John Hancock Financial Opportunities Fund
BTO
53 hedge funds and large institutions have $100M invested in John Hancock Financial Opportunities Fund in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
12% more capital invested
Capital invested by funds: $89.4M → $100M (+$10.7M)
10% more funds holding
Funds holding: 48 → 53 (+5)
0.21% more ownership
Funds ownership: 19.08% → 19.29% (+0.21%)
21% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$1.43M |
| 2 |
Morgan Stanley
New York
|
+$1.38M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.33M |
| 4 |
LPL Financial
San Diego,
California
|
+$483K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$336K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$1.04M |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
-$434K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$205K |
| 5 |
PP
Patten & Patten
Chattanooga,
Tennessee
|
-$163K |
BTO Hedge Fund Activity: Q4 2015 in Review
53 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q4 2015, worth a combined $100M — up 12% from $89.4M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BTO positions and 5 closed out — a net gain of 5 holders — while 11 added to existing stakes and 14 trimmed.
The largest buyer was Baird Financial Group, opening a new position worth an estimated $1.43M. The largest seller was Wells Fargo, cutting an estimated $2M.
- 53 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q4 2015, up from 48 in Q3 2015.
- Funds reported $100M of John Hancock Financial Opportunities Fund stock for Q4 2015, up 12% quarter-over-quarter.
- 10 funds opened new John Hancock Financial Opportunities Fund positions in Q4 2015 and 5 closed out, a net change of +5 holders.
- The largest John Hancock Financial Opportunities Fund buyer in Q4 2015 was Baird Financial Group, an estimated $1.43M added.
- The largest John Hancock Financial Opportunities Fund seller in Q4 2015 was Wells Fargo, an estimated $2M sold.
Based on aggregated 13F filings for Q4 2015.