BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

61 hedge funds and large institutions have $154M invested in John Hancock Financial Opportunities Fund in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
18
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$10.9M
2
NMC
2
Nine Masts Capital
Hong Kong
$1.19M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$906K
4
DA
4
Doliver Advisors
Texas
$889K
5
WAM
5
Wolverine Asset Management
Illinois
$615K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$56.8M
2
Bank of America
2
Bank of America
North Carolina
$10.8M
3
WAM
3
Weiss Asset Management
Massachusetts
$0
4
PP
4
Patten & Patten
Tennessee
$10.8M
5
PAG
5
Private Advisor Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NB
26
Nicolet Bankshares
Wisconsin
$505K 13,565 – –
WEC
27
Winslow Evans & Crocker
Massachusetts
$498K 13,300 -150 -1%
BTS
28
BB&T Securities
Virginia
$494K 13,282 -208 -2%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$447K 12,012 +566 +5%
IFWM
30
Institute for Wealth Management
Colorado
$417K 11,143 – –
Creative Planning
31
Creative Planning
Kansas
$414K 11,135 +11,135 New
WS
32
Wedbush Securities
California
$338K 9,073 +1,826 +25%
DADC
33
D.A. Davidson & Co
Montana
$335K 9,000 +134 +2%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$276K 7,414 -3,703 -33%
HCM
35
Hudson Capital Management
New Jersey
$261K 7,014 – –
BSW
36
Buckingham Strategic Wealth
Missouri
$245K 6,573 – –
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$233K 6,103 – –
PPA
38
Parametric Portfolio Associates
Washington
$210K 5,646 +90 +2%
M&T Bank
39
M&T Bank
New York
$202K 5,419 -555 -9%
US Bancorp
40
US Bancorp
Minnesota
$123K 3,300 -30 -0.9%
LFA
41
Legacy Financial Advisors
Kentucky
$86K 2,298 – –
SPIA
42
Steward Partners Investment Advisory
New York
$60K 1,625 – –
TRCT
43
Tower Research Capital (TRC)
New York
$56K 1,509 +1,509 New
CFN
44
Cordasco Financial Network
Florida
$37K 1,000 – –
GT
45
Glenmede Trust
Pennsylvania
$37K 1,000 +1,000 New
SEI Investments
46
SEI Investments
Pennsylvania
$34K 906 +156 +21%
APA
47
American Portfolios Advisors
New York
$32.6K 875 -60 -6%
RFM
48
Royal Fund Management
Florida
$31K 848 – –
OC
49
Oakworth Capital
Alabama
$26K 700 – –
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$23K 609 -200 -25%
1
2
3