BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

68 hedge funds and large institutions have $173M invested in John Hancock Financial Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
29
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$74.9M
2
Stifel Financial
2
Stifel Financial
Missouri
$2.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.88M
4
Millennium Management
4
Millennium Management
New York
$488K
5
Bank of America
5
Bank of America
North Carolina
$8.73M

Top Sellers

1
CAG
1
Csenge Advisory Group
Florida
$400K
2
Wells Fargo
2
Wells Fargo
California
$13.3M
3
CBOR
3
Community Bank of Raymore
Missouri
$0
4
FC
4
FCA Corp
Texas
$3.95M
5
NSAM
5
North Star Asset Management
Wisconsin
$4.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
26
Millennium Management
New York
$488K +$488K +10,483 New
SI
27
Stephens Inc
Arkansas
$479K +$18.7K +400 +4%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$478K +$25.9K +555 +6%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$475K +$11.1K +239 +2%
Truist Financial
30
Truist Financial
North Carolina
$467K -$58K -1,245 -11%
AWE
31
Avidian Wealth Enterprises
Texas
$462K +$462K +9,906 New
JWCA
32
J.W. Cole Advisors
Florida
$451K +$43.1K +926 +11%
PAG
33
Private Advisor Group
New Jersey
$431K -$12.4K -266 -3%
CAG
34
Csenge Advisory Group
Florida
$400K -$579K -15,172 -59%
OC
35
Oppenheimer & Co
New York
$353K +$2.14K +46 +0.6%
Creative Planning
36
Creative Planning
Kansas
$352K – – –
PG
37
Patten Group
Tennessee
$341K -$45.8K -983 -12%
C
38
Certuity
Florida
$314K +$314K +6,743 New
MC
39
Moors & Cabot
Massachusetts
$308K -$28K -600 -8%
Osaic Holdings
40
Osaic Holdings
Arizona
$257K +$71.9K +1,541 +39%
AF
41
Advisornet Financial
Minnesota
$193K +$326 +7 +0.2%
CF
42
Centaurus Financial
California
$113K +$2.48K +53 +2%
AF
43
Allworth Financial
California
$109K +$1.26K +27 +1%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$106K +$106K +2,270 New
BFC
45
Bedel Financial Consulting
Indiana
$98K +$98K +2,100 New
TWM
46
Tradition Wealth Management
Minnesota
$95K +$95K +2,030 New
APA
47
American Portfolios Advisors
New York
$65.9K +$17.2K +369 +35%
CFA
48
Carroll Financial Associates
North Carolina
$37K +$19.5K +455 +111%
WFS
49
Widmann Financial Services
Maryland
$34K +$34K +750 New
OC
50
Oakworth Capital
Alabama
$33K – – –
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2
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