John Hancock Financial Opportunities Fund
BTO
68 hedge funds and large institutions have $136M invested in John Hancock Financial Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 4 closing their positions.
400% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 4
29% more capital invested
Capital invested by funds: $105M → $136M (+$30.2M)
26% more funds holding
Funds holding: 54 → 68 (+14)
12% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 17
0.28% more ownership
Funds ownership: 18.54% → 18.82% (+0.28%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.19M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$846K |
| 3 |
PGFC
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
+$796K |
| 4 |
WI
Wintrust Investments
Chicago,
Illinois
|
+$678K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$431K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.72M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.49M |
| 3 |
Cohen & Steers
New York
|
-$1.24M |
| 4 |
Millennium Management
New York
|
-$607K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$189K |
BTO Hedge Fund Activity: Q1 2021 in Review
68 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q1 2021, worth a combined $136M — up 29% from $105M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new BTO positions and 4 closed out — a net gain of 16 holders — while 19 added to existing stakes and 17 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.19M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.72M.
- 68 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q1 2021, up from 54 in Q4 2020.
- Funds reported $136M of John Hancock Financial Opportunities Fund stock for Q1 2021, up 29% quarter-over-quarter.
- 20 funds opened new John Hancock Financial Opportunities Fund positions in Q1 2021 and 4 closed out, a net change of +16 holders.
- The largest John Hancock Financial Opportunities Fund buyer in Q1 2021 was Morgan Stanley, an estimated $2.19M added.
- The largest John Hancock Financial Opportunities Fund seller in Q1 2021 was Raymond James Financial Services Advisors, an estimated $1.72M sold.
Based on aggregated 13F filings for Q1 2021.