BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

71 hedge funds and large institutions have $130M invested in John Hancock Financial Opportunities Fund in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
17
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$10.7M
2
WAM
2
Wolverine Asset Management
Illinois
$1.56M
3
Millennium Management
3
Millennium Management
New York
$732K
4
SMH
4
Sanders Morris Harris
Texas
$457K
5
SPIA
5
Steward Partners Investment Advisory
New York
$393K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$6.33M
2
Morgan Stanley
2
Morgan Stanley
New York
$44.4M
3
UBS Group
3
UBS Group
Switzerland
$3.21M
4
Cohen & Steers
4
Cohen & Steers
New York
$4.02M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$408K -$58.1K -1,803 -12%
SPIA
27
Steward Partners Investment Advisory
New York
$393K +$393K +12,229 New
NB
28
Nicolet Bankshares
Wisconsin
$386K -$6.45K -200 -2%
PAG
29
Private Advisor Group
New Jersey
$374K +$374K +11,600 New
WEC
30
Winslow Evans & Crocker
Massachusetts
$370K -$38.8K -1,200 -9%
IFWM
31
Institute for Wealth Management
Colorado
$359K – – –
Stifel Financial
32
Stifel Financial
Missouri
$338K +$97.7K +3,036 +41%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$324K -$22.8K -709 -7%
WS
34
Wedbush Securities
California
$283K +$14.2K +439 +5%
GC
35
Guggenheim Capital
Illinois
$280K -$1.42K -44 -0.5%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$272K +$10.7K +333 +4%
DADC
37
D.A. Davidson & Co
Montana
$267K +$9.12K +283 +4%
DA
38
Doliver Advisors
Texas
$237K +$237K +7,348 New
HCM
39
Hudson Capital Management
New Jersey
$219K -$6.44K -200 -3%
BSW
40
Buckingham Strategic Wealth
Missouri
$212K – – –
P
41
&Partners
Tennessee
$205K – – –
FIA
42
FNY Investment Advisers
New York
$129K +$129K +4,033 New
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$107K – – –
SIS
44
Sound Income Strategies
Florida
$89K – – –
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$85K – – –
AG
46
Advisor Group
Arizona
$85K +$24.4K +755 +40%
PA
47
Parallel Advisors
California
$36K – – –
CFN
48
Cordasco Financial Network
Florida
$32K – – –
US Bancorp
49
US Bancorp
Minnesota
$31K – – –
ESB
50
Essex Savings Bank
Connecticut
$29K – – –
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