BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

68 hedge funds and large institutions have $136M invested in John Hancock Financial Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
68
Holders Change
+14
Holders Change %
+25.93%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
19
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$56.3M
2
Wells Fargo
2
Wells Fargo
California
$9.85M
3
PGFC
3
Peapack-Gladstone Financial Corp
New Jersey
$877K
4
WI
4
Wintrust Investments
Illinois
$746K
5
First Trust Advisors
5
First Trust Advisors
Illinois
$474K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$14.5M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.93M
3
Cohen & Steers
3
Cohen & Steers
New York
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
UBS Group
5
UBS Group
Switzerland
$1.74M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$52K 1,355 +355 +36%
BFEC
52
Benjamin F. Edwards & Company
Missouri
$34K 879 -321 -27%
OC
53
Oakworth Capital
Alabama
$27K 700 – –
ARMC
54
American Research & Management Company
Massachusetts
$23K 606 – –
TF
55
TimeScale Financial
Massachusetts
$19K 496 +9 +2%
CFGS
56
Concourse Financial Group Securities
Alabama
$19K 500 +500 New
TPCW
57
TD Private Client Wealth
New York
$16.6K 431 – –
SFS
58
Sowell Financial Services
Arkansas
$12K 312 +312 New
IAIM
59
International Assets Investment Management
Florida
$10K 322 – –
CTC
60
Central Trust Company
Missouri
$10K 250 +250 New
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$10K 250 +250 New
BWL
62
Bogart Wealth LLC
Virginia
$9K 231 – –
FF
63
FourThought Financial
Florida
$9K 255 – –
EP
64
Eudaimonia Partners
Tennessee
$8K 198 -1,319 -87%
SBL
65
Sargent Bickham Lagudis
Colorado
$8K 200 +200 New
HCM
66
Highlander Capital Management
New Jersey
$7K 187 – –
AF
67
Allworth Financial
California
$4K 100 – –
GRP
68
Global Retirement Partners
California
$2K 46 – –
Cohen & Steers
69
Cohen & Steers
New York
– – -40,685 Closed
Millennium Management
70
Millennium Management
New York
– – -19,995 Closed
ASN
71
Advisory Services Network
Georgia
– – -4,509 Closed
KFS
72
Kelly Financial Services
Massachusetts
– – -267 Closed
PMFA
73
Plante Moran Financial Advisors
Michigan
– – – –
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3