BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

68 hedge funds and large institutions have $173M invested in John Hancock Financial Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
29
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$74.9M
2
Stifel Financial
2
Stifel Financial
Missouri
$2.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.88M
4
Millennium Management
4
Millennium Management
New York
$488K
5
Bank of America
5
Bank of America
North Carolina
$8.73M

Top Sellers

1
CAG
1
Csenge Advisory Group
Florida
$400K
2
Wells Fargo
2
Wells Fargo
California
$13.3M
3
CBOR
3
Community Bank of Raymore
Missouri
$0
4
FC
4
FCA Corp
Texas
$3.95M
5
NSAM
5
North Star Asset Management
Wisconsin
$4.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$31K – – –
HNB
52
Huntington National Bank
Ohio
$28K – – –
CFGS
53
Concourse Financial Group Securities
Alabama
$27K – – –
TF
54
TimeScale Financial
Massachusetts
$24K +$325 +7 +1%
BFEC
55
Benjamin F. Edwards & Company
Missouri
$22K – – –
TPCW
56
TD Private Client Wealth
New York
$20.1K – – –
FF
57
FourThought Financial
Florida
$12K – – –
JWA
58
JFS Wealth Advisors
Pennsylvania
$12K +$12K +252 New
BWL
59
Bogart Wealth LLC
Virginia
$11K – – –
HCM
60
Highlander Capital Management
New Jersey
$9K – – –
SBL
61
Sargent Bickham Lagudis
Colorado
$9K – – –
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$6K – – –
CA
63
Clearstead Advisors
Ohio
$6K +$6K +120 New
TCWM
64
Total Clarity Wealth Management
Illinois
$4K -$43.7K -929 -92%
WTC
65
WhitTier Trust Company
Nevada
$4K – – –
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$4K +$49 +1 +1%
CWS
67
Confluence Wealth Services
Pennsylvania
$3K +$3K +73 New
CA
68
CoreCap Advisors
Michigan
$2K +$2K +50 New
CF
69
Concorde Financial
Texas
$2K +$2K +50 New
CBOR
70
Community Bank of Raymore
Missouri
– -$478K -11,250 Closed
NB
71
Nicolet Bankshares
Wisconsin
– -$251K -5,910 Closed
GC
72
Guggenheim Capital
Illinois
– -$243K -5,726 Closed
CIA
73
Capital Investment Advisors
Georgia
– -$234K -5,500 Closed
TAM
74
Tucker Asset Management
Colorado
– -$73.8K -1,674 Closed
CAL
75
Capital Analysts LLC
Pennsylvania
– -$5K -118 Closed
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