BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

57 hedge funds and large institutions have $60.1M invested in John Hancock Financial Opportunities Fund in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 23 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-13
Holders Change %
-18.57%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
14
Reduced
23
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$987K
2
Bank of America
Bank of America
North Carolina
+$765K
3
COLIM
City of London Investment Management
United Kingdom
+$442K
4
LCM
Landscape Capital Management
New Jersey
+$399K
5
RJA
Raymond James & Associates
Florida
+$329K

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$12.7M
2
PP
Patten & Patten
Tennessee
-$9.92M
3
OCM
Orleans Capital Management
Louisiana
-$2.39M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.39M
5
Wells Fargo
Wells Fargo
California
-$934K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
51
Concourse Financial Group Securities
Alabama
$7K – – –
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$5K – – –
WCG
53
Weaver Consulting Group
California
$5K – – –
SFPG
54
Stonebridge Financial Planning Group
Florida
$5K – – –
BWL
55
Bogart Wealth LLC
Virginia
$4K – – –
RMC
56
Resources Management Corp
Connecticut
$4K – – –
AF
57
Allworth Financial
California
$2K +$2K +100 New
RJFSA
58
Raymond James Financial Services Advisors
Florida
– -$12.7M -350,653 Closed
PP
59
Patten & Patten
Tennessee
– -$9.92M -273,250 Closed
OCM
60
Orleans Capital Management
Louisiana
– -$2.39M -65,833 Closed
CA
61
Cetera Advisors
Colorado
– -$889K -24,405 Closed
PG
62
Patten Group
Tennessee
– -$515K -14,195 Closed
SMH
63
Sanders Morris Harris
Texas
– -$456K -12,386 Closed
NB
64
Nicolet Bankshares
Wisconsin
– -$420K -11,575 Closed
WS
65
Wedbush Securities
California
– -$349K -9,621 Closed
DADC
66
D.A. Davidson & Co
Montana
– -$319K -8,796 Closed
BSW
67
Buckingham Strategic Wealth
Missouri
– -$239K -6,573 Closed
P
68
&Partners
Tennessee
– -$231K -6,375 Closed
PPA
69
Parametric Portfolio Associates
Washington
– -$201K -5,538 Closed
FIA
70
FNY Investment Advisers
New York
– -$127K -3,515 Closed
AA
71
Ancora Advisors
Ohio
– -$105K -2,900 Closed
FHA
72
Flagship Harbor Advisors
Massachusetts
– -$73K -2,014 Closed
CHAM
73
Clear Harbor Asset Management
Connecticut
– -$71.8K -1,977 Closed
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
– -$64K -1,776 Closed
PA
75
Parallel Advisors
California
– -$41K -1,125 Closed
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