John Hancock Financial Opportunities Fund
BTO
65 hedge funds and large institutions have $155M invested in John Hancock Financial Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 10 closing their positions.
69% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 16
16% more capital invested
Capital invested by funds: $134M → $155M (+$21.6M)
0.44% more ownership
Funds ownership: 19% → 19.44% (+0.44%)
4% less funds holding
Funds holding: 68 → 65 (-3)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$911K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$895K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$865K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$677K |
| 5 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
+$613K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.1M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$999K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$466K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$358K |
| 5 |
PWM
PRW Wealth Management
Quincy,
Massachusetts
|
-$324K |
BTO Hedge Fund Activity: Q3 2021 in Review
65 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q3 2021, worth a combined $155M — up 16% from $134M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of BTO and 8 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 27 added.
The largest buyer was Morgan Stanley, adding an estimated $911K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $1.1M sold.
- 65 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q3 2021, down from 68 in Q2 2021.
- Funds reported $155M of John Hancock Financial Opportunities Fund stock for Q3 2021, up 16% quarter-over-quarter.
- 8 funds opened new John Hancock Financial Opportunities Fund positions in Q3 2021 and 10 closed out, a net change of -2 holders.
- The largest John Hancock Financial Opportunities Fund buyer in Q3 2021 was Morgan Stanley, an estimated $911K added.
- The largest John Hancock Financial Opportunities Fund seller in Q3 2021 was Wolverine Asset Management, an estimated $1.1M sold.
Based on aggregated 13F filings for Q3 2021.