BTO

John Hancock Financial Opp

-$2.6M

Net Activity

Institutions Holding

78

Popularity Rank

#5012

Avg Weight

0.13%

Total Value

$146.0M

Ownership Trend

78 institutions currently hold BTO, with 39 net buyers and 34 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

34

Net Buying Institutions

39

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$42.7M
WF
Wells Fargo & Company/mn
$23.4M
ZC
Z3 Capital Partners, LLC
$14.7M
RB
Royal Bank Of Canada
$9.6M
JM
Janney Montgomery Scott LLC
$6.9M

Top 5 by Conviction

ZC
Z3 Capital Partners, LLC
3.72%
AC
Alessandra Capital Management, LLC
1.88%
AA
Advisory Advocates, LLC
1.06%
FC
Fca CORP /tx
0.90%
CF
Chancellor Financial Group WB LP
0.79%
View all 78 holding institutions

Quarterly Activity

Recent Activity

+$99.0M

Total Buy Value

$77.4M

Total Sell Value

New buy9
Trim20
Add30
Sold out14

39

Net Buyers

34

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding JOHN HANCOCK FINANCIAL OPP (BTO)?
Major stakeholders currently include Morgan Stanley ($42.7M), Wells Fargo & Company/mn ($23.4M), Z3 Capital Partners, LLC ($14.7M). Based on the latest 13F filings, there are a total of 78 tracked investment funds and institutions maintaining positions in BTO.
What is the overall institutional sentiment toward BTO recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $2.6M, driven by 39 managers accumulating shares while 34 reduced their exposure.
Which institutions have been selling or reducing their BTO positions?
In the latest period, 20 funds trimmed their holdings, and 14 managers completely exited their positions. The aggregate reported sell value was $77.4M.
Are there any notable investors adding BTO to their portfolios?
Yes, buying activity remains notable. 9 institutions opened new positions in {ticker}, and 30 existing holders added to their shares. The total reported buy value for the quarter amounted to $99.0M.

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