BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

68 hedge funds and large institutions have $156M invested in John Hancock Financial Opportunities Fund in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 21 reducing their positions, and 7 closing their positions.

Holders
68
Holders Change
+7
Holders Change %
+11.48%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
11
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
1
Clough Capital Partners
Massachusetts
$1.01M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.27M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$828K
4
RJA
4
Raymond James & Associates
Florida
$11.6M
5
PAG
5
Private Advisor Group
New Jersey
$611K

Top Sellers

1
DA
1
Doliver Advisors
Texas
$0
2
NMC
2
Nine Masts Capital
Hong Kong
$673K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.64M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$571K
5
WAM
5
Wolverine Asset Management
Illinois
$378K
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$571K 15,419 -8,917 -37%
PG
27
Patten Group
Tennessee
$532K 14,380 +60 +0.4%
WEC
28
Winslow Evans & Crocker
Massachusetts
$494K 13,300 – –
NB
29
Nicolet Bankshares
Wisconsin
$458K 12,375 -1,190 -9%
BTS
30
BB&T Securities
Virginia
$458K 12,402 -880 -7%
Creative Planning
31
Creative Planning
Kansas
$446K 12,053 +918 +8%
IFWM
32
Institute for Wealth Management
Colorado
$413K 11,143 – –
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$386K 10,427 -1,585 -13%
WAM
34
Wolverine Asset Management
Illinois
$378K 10,218 -6,332 -38%
DADC
35
D.A. Davidson & Co
Montana
$333K 9,000 – –
Ameriprise
36
Ameriprise
Minnesota
$289K 7,815 +7,815 New
HCM
37
Hudson Capital Management
New Jersey
$260K 7,014 – –
GC
38
Guggenheim Capital
Illinois
$258K 6,967 +6,967 New
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$253K 6,836 -578 -8%
WS
40
Wedbush Securities
California
$249K 6,719 -2,354 -26%
BSW
41
Buckingham Strategic Wealth
Missouri
$243K 6,573 – –
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$220K 5,947 -156 -3%
Bank of Nova Scotia
43
Bank of Nova Scotia
Ontario, Canada
$212K 5,730 +5,730 New
PPA
44
Parametric Portfolio Associates
Washington
$209K 5,646 – –
AA
45
Ancora Advisors
Ohio
$185K 5,000 +5,000 New
LFA
46
Legacy Financial Advisors
Kentucky
$85K 2,298 – –
SPIA
47
Steward Partners Investment Advisory
New York
$75K 2,016 +391 +24%
PCP
48
Proficio Capital Partners
Massachusetts
$74K 2,000 +2,000 New
SWP
49
Stratos Wealth Partners
Ohio
$53K 1,444 +1,444 New
CFN
50
Cordasco Financial Network
Florida
$37K 1,000 – –
1
2
3