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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.97M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$862K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$537K |
| 4 |
Millennium Management
New York
|
+$460K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$450K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$666K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$540K |
| 3 |
CBOR
Community Bank of Raymore
Raymore,
Missouri
|
-$478K |
| 4 |
FC
FCA Corp
Houston,
Texas
|
-$427K |
| 5 |
NSAM
North Star Asset Management
Neenah,
Wisconsin
|
-$372K |
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.