BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

65 hedge funds and large institutions have $155M invested in John Hancock Financial Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 10 closing their positions.

Holders
65
Holders Change
-3
Holders Change %
-4.41%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$66.5M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$10.7M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$968K
4
Ameriprise
4
Ameriprise
Minnesota
$1.22M
5
CAG
5
Csenge Advisory Group
Florida
$1.12M

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$0
2
First Trust Advisors
2
First Trust Advisors
Illinois
$0
3
UBS Group
3
UBS Group
Switzerland
$1.5M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$0
5
PWM
5
PRW Wealth Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TF
51
TimeScale Financial
Massachusetts
$22K 510 +7 +1%
BU
52
BBVA USA
Alabama
$21K 495 -271 -35%
BFEC
53
Benjamin F. Edwards & Company
Missouri
$20K 479 – –
TPCW
54
TD Private Client Wealth
New York
$18.3K 431 – –
WQ
55
Wealth Quarterback
New Jersey
$18K 420 +7 +2%
CFA
56
Carroll Financial Associates
North Carolina
$17K 410 -1,500 -79%
BWL
57
Bogart Wealth LLC
Virginia
$10K 231 – –
FF
58
FourThought Financial
Florida
$10K 255 – –
SBL
59
Sargent Bickham Lagudis
Colorado
$9K 200 – –
HCM
60
Highlander Capital Management
New Jersey
$8K 187 – –
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$6K 142 – –
CAL
62
Capital Analysts LLC
Pennsylvania
$5K 118 +118 New
WTC
63
WhitTier Trust Company
Nevada
$4K 84 +84 New
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$3K 80 – –
GRP
65
Global Retirement Partners
California
$2K 46 – –
WAM
66
Wolverine Asset Management
Illinois
– – -29,365 Closed
First Trust Advisors
67
First Trust Advisors
Illinois
– – -26,599 Closed
HighTower Advisors
68
HighTower Advisors
Illinois
– – -9,521 Closed
PWM
69
PRW Wealth Management
Massachusetts
– – -8,625 Closed
BAM
70
Belpointe Asset Management
Nevada
– – -3,500 Closed
ASN
71
Advisory Services Network
Georgia
– – -2,693 Closed
FIA
72
FNY Investment Advisers
New York
– – -2,000 Closed
ARMC
73
American Research & Management Company
Massachusetts
– – -606 Closed
GKIM
74
GW&K Investment Management
Massachusetts
– – -19 Closed
Fidelity Investments
75
Fidelity Investments
Massachusetts
– – -4 Closed
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