BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

65 hedge funds and large institutions have $131M invested in John Hancock Financial Opportunities Fund in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 12 closing their positions.

Holders
65
Holders Change
-6
Holders Change %
-8.45%
% of All Funds
1.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
19
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$12.2M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$830K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.4M
4
OA
4
Oxbow Advisors
Texas
$673K
5
SPIA
5
Steward Partners Investment Advisory
New York
$787K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$43M
2
Bank of America
2
Bank of America
North Carolina
$5.04M
3
Millennium Management
3
Millennium Management
New York
$0
4
Cohen & Steers
4
Cohen & Steers
New York
$3.62M
5
UBS Group
5
UBS Group
Switzerland
$2.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
51
American Portfolios Advisors
New York
$28.1K – – –
BFEC
52
Benjamin F. Edwards & Company
Missouri
$28K – – –
RFM
53
Royal Fund Management
Florida
$27K – – –
TF
54
TimeScale Financial
Massachusetts
$25K +$11.4K +358 +84%
OC
55
Oakworth Capital
Alabama
$23K – – –
MPWT
56
MassMutual Private Wealth & Trust
Connecticut
$21K +$21K +650 New
AF
57
Advisornet Financial
Minnesota
$13K +$220 +7 +2%
WCG
58
Weaver Consulting Group
California
$10K – – –
TRCT
59
Tower Research Capital (TRC)
New York
$9K +$9K +293 New
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$8K – – –
BWL
61
Bogart Wealth LLC
Virginia
$7K – – –
TFGT
62
TS Financial Group (TSFG)
Illinois
$5K +$5K +152 New
NFG
63
Next Financial Group
Texas
$2K – – –
NSIM
64
North Star Investment Management
Illinois
$2K +$2K +47 New
GT
65
Glenmede Trust
Pennsylvania
$32 – – –
Millennium Management
66
Millennium Management
New York
– -$732K -22,726 Closed
DA
67
Doliver Advisors
Texas
– -$237K -7,348 Closed
FIA
68
FNY Investment Advisers
New York
– -$129K -4,033 Closed
SIS
69
Sound Income Strategies
Florida
– -$89K -2,750 Closed
ESB
70
Essex Savings Bank
Connecticut
– -$29K -900 Closed
RIA
71
Realta Investment Advisors
Delaware
– -$13K -441 Closed
SHJ
72
Sharkey, Howes & Javer
Colorado
– -$13K -412 Closed
CFGS
73
Concourse Financial Group Securities
Alabama
– -$13K -400 Closed
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
– -$6K -200 Closed
JFA
75
JNBA Financial Advisors
Minnesota
– -$6K -193 Closed
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