added.
  • The largest John Hancock Financial Opportunities Fund seller in Q4 2021 was Csenge Advisory Group, an estimated $666K sold.

Based on aggregated 13F filings for Q4 2021.