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BTO

John Hancock Financial Opportunities Fund
BTO

67 hedge funds and large institutions have $158M invested in John Hancock Financial Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1.11% more ownership

Funds ownership: 19.75% → 20.86% (+1.1%)

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

1% less funds holding

Funds holding: 68 → 67 (-1)

9% less capital invested

Capital invested by funds: $173M → $158M (-$15.3M)

Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
23
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$3.23M
2
LPL Financial
LPL Financial
California
+$1.89M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.67M
4
Morgan Stanley
Morgan Stanley
New York
+$1.27M
5
LNC
Lincoln National Corp
Pennsylvania
+$821K

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$967K
2
Millennium Management
Millennium Management
New York
-$488K
3
WI
Wintrust Investments
Illinois
-$464K
4
C
Certuity
Florida
-$314K
5
Ameriprise
Ameriprise
Minnesota
-$184K
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
51
Oakworth Capital
Alabama
$28K – – –
HNB
52
Huntington National Bank
Ohio
$24K – – –
TF
53
TimeScale Financial
Massachusetts
$21K +$267 +6 +1%
AF
54
Advisornet Financial
Minnesota
$20K -$162K -3,645 -88%
TPCW
55
TD Private Client Wealth
New York
$17.3K – – –
FF
56
FourThought Financial
Florida
$10K – – –
JWA
57
JFS Wealth Advisors
Pennsylvania
$10K – – –
BWL
58
Bogart Wealth LLC
Virginia
$9K – – –
FCA
59
FinTrust Capital Advisors
South Carolina
$9K +$9.47K +213 New
HCM
60
Highlander Capital Management
New Jersey
$8K – – –
SBL
61
Sargent Bickham Lagudis
Colorado
$8K – – –
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$5K – – –
MCC
63
Money Concepts Capital
Florida
$4K +$4.62K +104 New
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$3K -$44 -1 -1%
WTC
65
WhitTier Trust Company
Nevada
$3K – – –
CF
66
Concorde Financial
Texas
$3K +$1.11K +25 +50%
BFEC
67
Benjamin F. Edwards & Company
Missouri
$2K -$19.1K -429 -90%
GRP
68
Global Retirement Partners
California
$2K +$2.04K +46 New
Millennium Management
69
Millennium Management
New York
– -$488K -10,483 Closed
C
70
Certuity
Florida
– -$314K -6,743 Closed
CF
71
Centaurus Financial
California
– -$113K -2,418 Closed
WFS
72
Widmann Financial Services
Maryland
– -$34K -750 Closed
CFGS
73
Concourse Financial Group Securities
Alabama
– -$25.6K -575 Closed
CA
74
Clearstead Advisors
Ohio
– -$6K -120 Closed
TCWM
75
Total Clarity Wealth Management
Illinois
– -$4K -85 Closed
1 2
3
4

BTO Hedge Fund Activity: Q1 2022 in Review

67 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q1 2022, worth a combined $158M — down 8.8% from $173M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BTO positions and 9 closed out — a net gain of 1 holder — while 23 added to existing stakes and 22 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.23M. The largest seller was PNC Financial Services Group, cutting an estimated $967K.

  • 67 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q1 2022, down from 68 in Q4 2021.
  • Funds reported $158M of John Hancock Financial Opportunities Fund stock for Q1 2022, down 8.8% quarter-over-quarter.
  • 10 funds opened new John Hancock Financial Opportunities Fund positions in Q1 2022 and 9 closed out, a net change of +1 holder.
  • The largest John Hancock Financial Opportunities Fund buyer in Q1 2022 was Wells Fargo, an estimated $3.23M added.
  • The largest John Hancock Financial Opportunities Fund seller in Q1 2022 was PNC Financial Services Group, an estimated $967K sold.

Based on aggregated 13F filings for Q1 2022.