BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

70 hedge funds and large institutions have $148M invested in John Hancock Financial Opportunities Fund in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 11 closing their positions.

Holders
70
Holders Change
+5
Holders Change %
+7.69%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
25
Reduced
11
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$1.36M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$12.7M
3
CA
3
Cetera Advisors
Colorado
$889K
4
Truist Financial
4
Truist Financial
North Carolina
$623K
5
RJA
5
Raymond James & Associates
Florida
$7.74M

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$0
2
Bank of America
2
Bank of America
North Carolina
$4.38M
3
Cohen & Steers
3
Cohen & Steers
New York
$2.81M
4
UBS Group
4
UBS Group
Switzerland
$2.65M
5
PAG
5
Private Advisor Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$608K +$182K +5,023 +43%
PG
27
Patten Group
Tennessee
$515K +$10.3K +285 +2%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$463K -$198K -5,462 -30%
SMH
29
Sanders Morris Harris
Texas
$456K – – –
NB
30
Nicolet Bankshares
Wisconsin
$420K -$1.81K -50 -0.4%
IFWM
31
Institute for Wealth Management
Colorado
$404K – – –
GC
32
Guggenheim Capital
Illinois
$395K +$98.8K +2,722 +33%
WEC
33
Winslow Evans & Crocker
Massachusetts
$394K -$7.3K -200 -2%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$393K +$53.9K +1,486 +16%
Citigroup
35
Citigroup
New York
$363K +$363K +10,000 New
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$350K -$42.4K -1,170 -11%
WS
37
Wedbush Securities
California
$349K +$19.3K +533 +6%
DADC
38
D.A. Davidson & Co
Montana
$319K +$18.5K +510 +6%
BSW
39
Buckingham Strategic Wealth
Missouri
$239K – – –
P
40
&Partners
Tennessee
$231K – – –
PPA
41
Parametric Portfolio Associates
Washington
$201K +$201K +5,538 New
FIA
42
FNY Investment Advisers
New York
$127K +$127K +3,515 New
AA
43
Ancora Advisors
Ohio
$105K +$105K +2,900 New
AG
44
Advisor Group
Arizona
$86K +$9.35K +262 +12%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$85K – – –
EP
46
Eudaimonia Partners
Tennessee
$79K +$79K +2,187 New
FHA
47
Flagship Harbor Advisors
Massachusetts
$73K +$73K +2,014 New
CHAM
48
Clear Harbor Asset Management
Connecticut
$71.8K +$71.8K +1,977 New
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$64K +$64K +1,776 New
BFEC
50
Benjamin F. Edwards & Company
Missouri
$42K +$11K +305 +35%
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