John Hancock Financial Opportunities Fund
BTO
76 hedge funds and large institutions have $120M invested in John Hancock Financial Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 4 closing their positions.
435% more capital inflows, than outflows
Capital inflows: $10.5M | Capital outflows: $1.96M
325% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 4
19% more funds holding
Funds holding: 64 → 76 (+12)
1.63% more ownership
Funds ownership: 19.61% → 21.24% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mesirow Financial Investment Management
Chicago,
Illinois
|
+$1.21M |
| 2 |
Morgan Stanley
New York
|
+$1.17M |
| 3 |
Wolverine Asset Management
Chicago,
Illinois
|
+$1.11M |
| 4 |
World Investment Advisors
Santa Barbara,
California
|
+$1.03M |
| 5 |
Landscape Capital Management
Englewood,
New Jersey
|
+$908K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DFPG Investments
Sandy,
Utah
|
-$256K |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$186K |
| 3 |
Lincoln National Corp
Radnor,
Pennsylvania
|
-$179K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$153K |
| 5 |
North Star Asset Management
Neenah,
Wisconsin
|
-$136K |
BTO Hedge Fund Activity: Q4 2023 in Review
76 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q4 2023, worth a combined $120M — up 24% from $96.7M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new BTO positions and 4 closed out — a net gain of 13 holders — while 18 added to existing stakes and 20 trimmed.
The largest buyer was Mesirow Financial Investment Management, opening a new position worth an estimated $1.21M. The largest seller was DFPG Investments, exiting entirely with an estimated $256K sold.
- 76 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q4 2023, up from 64 in Q3 2023.
- Funds reported $120M of John Hancock Financial Opportunities Fund stock for Q4 2023, up 24% quarter-over-quarter.
- 17 funds opened new John Hancock Financial Opportunities Fund positions in Q4 2023 and 4 closed out, a net change of +13 holders.
- The largest John Hancock Financial Opportunities Fund buyer in Q4 2023 was Mesirow Financial Investment Management, an estimated $1.21M added.
- The largest John Hancock Financial Opportunities Fund seller in Q4 2023 was DFPG Investments, an estimated $256K sold.
Based on aggregated 13F filings for Q4 2023.