BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

48 hedge funds and large institutions have $89.4M invested in John Hancock Financial Opportunities Fund in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$11.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$37.5M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.6M
4
Bank of America
4
Bank of America
North Carolina
$5.84M
5
DA
5
Doliver Advisors
Texas
$434K

Top Sellers

1
LH
1
Lebenthal Holdings
New York
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$0
3
LPL Financial
3
LPL Financial
California
$534K
4
RJA
4
Raymond James & Associates
Florida
$987K
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WS
26
Wedbush Securities
California
$222K 8,792 +36 +0.4%
DADC
27
D.A. Davidson & Co
Montana
$161K 6,400 – –
WEC
28
Winslow Evans & Crocker
Massachusetts
$138K 5,452 +350 +7%
PSUF
29
People's United Financial
Connecticut
$101K 4,000 – –
FHA
30
First Horizon Advisors
Tennessee
$81K 3,200 – –
Creative Planning
31
Creative Planning
Kansas
$63K 2,500 +2,500 New
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$58K 2,273 +2,273 New
MCM
33
Manchester Capital Management
Vermont
$28K 1,100 – –
First Manhattan
34
First Manhattan
New York
$19K 759 – –
CTC
35
Central Trust Company
Missouri
$13K 500 – –
US Bancorp
36
US Bancorp
Minnesota
$11K 429 -70 -14%
SHJ
37
Sharkey, Howes & Javer
Colorado
$11K 412 +412 New
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$10K 382 – –
UFA
39
US Financial Advisors
Massachusetts
$6K 222 – –
FCCM
40
First City Capital Management
Georgia
$5.69K 225 – –
AIM
41
Advantage Investment Management
Iowa
$5K 209 – –
TRCT
42
Tower Research Capital (TRC)
New York
$4K 173 +173 New
Deutsche Bank
43
Deutsche Bank
Germany
$2K 83 – –
MPWT
44
MassMutual Private Wealth & Trust
Connecticut
$1.11K 50 +50 New
NFG
45
Next Financial Group
Texas
$1K 62 – –
LH
46
Lebenthal Holdings
New York
– – -86,436 Closed
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
– – -18,031 Closed
VKH
48
Virtu KCG Holdings
New York
– – -10,153 Closed
CL
49
CSS LLC
Illinois
– – -8,500 Closed
BC
50
Bartlett & Co
Ohio
– – -425 Closed
1
2
3