BTO — HANCOCK JOHN FINL OPPTYS
As of Q2 2026, 7 SEC-registered investment managers reported holding BTO (HANCOCK JOHN FINL OPPTYS) in their latest 13F filings, with a combined reported value of $79.06M across 2.01M shares. That is +3.7% by share count (+70.73K shares) versus the previous quarter, while reported value moved +13.9%. Ownership is concentrated: the five largest holders account for 99.9% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 2 added to existing stakes, 3 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
BTO is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1.26M | $49.61M | 0.00% | Add |
| Wells Fargo & Co history | 646.73K | $25.49M | 0.00% | Reduce |
| Bank of America Corp history | 46.68K | $1.84M | 0.00% | Add |
| UBS Group AG history | 43.82K | $1.73M | 0.00% | Reduce |
| Citadel Advisors history | 8.50K | $335.19K | 0.00% | New |
| JPMorgan Chase & Co history | 830 | $32.54K | 0.00% | New |
| PNC Financial Services history | 357 | $14.07K | 0.00% | Reduce |
Q1 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1.19M | $42.67M | 0.00% | Hold |
| Wells Fargo & Co history | 653.44K | $23.44M | 0.01% | Reduce |
| Bank of America Corp history | 45.15K | $1.62M | 0.00% | Add |
| UBS Group AG history | 44.54K | $1.60M | 0.00% | Reduce |
| PNC Financial Services history | 2.03K | $72.78K | 0.00% | Add |
Q4 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1.19M | $41.73M | 0.00% | Reduce |
| Wells Fargo & Co history | 667.19K | $23.41M | 0.00% | Add |
| UBS Group AG history | 47.67K | $1.67M | 0.00% | Add |
| Bank of America Corp history | 43.84K | $1.54M | 0.00% | Reduce |
| PNC Financial Services history | 1.82K | $63.74K | 0.00% | Hold |
Q3 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1.22M | $43.83M | 0.00% | Reduce |
| Wells Fargo & Co history | 643.37K | $23.15M | 0.00% | Add |
| Bank of America Corp history | 49.34K | $1.78M | 0.00% | Add |
| UBS Group AG history | 46.74K | $1.68M | 0.00% | Hold |
| Invesco Ltd history | 6.26K | $225.09K | 0.00% | Reduce |
| PNC Financial Services history | 1.82K | $65.38K | 0.00% | Reduce |
Q2 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1.23M | $43.50M | 0.00% | Reduce |
| Morgan Stanley history | 1.23M | $43.50M | 0.00% | Reduce |
| Wells Fargo & Co history | 592.39K | $20.98M | 0.00% | Add |
| UBS Group AG history | 46.68K | $1.65M | 0.00% | Add |
| Bank of America Corp history | 41.34K | $1.46M | 0.00% | Add |
| Invesco Ltd history | 14.08K | $498.57K | 0.00% | Reduce |
| PNC Financial Services history | 2.02K | $71.44K | 0.00% | Reduce |
Q1 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1.25M | $42.72M | 0.00% | Reduce |
| Morgan Stanley history | 1.25M | $42.72M | 0.00% | Reduce |
| Wells Fargo & Co history | 588.65K | $20.08M | 0.01% | Add |
| UBS Group AG history | 42.03K | $1.43M | 0.00% | Hold |
| Bank of America Corp history | 33.10K | $1.13M | 0.00% | Reduce |
| Invesco Ltd history | 19.17K | $654.02K | 0.00% | Reduce |
| PNC Financial Services history | 2.92K | $99.50K | 0.00% | Reduce |
New Positions (Q2 2026)
- Citadel Advisors 8.50K sh · $335.19K
- JPMorgan Chase & Co 830 sh · $32.54K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 10 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 1.26M | 1.19M | 1.19M | 1.22M | 1.23M | 1.25M | 1.29M | 1.28M | 1.26M | 1.34M | 1.35M | 1.30M | 1.32M | 1.52M | 1.61M | 1.72M | 1.66M | 1.64M | 1.61M | 1.56M |
| Wells Fargo & Co | 646.73K | 653.44K | 667.19K | 643.37K | 592.39K | 588.65K | 577.42K | 596.44K | 590.78K | 575.61K | 589.60K | 589.60K | 532.01K | 456.48K | 369.23K | 346.74K | 343.48K | 358.23K | 285.62K | 297.91K |
| Bank of America Corp | 46.68K | 45.15K | 43.84K | 49.34K | 41.34K | 33.10K | 36.37K | 37.73K | 35.88K | 42.10K | 43.67K | 48.20K | 44.55K | 168.61K | 181.42K | 182.99K | 187.70K | 190.81K | 187.46K | 177.21K |
| UBS Group AG | 43.82K | 44.54K | 47.67K | 46.74K | 46.68K | 42.03K | 41.95K | 41.52K | 47.62K | 36.38K | 37.30K | 29.63K | 30.25K | 23.10K | 21.86K | 22.05K | 27.58K | 30.22K | 32.46K | 35.24K |
| Citadel Advisors | 8.50K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | 830 | — | — | — | — | — | — | — | — | — | 11.79K | 16.20K | — | 24.02K | — | — | — | — | — | — |
| PNC Financial Services | 357 | 2.03K | 1.82K | 1.82K | 2.02K | 2.92K | 4.02K | 4.02K | 4.02K | 4.02K | 7.72K | 7.72K | 7.72K | 8.07K | 667 | 667 | 667 | 1.67K | 23.42K | 22.75K |
| Invesco Ltd | — | — | — | 6.26K | 14.08K | 19.17K | 19.63K | 19.34K | 8.40K | — | 7.66K | 10.68K | 10.21K | 10.16K | — | — | 12.22K | 13.78K | 13.67K | 13.46K |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | — | — | — | 1 | — | 1 | — | — | 1 | — | — | — | — |
| Millennium Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 10.48K | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details