BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

57 hedge funds and large institutions have $60.1M invested in John Hancock Financial Opportunities Fund in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 23 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-13
Holders Change %
-18.57%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
14
Reduced
23
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$987K
2
Bank of America
Bank of America
North Carolina
+$765K
3
COLIM
City of London Investment Management
United Kingdom
+$442K
4
LCM
Landscape Capital Management
New Jersey
+$399K
5
RJA
Raymond James & Associates
Florida
+$329K

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$12.7M
2
PP
Patten & Patten
Tennessee
-$9.92M
3
OCM
Orleans Capital Management
Louisiana
-$2.39M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.39M
5
Wells Fargo
Wells Fargo
California
-$934K
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$244K +$244K +13,311 New
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$233K -$1.45K -79 -0.6%
CAN
28
Cetera Advisor Networks
California
$233K +$233K +12,700 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$219K +$20.1K +1,097 +10%
CBOR
30
Community Bank of Raymore
Missouri
$215K -$91.5K -5,000 -30%
IFWM
31
Institute for Wealth Management
Colorado
$201K -$3.67K -200 -2%
WEC
32
Winslow Evans & Crocker
Massachusetts
$194K -$5.54K -300 -3%
FAM
33
Formidable Asset Management
Ohio
$191K +$191K +10,450 New
ASN
34
Advisory Services Network
Georgia
$130K +$119K +6,517 +1,108%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$96K +$96K +5,260 New
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$85K – – –
EP
37
Eudaimonia Partners
Tennessee
$50K +$9.5K +513 +23%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$46K -$462K -26,989 -91%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$29K +$18.1K +1,000 +167%
GWM
40
Geneos Wealth Management
Colorado
$28K +$9.3K +500 +50%
APA
41
American Portfolios Advisors
New York
$22K +$5.96K +325 +37%
NFG
42
Next Financial Group
Texas
$17K +$17K +900 New
BFEC
43
Benjamin F. Edwards & Company
Missouri
$15K -$5.73K -322 -28%
RFM
44
Royal Fund Management
Florida
$15K – – –
OC
45
Oakworth Capital
Alabama
$13K – – –
GI
46
Gradient Investments
Minnesota
$10K +$10K +550 New
WQ
47
Wealth Quarterback
New Jersey
$8.16K +$128 +7 +2%
TF
48
TimeScale Financial
Massachusetts
$8K -$6.11K -343 -43%
AF
49
Advisornet Financial
Minnesota
$8K +$112 +6 +1%
TPCW
50
TD Private Client Wealth
New York
$7.91K – – –
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