BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

68 hedge funds and large institutions have $134M invested in John Hancock Financial Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 9 closing their positions.

Holders
68
Holders Change
–
Holders Change %
0%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
25
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$57.8M
2
Wells Fargo
2
Wells Fargo
California
$10.9M
3
WAM
3
Wolverine Asset Management
Illinois
$1.1M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$8.59M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$999K

Top Sellers

1
FAM
1
Formidable Asset Management
Ohio
$0
2
SI
2
Stephens Inc
Arkansas
$284K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$13.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Truist Financial
5
Truist Financial
North Carolina
$465K
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$400K 10,651 -949 -8%
CAG
27
Csenge Advisory Group
Florida
$400K 10,483 +3,366 +47%
WS
28
Wedbush Securities
California
$367K 9,786 +909 +10%
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$361K 9,625 -1,723 -15%
HighTower Advisors
30
HighTower Advisors
Illinois
$358K 9,521 +3,860 +68%
PG
31
Patten Group
Tennessee
$324K 8,625 +100 +1%
PWM
32
PRW Wealth Management
Massachusetts
$324K 8,625 +8,625 New
SI
33
Stephens Inc
Arkansas
$284K 7,574 -36,562 -83%
OC
34
Oppenheimer & Co
New York
$281K 7,485 +56 +0.8%
MC
35
Moors & Cabot
Massachusetts
$270K 7,205 +400 +6%
Invesco
36
Invesco
Georgia
$243K 6,475 -1,869 -22%
NB
37
Nicolet Bankshares
Wisconsin
$225K 5,985 -125 -2%
Creative Planning
38
Creative Planning
Kansas
$216K 5,750 -305 -5%
GC
39
Guggenheim Capital
Illinois
$214K 5,693 -332 -6%
AF
40
Advisornet Financial
Minnesota
$155K 4,127 +6 +0.1%
Osaic Holdings
41
Osaic Holdings
Arizona
$140K 3,755 -941 -20%
BAM
42
Belpointe Asset Management
Nevada
$131K 3,500 +3,500 New
ASN
43
Advisory Services Network
Georgia
$101K 2,693 +2,693 New
AF
44
Allworth Financial
California
$86K 2,285 +2,185 +2,185%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$85K 2,270 – –
NFG
46
Next Financial Group
Texas
$81K 2,159 -6,256 -74%
FIA
47
FNY Investment Advisers
New York
$75K 2,000 -1,153 -37%
APA
48
American Portfolios Advisors
New York
$73.2K 1,949 +364 +23%
CFA
49
Carroll Financial Associates
North Carolina
$71K 1,910 +1,910 New
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$51K 1,355 – –
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