BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

47 hedge funds and large institutions have $78.6M invested in John Hancock Financial Opportunities Fund in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
47
Holders Change
-6
Holders Change %
-11.32%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
8
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DA
1
Doliver Advisors
Texas
$2.1M
2
WAM
2
Wolverine Asset Management
Illinois
$492K
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$1.22M
4
FC
4
FCA Corp
Texas
$2.88M
5
Bank of America
5
Bank of America
North Carolina
$5.69M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$29M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$272K
4
Wells Fargo
4
Wells Fargo
California
$8.66M
5
WS
5
Wedbush Securities
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$156K -$37.9K -1,533 -20%
DADC
27
D.A. Davidson & Co
Montana
$111K -$48.3K -2,000 -30%
WEC
28
Winslow Evans & Crocker
Massachusetts
$99.7K -$24.3K -1,001 -20%
FHA
29
First Horizon Advisors
Tennessee
$78K – – –
Creative Planning
30
Creative Planning
Kansas
$61K -$24.4K -1,000 -29%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$61K +$3.86K +159 +7%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$48K +$48K +1,980 +198,000%
PSUF
33
People's United Financial
Connecticut
$24K – – –
First Manhattan
34
First Manhattan
New York
$18K – – –
GWM
35
Geneos Wealth Management
Colorado
$18K +$18K +718 New
MFS
36
MSI Financial Services
Massachusetts
$12K -$11.7K -500 -49%
CTC
37
Central Trust Company
Missouri
$12K – – –
SHJ
38
Sharkey, Howes & Javer
Colorado
$10K – – –
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$9K – – –
FCCM
40
First City Capital Management
Georgia
$5.47K – – –
US Bancorp
41
US Bancorp
Minnesota
$5K -$6.41K -241 -56%
AIM
42
Advantage Investment Management
Iowa
$5K – – –
Deutsche Bank
43
Deutsche Bank
Germany
$2K – – –
NFG
44
Next Financial Group
Texas
$1K – – –
HSBC Holdings
45
HSBC Holdings
United Kingdom
– -$956K -34,110 Closed
WS
46
Wedbush Securities
California
– -$247K -8,824 Closed
PPA
47
Parametric Portfolio Associates
Washington
– -$227K -8,096 Closed
MCM
48
Manchester Capital Management
Vermont
– -$31K -1,100 Closed
AIG
49
American International Group
New York
– -$14K -500 Closed
MSFP
50
Mark Sheptoff Financial Planning
Connecticut
– -$14K -500 Closed
1
2
3