John Hancock Financial Opportunities Fund
BTO
61 hedge funds and large institutions have $129M invested in John Hancock Financial Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 8 closing their positions.
69% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 13
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
0.45% less ownership
Funds ownership: 21.14% → 20.69% (-0.45%)
3% less funds holding
Funds holding: 63 → 61 (-2)
36% less capital inflows, than outflows
Capital inflows: $4.85M | Capital outflows: $7.58M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$762K |
| 2 |
DFPG Investments
Sandy,
Utah
|
+$700K |
| 3 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$671K |
| 4 |
Raymond James & Associates
St Petersburg,
Florida
|
+$551K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$279K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.82M |
| 2 |
Stephens Inc
Little Rock,
Arkansas
|
-$1.3M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.11M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$290K |
| 5 |
Patten Group
Chattanooga,
Tennessee
|
-$224K |
BTO Hedge Fund Activity: Q4 2022 in Review
61 of the 6,242 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q4 2022, worth a combined $129M — up 3% from $125M a quarter earlier.
Fund positioning in BTO was balanced in Q4 2022: 8 funds opened new positions, 8 closed out, 22 added to existing stakes and 13 trimmed.
The largest buyer was Wells Fargo, adding an estimated $762K. The largest seller was Morgan Stanley, cutting an estimated $3.82M.
- 61 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q4 2022, down from 63 in Q3 2022.
- Funds reported $129M of John Hancock Financial Opportunities Fund stock for Q4 2022, up 3% quarter-over-quarter.
- 8 funds opened new John Hancock Financial Opportunities Fund positions in Q4 2022 and 8 closed out, a net change of 0 holders.
- The largest John Hancock Financial Opportunities Fund buyer in Q4 2022 was Wells Fargo, an estimated $762K added.
- The largest John Hancock Financial Opportunities Fund seller in Q4 2022 was Morgan Stanley, an estimated $3.82M sold.
Based on aggregated 13F filings for Q4 2022.