BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

50 hedge funds and large institutions have $85.3M invested in John Hancock Financial Opportunities Fund in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-7
Holders Change %
-12.28%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
14
Reduced
16
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$9.85M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.78M
3
Morgan Stanley
3
Morgan Stanley
New York
$32M
4
FAM
4
Formidable Asset Management
Ohio
$1.32M
5
OCM
5
Orleans Capital Management
Louisiana
$462K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$6.26M
2
KIM
2
Karpus Investment Management
New York
$0
3
COLIM
3
City of London Investment Management
United Kingdom
$0
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
OA
5
Oxbow Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$295K +$4.38K +191 +2%
CBOR
27
Community Bank of Raymore
Missouri
$270K – – –
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$262K -$11.2K -488 -4%
IFWM
29
Institute for Wealth Management
Colorado
$251K – – –
DADC
30
D.A. Davidson & Co
Montana
$245K +$245K +10,675 New
MC
31
Moors & Cabot
Massachusetts
$213K +$213K +9,256 New
WEC
32
Winslow Evans & Crocker
Massachusetts
$207K -$34.5K -1,500 -14%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$123K +$2.77K +121 +2%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$85K – – –
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$54K – – –
AF
36
Advisornet Financial
Minnesota
$47K +$37.2K +1,613 +378%
EP
37
Eudaimonia Partners
Tennessee
$38K -$24.4K -1,055 -39%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$37K – – –
GWM
39
Geneos Wealth Management
Colorado
$36K +$4.22K +200 +13%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$28K +$8.33K +357 +42%
OC
41
Oakworth Capital
Alabama
$16K – – –
TF
42
TimeScale Financial
Massachusetts
$10K +$547 +26 +6%
TPCW
43
TD Private Client Wealth
New York
$9.89K – – –
CAN
44
Cetera Advisor Networks
California
$7K -$289K -12,400 -98%
WCG
45
Weaver Consulting Group
California
$7K – – –
PAG
46
Private Advisor Group
New Jersey
$6K +$6K +274 New
KFS
47
Kelly Financial Services
Massachusetts
$5.97K +$5.97K +260 New
BWL
48
Bogart Wealth LLC
Virginia
$5K – – –
AF
49
Allworth Financial
California
$2K – – –
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +80 New
1
2
3