John Hancock Financial Opportunities Fund
BTO
69 hedge funds and large institutions have $115M invested in John Hancock Financial Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 10 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 23
0.61% less ownership
Funds ownership: 21.24% → 20.63% (-0.61%)
9% less funds holding
Funds holding: 76 → 69 (-7)
56% less capital inflows, than outflows
Capital inflows: $2.63M | Capital outflows: $6.03M
70% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$620K |
| 2 |
Landscape Capital Management
Englewood,
New Jersey
|
+$448K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$418K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$159K |
| 5 |
WI
Wintrust Investments
Chicago,
Illinois
|
+$128K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
World Investment Advisors
Santa Barbara,
California
|
-$1.15M |
| 2 |
Wolverine Asset Management
Chicago,
Illinois
|
-$969K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$409K |
| 4 |
Elequin Capital
New York
|
-$379K |
| 5 |
JP Morgan Chase
New York
|
-$354K |
BTO Hedge Fund Activity: Q1 2024 in Review
69 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q1 2024, worth a combined $115M — down 4.2% from $120M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of BTO and 3 opened new positions — a net loss of 7 holders — while 23 trimmed existing stakes and 23 added.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $620K. The largest seller was World Investment Advisors, exiting entirely with an estimated $1.15M sold.
- 69 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q1 2024, down from 76 in Q4 2023.
- Funds reported $115M of John Hancock Financial Opportunities Fund stock for Q1 2024, down 4.2% quarter-over-quarter.
- 3 funds opened new John Hancock Financial Opportunities Fund positions in Q1 2024 and 10 closed out, a net change of -7 holders.
- The largest John Hancock Financial Opportunities Fund buyer in Q1 2024 was Shaker Financial Services, an estimated $620K added.
- The largest John Hancock Financial Opportunities Fund seller in Q1 2024 was World Investment Advisors, an estimated $1.15M sold.
Based on aggregated 13F filings for Q1 2024.