BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

50 hedge funds and large institutions have $117M invested in John Hancock Financial Opportunities Fund in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
$879K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$5.77M
3
First Trust Advisors
First Trust Advisors
Illinois
$688K
4
RJA
Raymond James & Associates
Florida
$3.05M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$1.85M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$46.6M
2
LAM
Lebenthal Asset Management
New York
$1.24M
3
Invesco
Invesco
Georgia
$0
4
LPL Financial
LPL Financial
California
$873K
5
NSAM
North Star Asset Management
Wisconsin
$5.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Concert Wealth Management
California
$417K – – –
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$402K +$98.3K +2,892 +32%
WS
28
Wedbush Securities
California
$368K +$12.7K +375 +4%
BTS
29
BB&T Securities
Virginia
$314K -$106K -3,121 -25%
TC
30
TFS Capital
Pennsylvania
$299K +$299K +8,796 New
NPC
31
National Planning Corporation
California
$287K +$83.5K +2,458 +41%
DADC
32
D.A. Davidson & Co
Montana
$156K – – –
NFG
33
Next Financial Group
Texas
$118K +$116K +3,275 +5,282%
US Bancorp
34
US Bancorp
Minnesota
$108K – – –
Creative Planning
35
Creative Planning
Kansas
$106K +$5.64K +166 +6%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$85K -$29.7K -871 -26%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$71K – – –
PMFA
38
Plante Moran Financial Advisors
Michigan
$50K +$24.2K +720 +94%
PSUF
39
People's United Financial
Connecticut
$34K – – –
First Manhattan
40
First Manhattan
New York
$25K – – –
OC
41
Oakworth Capital
Alabama
$24K – – –
CAG
42
Crestwood Advisors Group
Massachusetts
$24K +$24K +692 New
FIB
43
First Interstate Bank
Montana
$22K +$22K +658 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$21K -$9.03K -270 -30%
GWM
45
Geneos Wealth Management
Colorado
$17K – – –
SHJ
46
Sharkey, Howes & Javer
Colorado
$14K – – –
SPIA
47
Steward Partners Investment Advisory
New York
$14K +$14K +435 New
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$11K +$11K +325 +32,500%
Citigroup
49
Citigroup
New York
$3K – – –
NSIM
50
North Star Investment Management
Illinois
$2K +$2K +47 New
1
2
3