John Hancock Financial Opportunities Fund
BTO
68 hedge funds and large institutions have $134M invested in John Hancock Financial Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 9 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 22
0.18% more ownership
Funds ownership: 18.82% → 19% (+0.18%)
0% more funds holding
Funds holding: 68 → 68 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
1% less capital invested
Capital invested by funds: $136M → $134M (-$1.89M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.96M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.33M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.04M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$591K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$564K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$2.46M |
| 2 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$1.45M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$719K |
| 4 |
Goldman Sachs
New York
|
-$391K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$277K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EP
76
Eudaimonia Partners
Winchester,
Tennessee
| – | -$8K | -198 | Closed |
|
77
Fidelity Investments
Boston,
Massachusetts
| – | +$158 | +4 | New |
|
BTO Hedge Fund Activity: Q2 2021 in Review
68 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q2 2021, worth a combined $134M — down 1.4% from $136M a quarter earlier.
Fund positioning in BTO was balanced in Q2 2021: 9 funds opened new positions, 9 closed out, 25 added to existing stakes and 22 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.96M. The largest seller was Formidable Asset Management, exiting entirely with an estimated $2.46M sold.
- 68 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $134M of John Hancock Financial Opportunities Fund stock for Q2 2021, down 1.4% quarter-over-quarter.
- 9 funds opened new John Hancock Financial Opportunities Fund positions in Q2 2021 and 9 closed out, a net change of 0 holders.
- The largest John Hancock Financial Opportunities Fund buyer in Q2 2021 was Morgan Stanley, an estimated $2.96M added.
- The largest John Hancock Financial Opportunities Fund seller in Q2 2021 was Formidable Asset Management, an estimated $2.46M sold.
Based on aggregated 13F filings for Q2 2021.