John Hancock Financial Opportunities Fund
BTO
76 hedge funds and large institutions have $137M invested in John Hancock Financial Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
35% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 20
24% more capital invested
Capital invested by funds: $110M → $137M (+$26.9M)
10% more funds holding
Funds holding: 69 → 76 (+7)
1.39% more ownership
Funds ownership: 20.98% → 22.37% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$4.09M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$1.85M |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$1.05M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.04M |
| 5 |
LPL Financial
San Diego,
California
|
+$710K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.1M |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$1.01M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$753K |
| 4 |
WI
Wintrust Investments
Chicago,
Illinois
|
-$363K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$326K |
BTO Hedge Fund Activity: Q3 2024 in Review
76 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q3 2024, worth a combined $137M — up 24% from $110M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BTO positions and 2 closed out — a net gain of 7 holders — while 27 added to existing stakes and 20 trimmed.
The largest buyer was Cornerstone Advisors, adding an estimated $4.09M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $1.1M sold.
- 76 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q3 2024, up from 69 in Q2 2024.
- Funds reported $137M of John Hancock Financial Opportunities Fund stock for Q3 2024, up 24% quarter-over-quarter.
- 9 funds opened new John Hancock Financial Opportunities Fund positions in Q3 2024 and 2 closed out, a net change of +7 holders.
- The largest John Hancock Financial Opportunities Fund buyer in Q3 2024 was Cornerstone Advisors, an estimated $4.09M added.
- The largest John Hancock Financial Opportunities Fund seller in Q3 2024 was Wolverine Asset Management, an estimated $1.1M sold.
Based on aggregated 13F filings for Q3 2024.