BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

53 hedge funds and large institutions have $75M invested in John Hancock Financial Opportunities Fund in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.26M
2
SI
2
Stephens Inc
Arkansas
$637K
3
CAN
3
Cetera Advisor Networks
California
$414K
4
ASN
4
Advisory Services Network
Georgia
$170K
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$84K

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$2.35M
2
FAM
2
Formidable Asset Management
Ohio
$0
3
Wells Fargo
3
Wells Fargo
California
$5.1M
4
Citigroup
4
Citigroup
New York
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$144K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$251K +$5.71K +266 +2%
Ameriprise
27
Ameriprise
Minnesota
$247K -$64.7K -3,019 -21%
DADC
28
D.A. Davidson & Co
Montana
$242K +$13.4K +627 +6%
IFWM
29
Institute for Wealth Management
Colorado
$235K – – –
ASN
30
Advisory Services Network
Georgia
$170K +$170K +7,950 New
Osaic Holdings
31
Osaic Holdings
Arizona
$144K -$365K -17,144 -72%
WEC
32
Winslow Evans & Crocker
Massachusetts
$124K -$68.4K -3,200 -36%
AF
33
Advisornet Financial
Minnesota
$105K +$61.3K +2,861 +140%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$85K – – –
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$84K +$82.3K +3,848 +4,810%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$60K -$1.16K -51 -2%
CHAM
37
Clear Harbor Asset Management
Connecticut
$38.4K +$38.4K +1,794 New
EP
38
Eudaimonia Partners
Tennessee
$36K +$729 +34 +2%
GWM
39
Geneos Wealth Management
Colorado
$34K – – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$33K -$1.62K -75 -5%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$30K -$85.3K -3,981 -74%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$26K – – –
NFG
43
Next Financial Group
Texas
$19K +$19K +900 New
OC
44
Oakworth Capital
Alabama
$15K – – –
ARMC
45
American Research & Management Company
Massachusetts
$13K +$13K +606 New
TF
46
TimeScale Financial
Massachusetts
$10K +$246 +12 +3%
TPCW
47
TD Private Client Wealth
New York
$9.24K – – –
TCM
48
Tradewinds Capital Management
Washington
$7K +$7K +328 New
WCG
49
Weaver Consulting Group
California
$6K – – –
LGWM
50
Litman Gregory Wealth Management
California
$6K +$6K +276 New
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2
3