John Hancock Financial Opportunities Fund
BTO
69 hedge funds and large institutions have $110M invested in John Hancock Financial Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 12 reducing their positions, and 7 closing their positions.
142% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 12
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
0.35% more ownership
Funds ownership: 20.63% → 20.98% (+0.35%)
0% more funds holding
Funds holding: 69 → 69 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $115M → $110M (-$4.16M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$2.71M |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$1.02M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$871K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$742K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$546K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.99M |
| 2 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
-$1.32M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$873K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$741K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$437K |
BTO Hedge Fund Activity: Q2 2024 in Review
69 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q2 2024, worth a combined $110M — down 3.6% from $115M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BTO positions and 7 closed out — a net gain of 1 holder — while 29 added to existing stakes and 12 trimmed.
The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $2.71M. The largest seller was Morgan Stanley, cutting an estimated $1.99M.
- 69 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $110M of John Hancock Financial Opportunities Fund stock for Q2 2024, down 3.6% quarter-over-quarter.
- 8 funds opened new John Hancock Financial Opportunities Fund positions in Q2 2024 and 7 closed out, a net change of +1 holder.
- The largest John Hancock Financial Opportunities Fund buyer in Q2 2024 was Cornerstone Advisors, an estimated $2.71M added.
- The largest John Hancock Financial Opportunities Fund seller in Q2 2024 was Morgan Stanley, an estimated $1.99M sold.
Based on aggregated 13F filings for Q2 2024.