BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

53 hedge funds and large institutions have $100M invested in John Hancock Financial Opportunities Fund in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
11
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$1.48M
2
Morgan Stanley
2
Morgan Stanley
New York
$42.9M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.37M
4
LPL Financial
4
LPL Financial
California
$1.08M
5
RJA
5
Raymond James & Associates
Florida
$1.44M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$10.5M
2
CA
2
Cornerstone Advisors
North Carolina
$0
3
DA
3
Doliver Advisors
Texas
$0
4
Invesco
4
Invesco
Georgia
$1.63M
5
PP
5
Patten & Patten
Tennessee
$8.86M
Name Market Value Shares Shares
Change 		Shares
Change %
PPA
26
Parametric Portfolio Associates
Washington
$227K 8,096 -767 -9%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$220K 7,845 -1,306 -14%
DADC
28
D.A. Davidson & Co
Montana
$184K 6,600 +200 +3%
WEC
29
Winslow Evans & Crocker
Massachusetts
$143K 5,102 -350 -6%
Creative Planning
30
Creative Planning
Kansas
$98K 3,500 +1,000 +40%
FHA
31
First Horizon Advisors
Tennessee
$90K 3,200 – –
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$66K 2,353 +80 +4%
MCM
33
Manchester Capital Management
Vermont
$31K 1,100 – –
PSUF
34
People's United Financial
Connecticut
$28K 1,000 -3,000 -75%
MFS
35
MSI Financial Services
Massachusetts
$28K 1,014 +1,014 New
First Manhattan
36
First Manhattan
New York
$21K 759 – –
CTC
37
Central Trust Company
Missouri
$14K 500 – –
MSFP
38
Mark Sheptoff Financial Planning
Connecticut
$14K 500 +500 New
AIG
39
American International Group
New York
$14K 500 +500 New
US Bancorp
40
US Bancorp
Minnesota
$12K 429 – –
SHJ
41
Sharkey, Howes & Javer
Colorado
$12K 412 – –
IA
42
IFP Advisors
Florida
$12K 442 +442 New
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$11K 382 – –
FCCM
44
First City Capital Management
Georgia
$6.31K 225 – –
AIM
45
Advantage Investment Management
Iowa
$6K 209 – –
CCS
46
Crosspoint Capital Strategies
California
$5K 212 +212 New
NMIS
47
Northwestern Mutual Investment Services
Wisconsin
$4K 128 +128 New
Deutsche Bank
48
Deutsche Bank
Germany
$2K 83 – –
NFG
49
Next Financial Group
Texas
$1K 62 – –
CA
50
Cornerstone Advisors
North Carolina
– – -41,016 Closed
1
2
3