Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Hancock John Finl Opptys (BTO)

77 + Investors. Track Smart Money conviction in BTO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — BTO

Based on 77 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BTO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
77 hedge funds hold BTO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

39 buying34 selling
Last quarter: 39 funds bought or added vs 34 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 14 → 14 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 17% medium ■ 22% new
47 out of 77 hedge funds have held BTO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

4 → 4 → 14 → 14 → 12 new funds/Q
New funds entering each quarter: 4 → 14 → 14 → 12. A growing number of institutions are discovering BTO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 66% veterans vs 21% newcomers

■ 66% veterans ■ 13% 1-2yr ■ 21% new
Entry-cohort mix of 77 holders: 51 (66%) are 2+ year veterans, 10 entered 1–2 years ago, and 16 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds
11 of 77 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in BTO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BTO

In 2026 Q1, 39 hedge funds were net buyers of BTO (12 opened a new position, 27 added to an existing one), while 34 reduced or exited (19 trimmed, 15 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 63% of total institutional value in BTO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 77.

Hedge Fund Ownership: BTO

How many hedge funds hold BTO — quarterly history vs. share price
Quarterly hedge fund ownership of BTO vs. share price

Market Analysis: BTO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BTO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Hancock John Finl Opptys (BTO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BTO has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
BTO
+5.2%
XLF
+1220.3%

BTO outperformed XLF by -1215.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
BTO
+6.4%
XLF
+4.8%

Since the filing became public, BTO outperformed XLF by +1.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: BTO
77 + Investors

Track Smart Money conviction in BTO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 77 80 -3.75%
13F Shares 4M 4M 8.21%
Total Value $136M $132M 3.18%
New Positions 12 14 -2
Increased Positions 27 25 +2
Closed Positions 15 9 +6
Reduced Positions 19 18 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BTO

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Institutional Holders (2026 Q1)

77 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BTO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BTO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Z3 Capital Partners, LLC 3.40% 403,588 $14.2M
2 Alessandra Capital Management, LLC 1.85% 59,282 $2.1M
3 Advisory Advocates, LLC 0.94% 27,000 $947K
4 Fca Corp /Tx 0.90% 88,984 $3.2M
5 Chancellor Financial Group WB LP 0.79% 31,197 $1.1M
6 Gilliland Jeter Wealth Management LLC 0.40% 37,387 $1.3M
7 Samalin Investment Counsel, LLC 0.27% 21,078 $756K
8 Redwood Wealth Management Group, LLC 0.14% 9,229 $331K
9 North Star Asset Management Inc 0.11% 67,816 $2.4M
10 Tennessee Valley Asset Management Partners 0.10% 20,707 $743K
11 City of London Investment Management Co Ltd 0.08% 30,325 $1.1M
12 Triumph Capital Management 0.08% 10,302 $370K
13 Abel Hall, LLC 0.06% 8,000 $287K
14 Institute for Wealth Management, LLC. 0.04% 10,784 $387K
15 Osbon Capital Management LLC 0.03% 1,160 $42K
16 Indivisible Partners 0.03% 8,112 $291K
17 World Investment Advisors 0.01% 23,855 $856K
18 Oppenheimer & Co Inc 0.01% 27,890 $1.0M
19 Sfam, LLC 0.01% 300 $11K
20 Steward Partners Investment Advisory, LLC 0.01% 54,340 $1.9M
21 Thompson Investment Management, INC. 0.01% 1,616 $58K
22 Vanguard National Trust Co 0.01% 2,915 $105K
23 Private Trust Co NA 0.01% 2,000 $72K
24 XTX Topco Ltd 0.01% 9,678 $347K
25 Centaurus Financial, INC. 0.00% 2,921 $105K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Hancock John Finl Opptys (BTO)

What does the Smart Money Trend signal show for BTO?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BTO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BTO?

Slight buying edge — 53% buying: Last quarter: 39 funds bought or added vs 34 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BTO holders?

Elite ownership — 63% AUM from top-100 funds: 11 of 77 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in BTO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BTO?

61% of holders stayed for 2+ years: 47 out of 77 hedge funds have held BTO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Hancock John Finl Opptys (BTO) following the 2026 Q1 hedge fund 13F filings?

As of today, BTO has moved +6.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of +1.6%. Since the quarter end (March 31, 2026), BTO has gained +5.2% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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