BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

53 hedge funds and large institutions have $100M invested in John Hancock Financial Opportunities Fund in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
11
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$1.48M
2
Morgan Stanley
2
Morgan Stanley
New York
$42.9M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.37M
4
LPL Financial
4
LPL Financial
California
$1.08M
5
NB
5
Nicolet Bankshares
Wisconsin
$390K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$10.5M
2
CA
2
Cornerstone Advisors
North Carolina
$0
3
DA
3
Doliver Advisors
Texas
$0
4
Invesco
4
Invesco
Georgia
$1.63M
5
PP
5
Patten & Patten
Tennessee
$8.86M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$42.9M 1,531,562 +50,840 +3%
Wells Fargo
2
Wells Fargo
California
$10.5M 373,221 -73,647 -16%
PP
3
Patten & Patten
Tennessee
$8.86M 316,037 -6,010 -2%
Bank of America
4
Bank of America
North Carolina
$6.35M 226,504 -4,477 -2%
NSAM
5
North Star Asset Management
Wisconsin
$6.31M 225,153 -3,895 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.85M 137,475 -4,873 -3%
FC
7
FCA Corp
Texas
$3.07M 109,465 -4,521 -4%
OCM
8
Orleans Capital Management
Louisiana
$1.92M 68,653 -268 -0.4%
UBS Group
9
UBS Group
Switzerland
$1.65M 58,931 +4,997 +9%
Invesco
10
Invesco
Georgia
$1.63M 58,116 -7,545 -11%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$1.48M 52,742 +52,742 New
RJA
12
Raymond James & Associates
Florida
$1.44M 51,359 +12,357 +32%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.37M 48,914 +48,914 New
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.11M 39,448 +500 +1%
LPL Financial
15
LPL Financial
California
$1.08M 39,369 +17,752 +82%
PVWM
16
Point View Wealth Management
New Jersey
$971K 34,655 -70 -0.2%
HSBC Holdings
17
HSBC Holdings
United Kingdom
$956K 34,110 – –
PG
18
Patten Group
Tennessee
$647K 23,080 – –
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$578K 20,636 +1,501 +8%
CBOR
20
Community Bank of Raymore
Missouri
$504K 17,900 – –
BTS
21
BB&T Securities
Virginia
$392K 14,017 -2,989 -18%
NB
22
Nicolet Bankshares
Wisconsin
$390K 16,910 +16,910 New
CWM
23
Concert Wealth Management
California
$325K 11,574 – –
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$309K 11,016 +613 +6%
WS
25
Wedbush Securities
California
$247K 8,824 +32 +0.4%
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