BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

51 hedge funds and large institutions have $138M invested in John Hancock Financial Opportunities Fund in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
51
Holders Change
–
Holders Change %
0%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
16
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$6.89M
2
Morgan Stanley
2
Morgan Stanley
New York
$57.3M
3
Bank of America
3
Bank of America
North Carolina
$10.3M
4
SI
4
Stephens Inc
Arkansas
$715K
5
Cohen & Steers
5
Cohen & Steers
New York
$616K

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$0
2
SWP
2
Stratos Wealth Partners
Ohio
$523K
3
DA
3
Doliver Advisors
Texas
$1.63M
4
PP
4
Patten & Patten
Tennessee
$11.3M
5
NPC
5
National Planning Corporation
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$442K 11,871 +4,641 +64%
WEC
27
Winslow Evans & Crocker
Massachusetts
$425K 11,400 -4,531 -28%
IFWM
28
Institute for Wealth Management
Colorado
$417K 11,143 – –
WS
29
Wedbush Securities
California
$307K 8,246 -679 -8%
DADC
30
D.A. Davidson & Co
Montana
$303K 8,150 +2,800 +52%
PAG
31
Private Advisor Group
New Jersey
$230K 6,117 -646 -10%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$222K 5,958 +2,481 +71%
CFB
33
Cullen/Frost Bankers
Texas
$215K 5,771 +5,771 New
US Bancorp
34
US Bancorp
Minnesota
$127K 3,400 +212 +7%
SPIA
35
Steward Partners Investment Advisory
New York
$104K 2,815 – –
SEI Investments
36
SEI Investments
Pennsylvania
$37K 1,000 +1,000 New
First Manhattan
37
First Manhattan
New York
$28K 759 – –
OC
38
Oakworth Capital
Alabama
$23K 700 – –
NFG
39
Next Financial Group
Texas
$19K 500 -2,837 -85%
GWM
40
Geneos Wealth Management
Colorado
$18K 505 – –
ASN
41
Advisory Services Network
Georgia
$17K 464 -2,190 -83%
SHJ
42
Sharkey, Howes & Javer
Colorado
$16K 412 – –
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$12K 326 – –
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12K 331 +331 New
BWL
45
Bogart Wealth LLC
Virginia
$9K 231 +231 New
JCM
46
Jacobi Capital Management
Pennsylvania
$8K 225 – –
MFW
47
Mosaic Family Wealth
Missouri
$8K 205 +205 New
IA
48
IFP Advisors
Florida
$5K 125 – –
Citigroup
49
Citigroup
New York
$4K 100 – –
NSIM
50
North Star Investment Management
Illinois
$2K 47 – –
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2
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