John Hancock Financial Opportunities Fund
BTO
74 hedge funds and large institutions have $151M invested in John Hancock Financial Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 9 closing their positions.
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
10% more capital invested
Capital invested by funds: $137M → $151M (+$13.9M)
10% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 20
0.9% less ownership
Funds ownership: 22.37% → 21.47% (-0.9%)
3% less funds holding
Funds holding: 76 → 74 (-2)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.67M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1M |
| 3 |
TVAMP
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
+$740K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$625K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$564K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.2M |
| 2 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$1.14M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$682K |
| 4 |
AIC
Aurora Investment Counsel
Atlanta,
Georgia
|
-$361K |
| 5 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$329K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IAIM
76
International Assets Investment Management
Orlando,
Florida
| – | -$1.82K | -60,517 | Closed |
|
|
FAM
77
Formidable Asset Management
Cincinnati,
Ohio
| – | -$329K | -9,910 | Closed |
|
|
LCM
78
Landscape Capital Management
Englewood,
New Jersey
| – | -$293K | -8,840 | Closed |
|
|
JIP
79
Jaffetilchin Investment Partners
Tampa,
Florida
| – | -$97.4K | -2,936 | Closed |
|
|
EWA
80
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$82.9K | -2,500 | Closed |
|
81
US Bancorp
Minneapolis,
Minnesota
| – | -$30.1K | -907 | Closed |
|
|
WI
82
Wintrust Investments
Chicago,
Illinois
| – | -$23K | -699 | Closed |
|
|
MFC
83
Mechanics Financial Corp
Mansfield,
Ohio
| – | -$21.6K | -650 | Closed |
|
|
PS
84
Principal Securities
Des Moines,
Iowa
| – | -$7.46K | -225 | Closed |
|
BTO Hedge Fund Activity: Q4 2024 in Review
74 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q4 2024, worth a combined $151M — up 10% from $137M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new BTO positions and 9 closed out — a net gain of 2 holders — while 22 added to existing stakes and 20 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.67M. The largest seller was Shaker Financial Services, cutting an estimated $1.2M.
- 74 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q4 2024, down from 76 in Q3 2024.
- Funds reported $151M of John Hancock Financial Opportunities Fund stock for Q4 2024, up 10% quarter-over-quarter.
- 11 funds opened new John Hancock Financial Opportunities Fund positions in Q4 2024 and 9 closed out, a net change of +2 holders.
- The largest John Hancock Financial Opportunities Fund buyer in Q4 2024 was LPL Financial, an estimated $2.67M added.
- The largest John Hancock Financial Opportunities Fund seller in Q4 2024 was Shaker Financial Services, an estimated $1.2M sold.
Based on aggregated 13F filings for Q4 2024.