BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

48 hedge funds and large institutions have $123M invested in John Hancock Financial Opportunities Fund in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+4
Holders Change %
+9.09%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
18
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$50.9M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$5.35M
3
Wells Fargo
Wells Fargo
California
$10.1M
4
Bank of America
Bank of America
North Carolina
$9.96M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$1.38M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0
2
Baird Financial Group
Baird Financial Group
Wisconsin
$0
3
LAM
Lebenthal Asset Management
New York
$2.42M
4
NSAM
North Star Asset Management
Wisconsin
$6.39M
5
UR
USCA RIA
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GW
51
GW & Wade
Massachusetts
– -$319K -11,500 Closed
JIR
52
James Investment Research
Ohio
– -$43K -1,557 Closed
AIM
53
Advantage Investment Management
Iowa
– -$6K -209 Closed
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