BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

68 hedge funds and large institutions have $136M invested in John Hancock Financial Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
68
Holders Change
+14
Holders Change %
+25.93%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
19
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$56.3M
2
Wells Fargo
2
Wells Fargo
California
$9.85M
3
PGFC
3
Peapack-Gladstone Financial Corp
New Jersey
$877K
4
WI
4
Wintrust Investments
Illinois
$746K
5
First Trust Advisors
5
First Trust Advisors
Illinois
$474K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$14.5M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.93M
3
Cohen & Steers
3
Cohen & Steers
New York
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
UBS Group
5
UBS Group
Switzerland
$1.74M
Name Market Value Shares Shares
Change 		Shares
Change %
IFWM
26
Institute for Wealth Management
Colorado
$421K 10,943 – –
DADC
27
D.A. Davidson & Co
Montana
$418K 10,887 -134 -1%
Ameriprise
28
Ameriprise
Minnesota
$411K 10,686 +720 +7%
Goldman Sachs
29
Goldman Sachs
New York
$391K 10,165 +10,165 New
WS
30
Wedbush Securities
California
$341K 8,877 +8 +0.1%
PG
31
Patten Group
Tennessee
$328K 8,525 +8,525 New
NFG
32
Next Financial Group
Texas
$323K 8,415 +6,445 +327%
Invesco
33
Invesco
Georgia
$321K 8,344 -4,291 -34%
OC
34
Oppenheimer & Co
New York
$286K 7,429 +7,429 New
CAG
35
Csenge Advisory Group
Florida
$278K 7,117 +7,117 New
MC
36
Moors & Cabot
Massachusetts
$260K 6,805 +6,805 New
NB
37
Nicolet Bankshares
Wisconsin
$235K 6,110 +6,110 New
Creative Planning
38
Creative Planning
Kansas
$233K 6,055 +6,055 New
GC
39
Guggenheim Capital
Illinois
$232K 6,025 +6,025 New
HighTower Advisors
40
HighTower Advisors
Illinois
$218K 5,661 +5,661 New
Osaic Holdings
41
Osaic Holdings
Arizona
$179K 4,696 -1,088 -19%
AF
42
Advisornet Financial
Minnesota
$158K 4,121 +9 +0.2%
FIA
43
FNY Investment Advisers
New York
$121K 3,153 +2,464 +358%
WAM
44
Wolverine Asset Management
Illinois
$114K 2,977 +2,977 New
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$102K 2,629 -8 -0.3%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$85K 2,270 – –
GWM
47
Geneos Wealth Management
Colorado
$80K 2,070 +365 +21%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$75K 1,955 -1,281 -40%
VFA
49
Valeo Financial Advisors
Indiana
$66K 1,708 +1,708 New
APA
50
American Portfolios Advisors
New York
$60.9K 1,585 +456 +40%
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