John Hancock Financial Opportunities Fund
BTO
64 hedge funds and large institutions have $96.7M invested in John Hancock Financial Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 6 closing their positions.
21% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 19
0.3% more ownership
Funds ownership: 19.31% → 19.61% (+0.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
1% less capital invested
Capital invested by funds: $97.3M → $96.7M (-$604K)
2% less funds holding
Funds holding: 65 → 64 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.6M |
| 2 |
JP Morgan Chase
New York
|
+$449K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$356K |
| 4 |
Comerica Bank
Dallas,
Texas
|
+$240K |
| 5 |
LPL Financial
San Diego,
California
|
+$207K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$712K |
| 2 |
Morgan Stanley
New York
|
-$613K |
| 3 |
NSAM
North Star Asset Management
Neenah,
Wisconsin
|
-$199K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$138K |
| 5 |
DI
DFPG Investments
Sandy,
Utah
|
-$114K |
BTO Hedge Fund Activity: Q3 2023 in Review
64 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q3 2023, worth a combined $96.7M — down 0.62% from $97.3M a quarter earlier.
Fund positioning in BTO was balanced in Q3 2023: 6 funds opened new positions, 6 closed out, 23 added to existing stakes and 19 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.6M. The largest seller was Stephens Inc, cutting an estimated $712K.
- 64 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q3 2023, down from 65 in Q2 2023.
- Funds reported $96.7M of John Hancock Financial Opportunities Fund stock for Q3 2023, down 0.62% quarter-over-quarter.
- 6 funds opened new John Hancock Financial Opportunities Fund positions in Q3 2023 and 6 closed out, a net change of 0 holders.
- The largest John Hancock Financial Opportunities Fund buyer in Q3 2023 was Wells Fargo, an estimated $1.6M added.
- The largest John Hancock Financial Opportunities Fund seller in Q3 2023 was Stephens Inc, an estimated $712K sold.
Based on aggregated 13F filings for Q3 2023.