BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

68 hedge funds and large institutions have $134M invested in John Hancock Financial Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 9 closing their positions.

Holders
68
Holders Change
–
Holders Change %
0%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
25
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$57.8M
2
Wells Fargo
2
Wells Fargo
California
$10.9M
3
WAM
3
Wolverine Asset Management
Illinois
$1.1M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$8.59M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$999K

Top Sellers

1
FAM
1
Formidable Asset Management
Ohio
$0
2
SI
2
Stephens Inc
Arkansas
$284K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$13.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Truist Financial
5
Truist Financial
North Carolina
$465K
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$32K 870 -1,200 -58%
BU
52
BBVA USA
Alabama
$28K 766 +766 New
OC
53
Oakworth Capital
Alabama
$26K 700 – –
ARMC
54
American Research & Management Company
Massachusetts
$23K 606 – –
CFGS
55
Concourse Financial Group Securities
Alabama
$22K 575 +75 +15%
TF
56
TimeScale Financial
Massachusetts
$19K 503 +7 +1%
BFEC
57
Benjamin F. Edwards & Company
Missouri
$18K 479 -400 -46%
TPCW
58
TD Private Client Wealth
New York
$16.2K 431 – –
WQ
59
Wealth Quarterback
New Jersey
$16K 413 +413 New
BWL
60
Bogart Wealth LLC
Virginia
$9K 231 – –
FF
61
FourThought Financial
Florida
$9K 255 – –
SBL
62
Sargent Bickham Lagudis
Colorado
$8K 200 – –
HCM
63
Highlander Capital Management
New Jersey
$7K 187 – –
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$5K 142 +142 New
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$3K 80 -1,875 -96%
GRP
66
Global Retirement Partners
California
$2K 46 – –
GKIM
67
GW&K Investment Management
Massachusetts
$1K 19 +19 New
FAM
68
Formidable Asset Management
Ohio
– – -63,750 Closed
Goldman Sachs
69
Goldman Sachs
New York
– – -10,165 Closed
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
– – -2,629 Closed
VFA
71
Valeo Financial Advisors
Indiana
– – -1,708 Closed
IAIM
72
International Assets Investment Management
Florida
– – -322 Closed
SFS
73
Sowell Financial Services
Arkansas
– – -312 Closed
WAP
74
Wealthcare Advisory Partners
Pennsylvania
– – -250 Closed
CTC
75
Central Trust Company
Missouri
– – -250 Closed
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3
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