BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

46 hedge funds and large institutions have $88M invested in John Hancock Financial Opportunities Fund in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 13 closing their positions.

Holders
46
Holders Change
-9
Holders Change %
-16.36%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
12
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.9M
2
Wells Fargo
2
Wells Fargo
California
$4.9M
3
Bank of America
3
Bank of America
North Carolina
$5.65M
4
RJA
4
Raymond James & Associates
Florida
$1.43M
5
VKH
5
Virtu KCG Holdings
New York
$276K

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$0
2
KIM
2
Karpus Investment Management
New York
$0
3
CA
3
Cornerstone Advisors
North Carolina
$1.12M
4
CCP
4
Clough Capital Partners
Massachusetts
$0
5
COLIM
5
City of London Investment Management
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$36.9M 1,355,629 +340,966 +34%
PP
2
Patten & Patten
Tennessee
$8.93M 328,335 -3,665 -1%
NSAM
3
North Star Asset Management
Wisconsin
$6.27M 230,573 -18,552 -7%
Bank of America
4
Bank of America
North Carolina
$5.65M 207,878 +20,984 +11%
Wells Fargo
5
Wells Fargo
California
$4.9M 180,304 +28,226 +19%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.12M 114,861 +3,977 +4%
FC
7
FCA Corp
Texas
$3.09M 113,419 -1,077 -0.9%
LH
8
Lebenthal Holdings
New York
$2.35M 86,436 -17,819 -17%
Invesco
9
Invesco
Georgia
$1.93M 71,042 +3,773 +6%
OCM
10
Orleans Capital Management
Louisiana
$1.92M 70,543 -2,126 -3%
UBS Group
11
UBS Group
Switzerland
$1.53M 56,180 -2,704 -5%
RJA
12
Raymond James & Associates
Florida
$1.43M 52,634 +20,167 +62%
CA
13
Cornerstone Advisors
North Carolina
$1.12M 41,016 -83,553 -67%
PVWM
14
Point View Wealth Management
New Jersey
$1.05M 38,720 -353 -0.9%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$1.02M 37,673 -818 -2%
LPL Financial
16
LPL Financial
California
$981K 35,831 +476 +1%
HSBC Holdings
17
HSBC Holdings
United Kingdom
$928K 34,110 – –
PG
18
Patten Group
Tennessee
$628K 23,080 -1,600 -6%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$490K 18,031 -6,200 -26%
BTS
20
BB&T Securities
Virginia
$483K 17,793 +1,010 +6%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$482K 17,726 +609 +4%
CBOR
22
Community Bank of Raymore
Missouri
$458K 16,900 – –
CWM
23
Concert Wealth Management
California
$316K 11,574 – –
VKH
24
Virtu KCG Holdings
New York
$276K 10,153 +10,153 New
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$263K 9,683 +9,683 New
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