BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

68 hedge funds and large institutions have $156M invested in John Hancock Financial Opportunities Fund in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 21 reducing their positions, and 7 closing their positions.

Holders
68
Holders Change
+7
Holders Change %
+11.48%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
11
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
1
Clough Capital Partners
Massachusetts
$1.01M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.27M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$828K
4
RJA
4
Raymond James & Associates
Florida
$11.6M
5
PAG
5
Private Advisor Group
New Jersey
$611K

Top Sellers

1
DA
1
Doliver Advisors
Texas
$0
2
NMC
2
Nine Masts Capital
Hong Kong
$673K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.64M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$571K
5
WAM
5
Wolverine Asset Management
Illinois
$378K
Name Market Value Shares Shares
Change 		Shares
Change %
GT
51
Glenmede Trust
Pennsylvania
$37K 1,000 – –
APA
52
American Portfolios Advisors
New York
$32.4K 875 – –
RFM
53
Royal Fund Management
Florida
$31K 848 – –
CFGS
54
Concourse Financial Group Securities
Alabama
$30K 800 +800 New
OC
55
Oakworth Capital
Alabama
$26K 700 – –
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$23K 609 – –
TPWA
57
TRUE Private Wealth Advisors
Oregon
$22.9K 612 +612 New
AG
58
Advisor Group
Arizona
$22K 609 +547 +882%
TNBTD
59
Trustmark National Bank Trust Department
Mississippi
$19K 500 +500 New
GWM
60
Geneos Wealth Management
Colorado
$18K 505 – –
SHJ
61
Sharkey, Howes & Javer
Colorado
$15K 412 – –
JA
62
JOYN Advisors
Georgia
$13K 343 – –
IGGA
63
Iron Gate Global Advisors
Utah
$13K 360 – –
BWL
64
Bogart Wealth LLC
Virginia
$9K 231 – –
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$9K 250 – –
US Bancorp
66
US Bancorp
Minnesota
$8K 225 -3,075 -93%
NFG
67
Next Financial Group
Texas
$6K 150 +150 New
NSIM
68
North Star Investment Management
Illinois
$2K 47 – –
DA
69
Doliver Advisors
Texas
– – -23,904 Closed
M&T Bank
70
M&T Bank
New York
– – -5,419 Closed
TRCT
71
Tower Research Capital (TRC)
New York
– – -1,509 Closed
SEI Investments
72
SEI Investments
Pennsylvania
– – -906 Closed
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– – -462 Closed
GTAM
74
Global Trust Asset Management
Florida
– – -250 Closed
RWP
75
RWA Wealth Partners
Massachusetts
– – -9 Closed
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3