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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.23M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.89M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.67M |
| 4 |
Morgan Stanley
New York
|
+$1.27M |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$821K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$967K |
| 2 |
Millennium Management
New York
|
-$488K |
| 3 |
WI
Wintrust Investments
Chicago,
Illinois
|
-$464K |
| 4 |
C
Certuity
North Palm Beach,
Florida
|
-$314K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$184K |
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.