John Hancock Financial Opportunities Fund
BTO
63 hedge funds and large institutions have $125M invested in John Hancock Financial Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 7 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 20
1.31% less ownership
Funds ownership: 22.45% → 21.14% (-1.3%)
5% less funds holding
Funds holding: 66 → 63 (-3)
14% less capital invested
Capital invested by funds: $145M → $125M (-$19.6M)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.13M |
| 2 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$1.42M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.05M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$517K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$325K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EPAM
Euro Pacific Asset Management
Dorado,
Puerto Rico
|
-$1.12M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$599K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$454K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$285K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$279K |
BTO Hedge Fund Activity: Q3 2022 in Review
63 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q3 2022, worth a combined $125M — down 14% from $145M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of BTO and 4 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 23 added.
The largest buyer was Morgan Stanley, adding an estimated $2.13M. The largest seller was Euro Pacific Asset Management, exiting entirely with an estimated $1.12M sold.
- 63 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q3 2022, down from 66 in Q2 2022.
- Funds reported $125M of John Hancock Financial Opportunities Fund stock for Q3 2022, down 14% quarter-over-quarter.
- 4 funds opened new John Hancock Financial Opportunities Fund positions in Q3 2022 and 7 closed out, a net change of -3 holders.
- The largest John Hancock Financial Opportunities Fund buyer in Q3 2022 was Morgan Stanley, an estimated $2.13M added.
- The largest John Hancock Financial Opportunities Fund seller in Q3 2022 was Euro Pacific Asset Management, an estimated $1.12M sold.
Based on aggregated 13F filings for Q3 2022.