BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

70 hedge funds and large institutions have $148M invested in John Hancock Financial Opportunities Fund in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 11 closing their positions.

Holders
70
Holders Change
+5
Holders Change %
+7.69%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
25
Reduced
11
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$1.36M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$12.7M
3
CA
3
Cetera Advisors
Colorado
$889K
4
Truist Financial
4
Truist Financial
North Carolina
$623K
5
RJA
5
Raymond James & Associates
Florida
$7.74M

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$0
2
Bank of America
2
Bank of America
North Carolina
$4.38M
3
Cohen & Steers
3
Cohen & Steers
New York
$2.81M
4
UBS Group
4
UBS Group
Switzerland
$2.65M
5
PAG
5
Private Advisor Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
51
Parallel Advisors
California
$41K – – –
GWM
52
Geneos Wealth Management
Colorado
$36K – – –
US Bancorp
53
US Bancorp
Minnesota
$35K – – –
APA
54
American Portfolios Advisors
New York
$31.8K – – –
RFM
55
Royal Fund Management
Florida
$30K – – –
TF
56
TimeScale Financial
Massachusetts
$28K +$212 +6 +0.8%
OC
57
Oakworth Capital
Alabama
$25K – – –
MPWT
58
MassMutual Private Wealth & Trust
Connecticut
$24K – – –
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$22K -$44K -1,200 -67%
ASN
60
Advisory Services Network
Georgia
$21K +$21K +588 New
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$18K +$18K +500 New
WQ
62
Wealth Quarterback
New Jersey
$15.9K +$15.9K +438 New
TPCW
63
TD Private Client Wealth
New York
$15.6K +$15.6K +431 New
AF
64
Advisornet Financial
Minnesota
$15K +$249 +7 +2%
CFGS
65
Concourse Financial Group Securities
Alabama
$15K +$15K +400 New
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$9K – – –
WCG
67
Weaver Consulting Group
California
$9K – – –
SFPG
68
Stonebridge Financial Planning Group
Florida
$9K +$9K +250 New
BWL
69
Bogart Wealth LLC
Virginia
$8K – – –
RMC
70
Resources Management Corp
Connecticut
$7K +$7K +200 New
WAM
71
Wolverine Asset Management
Illinois
– -$1.91M -59,360 Closed
PAG
72
Private Advisor Group
New Jersey
– -$462K -13,678 Closed
WAM
73
Weiss Asset Management
Massachusetts
– -$270K -8,400 Closed
HCM
74
Hudson Capital Management
New Jersey
– -$219K -6,814 Closed
CIAS
75
Capital Investment Advisory Services
North Carolina
– -$51K -1,598 Closed
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