John Hancock Financial Opportunities Fund
BTO
65 hedge funds and large institutions have $131M invested in John Hancock Financial Opportunities Fund in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 12 closing their positions.
0% more capital invested
Capital invested by funds: $130M → $131M (+$475K)
0.1% more ownership
Funds ownership: 21.68% → 21.77% (+0.1%)
10% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 21
8% less funds holding
Funds holding: 71 → 65 (-6)
50% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.55M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$713K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$669K |
| 4 |
OA
Oxbow Advisors
Austin,
Texas
|
+$664K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$388K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.28M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.26M |
| 3 |
Millennium Management
New York
|
-$732K |
| 4 |
Cohen & Steers
New York
|
-$389K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$279K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
JP Morgan Chase
New York
| – | -$2K | -50 | Closed |
|
BTO Hedge Fund Activity: Q3 2019 in Review
65 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q3 2019, worth a combined $131M — up 0.36% from $130M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of BTO and 6 opened new positions — a net loss of 6 holders — while 21 trimmed existing stakes and 19 added.
The largest buyer was Wells Fargo, adding an estimated $1.55M. The largest seller was Morgan Stanley, cutting an estimated $1.28M.
- 65 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q3 2019, down from 71 in Q2 2019.
- Funds reported $131M of John Hancock Financial Opportunities Fund stock for Q3 2019, up 0.36% quarter-over-quarter.
- 6 funds opened new John Hancock Financial Opportunities Fund positions in Q3 2019 and 12 closed out, a net change of -6 holders.
- The largest John Hancock Financial Opportunities Fund buyer in Q3 2019 was Wells Fargo, an estimated $1.55M added.
- The largest John Hancock Financial Opportunities Fund seller in Q3 2019 was Morgan Stanley, an estimated $1.28M sold.
Based on aggregated 13F filings for Q3 2019.