John Hancock Financial Opportunities Fund
BTO
59 hedge funds and large institutions have $154M invested in John Hancock Financial Opportunities Fund in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 8 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 15
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
2% more funds holding
Funds holding: 58 → 59 (+1)
1.27% more ownership
Funds ownership: 20.28% → 21.55% (+1.3%)
4% more capital invested
Capital invested by funds: $149M → $154M (+$5.35M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.26M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.63M |
| 3 |
Morgan Stanley
New York
|
+$1.18M |
| 4 |
Cohen & Steers
New York
|
+$682K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$661K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIC
Aurora Investment Counsel
Atlanta,
Georgia
|
-$1.09M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$335K |
| 3 |
UR
USCA RIA
Houston,
Texas
|
-$232K |
| 4 |
PVWM
Point View Wealth Management
Summit,
New Jersey
|
-$133K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$98.3K |
BTO Hedge Fund Activity: Q1 2018 in Review
59 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q1 2018, worth a combined $154M — up 3.6% from $149M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BTO positions and 8 closed out — a net gain of 1 holder — while 20 added to existing stakes and 15 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $3.26M. The largest seller was Aurora Investment Counsel, exiting entirely with an estimated $1.09M sold.
- 59 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q1 2018, up from 58 in Q4 2017.
- Funds reported $154M of John Hancock Financial Opportunities Fund stock for Q1 2018, up 3.6% quarter-over-quarter.
- 9 funds opened new John Hancock Financial Opportunities Fund positions in Q1 2018 and 8 closed out, a net change of +1 holder.
- The largest John Hancock Financial Opportunities Fund buyer in Q1 2018 was Raymond James Financial Services Advisors, an estimated $3.26M added.
- The largest John Hancock Financial Opportunities Fund seller in Q1 2018 was Aurora Investment Counsel, an estimated $1.09M sold.
Based on aggregated 13F filings for Q1 2018.