John Hancock Financial Opportunities Fund
BTO
58 hedge funds and large institutions have $149M invested in John Hancock Financial Opportunities Fund in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 7 closing their positions.
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
45% more capital inflows, than outflows
Capital inflows: $11.1M | Capital outflows: $7.67M
14% more funds holding
Funds holding: 51 → 58 (+7)
0.37% more ownership
Funds ownership: 19.92% → 20.28% (+0.37%)
18% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$2.36M |
| 2 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.29M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$800K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$556K |
| 5 |
Raymond James & Associates
St Petersburg,
Florida
|
+$446K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$3.4M |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
-$1.63M |
| 3 |
Stephens Inc
Little Rock,
Arkansas
|
-$715K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$496K |
| 5 |
Stratos Wealth Partners
Beachwood,
Ohio
|
-$383K |
BTO Hedge Fund Activity: Q4 2017 in Review
58 of the 4,420 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q4 2017, worth a combined $149M — up 8.2% from $138M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new BTO positions and 7 closed out — a net gain of 7 holders — while 14 added to existing stakes and 17 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $2.36M. The largest seller was Wells Fargo, cutting an estimated $3.4M.
- 58 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q4 2017, up from 51 in Q3 2017.
- Funds reported $149M of John Hancock Financial Opportunities Fund stock for Q4 2017, up 8.2% quarter-over-quarter.
- 14 funds opened new John Hancock Financial Opportunities Fund positions in Q4 2017 and 7 closed out, a net change of +7 holders.
- The largest John Hancock Financial Opportunities Fund buyer in Q4 2017 was Cohen & Steers, an estimated $2.36M added.
- The largest John Hancock Financial Opportunities Fund seller in Q4 2017 was Wells Fargo, an estimated $3.4M sold.
Based on aggregated 13F filings for Q4 2017.