BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

51 hedge funds and large institutions have $128M invested in John Hancock Financial Opportunities Fund in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
15
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.8M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$2.05M
3
DA
3
Doliver Advisors
Texas
$1.85M
4
Wells Fargo
4
Wells Fargo
California
$11M
5
RJA
5
Raymond James & Associates
Florida
$3.62M

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$0
2
First Trust Advisors
2
First Trust Advisors
Illinois
$0
3
LPL Financial
3
LPL Financial
California
$405K
4
Bank of America
4
Bank of America
North Carolina
$9.04M
5
CWM
5
Concert Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BTS
26
BB&T Securities
Virginia
$395K 10,988 +1,732 +19%
WS
27
Wedbush Securities
California
$322K 8,925 -1,904 -18%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$260K 7,230 +7,230 New
PAG
29
Private Advisor Group
New Jersey
$247K 6,763 +6,763 New
NPC
30
National Planning Corporation
California
$205K 5,477 -2,968 -35%
DADC
31
D.A. Davidson & Co
Montana
$192K 5,350 +750 +16%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$125K 3,477 +1,402 +68%
NFG
33
Next Financial Group
Texas
$120K 3,337 – –
US Bancorp
34
US Bancorp
Minnesota
$115K 3,188 – –
Creative Planning
35
Creative Planning
Kansas
$114K 3,173 +53 +2%
SPIA
36
Steward Partners Investment Advisory
New York
$101K 2,815 +2,380 +547%
ASN
37
Advisory Services Network
Georgia
$96K 2,654 +2,654 New
PMFA
38
Plante Moran Financial Advisors
Michigan
$54K 1,485 – –
PSUF
39
People's United Financial
Connecticut
$36K 1,000 – –
First Manhattan
40
First Manhattan
New York
$27K 759 – –
OC
41
Oakworth Capital
Alabama
$25K 700 – –
GWM
42
Geneos Wealth Management
Colorado
$18K 505 – –
SHJ
43
Sharkey, Howes & Javer
Colorado
$15K 412 – –
FIB
44
First Interstate Bank
Montana
$14K 400 -258 -39%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$12K 326 – –
VWA
46
V Wealth Advisors
Kansas
$10K 275 +275 New
JCM
47
Jacobi Capital Management
Pennsylvania
$8K 225 +225 New
TRCT
48
Tower Research Capital (TRC)
New York
$7K 200 +200 New
IA
49
IFP Advisors
Florida
$5K 125 +125 New
Citigroup
50
Citigroup
New York
$4K 100 – –
1
2
3