John Hancock Financial Opportunities Fund
BTO
78 hedge funds and large institutions have $146M invested in John Hancock Financial Opportunities Fund in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 13 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 20
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.83% less ownership
Funds ownership: 21.37% → 20.54% (-0.83%)
2% less capital invested
Capital invested by funds: $149M → $146M (-$2.53M)
7% less funds holding
Funds holding: 84 → 78 (-6)
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$827K |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$558K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$343K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$306K |
| 5 |
IP
Indivisible Partners
Clearwater,
Florida
|
+$294K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RAM
Readystate Asset Management
Chicago,
Illinois
|
-$2.48M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$2.27M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$499K |
| 4 |
Mariner
Overland Park,
Kansas
|
-$498K |
| 5 |
AC
AlphaCore Capital
La Jolla,
California
|
-$484K |
BTO Hedge Fund Activity: Q1 2026 in Review
78 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q1 2026, worth a combined $146M — down 1.7% from $149M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of BTO and 10 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 30 added.
The largest buyer was City of London Investment Management, adding an estimated $827K. The largest seller was Readystate Asset Management, exiting entirely with an estimated $2.48M sold.
- 78 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q1 2026, down from 84 in Q4 2025.
- Funds reported $146M of John Hancock Financial Opportunities Fund stock for Q1 2026, down 1.7% quarter-over-quarter.
- 10 funds opened new John Hancock Financial Opportunities Fund positions in Q1 2026 and 13 closed out, a net change of -3 holders.
- The largest John Hancock Financial Opportunities Fund buyer in Q1 2026 was City of London Investment Management, an estimated $827K added.
- The largest John Hancock Financial Opportunities Fund seller in Q1 2026 was Readystate Asset Management, an estimated $2.48M sold.
Based on aggregated 13F filings for Q1 2026.