BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

71 hedge funds and large institutions have $130M invested in John Hancock Financial Opportunities Fund in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 8 closing their positions.

Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
17
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$10.7M
2
WAM
2
Wolverine Asset Management
Illinois
$1.56M
3
Millennium Management
3
Millennium Management
New York
$732K
4
SMH
4
Sanders Morris Harris
Texas
$457K
5
SPIA
5
Steward Partners Investment Advisory
New York
$393K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$6.33M
2
Morgan Stanley
2
Morgan Stanley
New York
$44.4M
3
UBS Group
3
UBS Group
Switzerland
$3.21M
4
Cohen & Steers
4
Cohen & Steers
New York
$4.02M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
51
American Portfolios Advisors
New York
$28.2K – – –
BFEC
52
Benjamin F. Edwards & Company
Missouri
$28K – – –
RFM
53
Royal Fund Management
Florida
$27K – – –
OC
54
Oakworth Capital
Alabama
$23K – – –
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$19K – – –
GWM
56
Geneos Wealth Management
Colorado
$16K – – –
TF
57
TimeScale Financial
Massachusetts
$14K +$14K +428 New
CFGS
58
Concourse Financial Group Securities
Alabama
$13K -$19.5K -600 -60%
SHJ
59
Sharkey, Howes & Javer
Colorado
$13K – – –
AF
60
Advisornet Financial
Minnesota
$13K +$224 +7 +2%
RIA
61
Realta Investment Advisors
Delaware
$13K +$13K +441 New
WCG
62
Weaver Consulting Group
California
$9K – – –
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$8K – – –
BWL
64
Bogart Wealth LLC
Virginia
$7K – – –
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$6K – – –
JFA
66
JNBA Financial Advisors
Minnesota
$6K +$6K +193 New
CIAS
67
Capital Investment Advisory Services
North Carolina
$3K – – –
NFG
68
Next Financial Group
Texas
$2K +$2K +50 New
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$2K +$2K +50 New
GT
70
Glenmede Trust
Pennsylvania
$32 – – –
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
– -$247K -7,736 Closed
LFA
72
Legacy Financial Advisors
Kentucky
– -$73K -2,298 Closed
PCP
73
Proficio Capital Partners
Massachusetts
– -$64K -2,000 Closed
CJA
74
C-J Advisory
California
– -$28K -865 Closed
WCM
75
WealthBridge Capital Management
Ohio
– -$14K -424 Closed
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