BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

61 hedge funds and large institutions have $112M invested in John Hancock Financial Opportunities Fund in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-7
Holders Change %
-10.29%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
16
Reduced
19
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$4.76M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$8.16M
3
Stifel Financial
3
Stifel Financial
Missouri
$894K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.6M
5
WAM
5
Weiss Asset Management
Massachusetts
$677K

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$5.72M
2
Morgan Stanley
2
Morgan Stanley
New York
$39.6M
3
AFA
3
Arlington Financial Advisors
California
$0
4
CCP
4
Clough Capital Partners
Massachusetts
$0
5
Bank of America
5
Bank of America
North Carolina
$7.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHJ
51
Sharkey, Howes & Javer
Colorado
$12K – – –
AF
52
Advisornet Financial
Minnesota
$11K +$11K +400 New
BFEC
53
Benjamin F. Edwards & Company
Missouri
$9K +$9K +331 New
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$7K – – –
BWL
55
Bogart Wealth LLC
Virginia
$6K – – –
US Bancorp
56
US Bancorp
Minnesota
$3K -$3.03K -113 -50%
CIAS
57
Capital Investment Advisory Services
North Carolina
$3K +$3K +100 New
JA
58
JOYN Advisors
Georgia
$1K -$7.8K -304 -89%
NSIM
59
North Star Investment Management
Illinois
$1K – – –
GT
60
Glenmede Trust
Pennsylvania
$27 – – –
AFA
61
Arlington Financial Advisors
California
– -$1.77M -49,611 Closed
CCP
62
Clough Capital Partners
Massachusetts
– -$1.01M -27,300 Closed
NMC
63
Nine Masts Capital
Hong Kong
– -$673K -18,200 Closed
FAM
64
Formidable Asset Management
Ohio
– -$611K -16,590 Closed
MML Investors Services
65
MML Investors Services
Massachusetts
– -$571K -15,419 Closed
Creative Planning
66
Creative Planning
Kansas
– -$446K -12,053 Closed
IFWM
67
Institute for Wealth Management
Colorado
– -$413K -11,143 Closed
WAM
68
Wolverine Asset Management
Illinois
– -$378K -10,218 Closed
Ameriprise
69
Ameriprise
Minnesota
– -$289K -7,815 Closed
HCM
70
Hudson Capital Management
New Jersey
– -$260K -7,014 Closed
BSW
71
Buckingham Strategic Wealth
Missouri
– -$243K -6,573 Closed
Bank of Nova Scotia
72
Bank of Nova Scotia
Ontario, Canada
– -$212K -5,730 Closed
PPA
73
Parametric Portfolio Associates
Washington
– -$209K -5,646 Closed
AA
74
Ancora Advisors
Ohio
– -$185K -5,000 Closed
SPIA
75
Steward Partners Investment Advisory
New York
– -$75K -2,016 Closed
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