BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

59 hedge funds and large institutions have $154M invested in John Hancock Financial Opportunities Fund in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
20
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$8.11M
2
RJA
2
Raymond James & Associates
Florida
$9.14M
3
Morgan Stanley
3
Morgan Stanley
New York
$59.9M
4
Cohen & Steers
4
Cohen & Steers
New York
$3.72M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$7.42M

Top Sellers

1
AIC
1
Aurora Investment Counsel
Georgia
$0
2
LNC
2
Lincoln National Corp
Pennsylvania
$0
3
UR
3
USCA RIA
Texas
$0
4
PVWM
4
Point View Wealth Management
New Jersey
$1.14M
5
SWP
5
Stratos Wealth Partners
Ohio
$50K
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$439K 11,446 +439 +4%
IFWM
27
Institute for Wealth Management
Colorado
$432K 11,143 – –
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$426K 11,117 -620 -5%
PAG
29
Private Advisor Group
New Jersey
$388K 10,128 +10,128 New
DADC
30
D.A. Davidson & Co
Montana
$340K 8,866 +66 +0.8%
WS
31
Wedbush Securities
California
$278K 7,247 -760 -9%
HCM
32
Hudson Capital Management
New Jersey
$269K 7,014 – –
BSW
33
Buckingham Strategic Wealth
Missouri
$252K 6,573 +6,573 New
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$233K 6,103 -218 -3%
M&T Bank
35
M&T Bank
New York
$229K 5,974 +275 +5%
PPA
36
Parametric Portfolio Associates
Washington
$213K 5,556 -57 -1%
CFB
37
Cullen/Frost Bankers
Texas
$206K 5,360 – –
US Bancorp
38
US Bancorp
Minnesota
$128K 3,330 -28 -0.8%
LFA
39
Legacy Financial Advisors
Kentucky
$88K 2,298 – –
SPIA
40
Steward Partners Investment Advisory
New York
$62K 1,625 – –
SWP
41
Stratos Wealth Partners
Ohio
$50K 1,294 -2,500 -66%
WPW
42
Winthrop Partners - WNY
New York
$46.2K 1,217 +1,217 New
CFN
43
Cordasco Financial Network
Florida
$38K 1,000 +1,000 New
APA
44
American Portfolios Advisors
New York
$35.9K 935 +60 +7%
RFM
45
Royal Fund Management
Florida
$32K 848 – –
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$31K 809 -126 -13%
SEI Investments
47
SEI Investments
Pennsylvania
$29K 750 -544 -42%
OC
48
Oakworth Capital
Alabama
$27K 700 – –
GWM
49
Geneos Wealth Management
Colorado
$19K 505 – –
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18K 457 +126 +38%
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