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BTO

John Hancock Financial Opportunities Fund
BTO

39 hedge funds and large institutions have $49.3M invested in John Hancock Financial Opportunities Fund in 2013 Q2 according to their latest regulatory filings, with 39 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

12.49% more ownership

Funds ownership: 0% → 12.49% (+12%)

Holders
39
Holders Change
+39
Holders Change %
–
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
39
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.8M +$14.5M +693,927 New
NSAM
2
North Star Asset Management
Wisconsin
$8.95M +$8.77M +418,750 New
PP
3
Patten & Patten
Tennessee
$7.68M +$7.53M +359,220 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.97M +$1.93M +91,927 New
FC
5
FCA Corp
Texas
$1.88M +$1.84M +87,726 New
OCM
6
Orleans Capital Management
Louisiana
$1.82M +$1.78M +85,006 New
Goldman Sachs
7
Goldman Sachs
New York
$1.79M +$1.76M +83,775 New
Bank of America
8
Bank of America
North Carolina
$1.59M +$1.56M +74,578 New
HSBC Holdings
9
HSBC Holdings
United Kingdom
$1.41M +$1.39M +66,110 New
Wells Fargo
10
Wells Fargo
California
$1.25M +$1.23M +58,577 New
AIC
11
Aurora Investment Counsel
Georgia
$1.21M +$1.12M +53,396 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.18M +$1.15M +55,008 New
SNC
13
Stifel Nicolaus & Co
Missouri
$937K +$918K +43,830 New
LPL Financial
14
LPL Financial
California
$424K +$415K +19,826 New
RJA
15
Raymond James & Associates
Florida
$377K +$369K +17,611 New
Invesco
16
Invesco
Georgia
$299K +$293K +13,997 New
U
17
UBS
Switzerland
$259K +$253K +12,092 New
LIC
18
Lodestar Investment Counsel
Illinois
$254K +$249K +11,871 New
CWM
19
Concert Wealth Management
California
$252K +$246K +11,733 New
OC
20
Oppenheimer & Co
New York
$247K +$243K +11,576 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$225K +$220K +10,503 New
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$106K +$105K +5,000 New
PSUF
23
People's United Financial
Connecticut
$94K +$92.2K +4,400 New
FHC
24
First Horizon Corporation
Tennessee
$68K +$67K +3,200 New
DADC
25
D.A. Davidson & Co
Montana
$64K +$62.9K +3,000 New
1
2

BTO Hedge Fund Activity: Q2 2013 in Review

39 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q2 2013, worth a combined $49.3M.

Buyers outnumbered sellers: 39 funds opened new BTO positions and 0 closed out — a net gain of 39 holders — while 0 added to existing stakes and 0 trimmed.

  • 39 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $49.3M of John Hancock Financial Opportunities Fund stock for Q2 2013.
  • 39 funds opened new John Hancock Financial Opportunities Fund positions in Q2 2013 and 0 closed out, a net change of +39 holders.

Based on aggregated 13F filings for Q2 2013.