John Hancock Financial Opportunities Fund
BTO
66 hedge funds and large institutions have $129M invested in John Hancock Financial Opportunities Fund in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 8 closing their positions.
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
14% more capital invested
Capital invested by funds: $112M → $129M (+$16.1M)
8% more funds holding
Funds holding: 61 → 66 (+5)
0.01% more ownership
Funds ownership: 21.57% → 21.58% (+0.01%)
0% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.24M |
| 2 |
Morgan Stanley
New York
|
+$1.13M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$842K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$657K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$481K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.12M |
| 2 |
Cohen & Steers
New York
|
-$927K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$815K |
| 4 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$677K |
| 5 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$600K |
BTO Hedge Fund Activity: Q1 2019 in Review
66 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q1 2019, worth a combined $129M — up 14% from $112M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new BTO positions and 8 closed out — a net gain of 5 holders — while 17 added to existing stakes and 17 trimmed.
The largest buyer was UBS Group, adding an estimated $1.24M. The largest seller was Wells Fargo, cutting an estimated $1.12M.
- 66 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q1 2019, up from 61 in Q4 2018.
- Funds reported $129M of John Hancock Financial Opportunities Fund stock for Q1 2019, up 14% quarter-over-quarter.
- 13 funds opened new John Hancock Financial Opportunities Fund positions in Q1 2019 and 8 closed out, a net change of +5 holders.
- The largest John Hancock Financial Opportunities Fund buyer in Q1 2019 was UBS Group, an estimated $1.24M added.
- The largest John Hancock Financial Opportunities Fund seller in Q1 2019 was Wells Fargo, an estimated $1.12M sold.
Based on aggregated 13F filings for Q1 2019.