John Hancock Financial Opportunities Fund
BTO
68 hedge funds and large institutions have $156M invested in John Hancock Financial Opportunities Fund in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 21 reducing their positions, and 7 closing their positions.
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
11% more funds holding
Funds holding: 61 → 68 (+7)
2% more capital invested
Capital invested by funds: $154M → $156M (+$2.44M)
0.5% more ownership
Funds ownership: 22.15% → 22.65% (+0.5%)
48% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$1.04M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$994K |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$855K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$740K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$631K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DA
Doliver Advisors
Houston,
Texas
|
-$889K |
| 2 |
NMC
Nine Masts Capital
Central,
Hong Kong
|
-$531K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$422K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$341K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$242K |
BTO Hedge Fund Activity: Q3 2018 in Review
68 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q3 2018, worth a combined $156M — up 1.6% from $154M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new BTO positions and 7 closed out — a net gain of 7 holders — while 11 added to existing stakes and 21 trimmed.
The largest buyer was Clough Capital Partners, opening a new position worth an estimated $1.04M. The largest seller was Doliver Advisors, exiting entirely with an estimated $889K sold.
- 68 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q3 2018, up from 61 in Q2 2018.
- Funds reported $156M of John Hancock Financial Opportunities Fund stock for Q3 2018, up 1.6% quarter-over-quarter.
- 14 funds opened new John Hancock Financial Opportunities Fund positions in Q3 2018 and 7 closed out, a net change of +7 holders.
- The largest John Hancock Financial Opportunities Fund buyer in Q3 2018 was Clough Capital Partners, an estimated $1.04M added.
- The largest John Hancock Financial Opportunities Fund seller in Q3 2018 was Doliver Advisors, an estimated $889K sold.
Based on aggregated 13F filings for Q3 2018.