BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

47 hedge funds and large institutions have $78.6M invested in John Hancock Financial Opportunities Fund in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
47
Holders Change
-6
Holders Change %
-11.32%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
8
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DA
1
Doliver Advisors
Texas
$2.1M
2
WAM
2
Wolverine Asset Management
Illinois
$492K
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$1.22M
4
FC
4
FCA Corp
Texas
$2.88M
5
Bank of America
5
Bank of America
North Carolina
$5.69M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$29M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$272K
4
Wells Fargo
4
Wells Fargo
California
$8.66M
5
WS
5
Wedbush Securities
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$29M 1,194,581 -336,981 -22%
Wells Fargo
2
Wells Fargo
California
$8.66M 356,455 -16,766 -4%
PP
3
Patten & Patten
Tennessee
$7.55M 310,672 -5,365 -2%
Bank of America
4
Bank of America
North Carolina
$5.69M 234,343 +7,839 +3%
NSAM
5
North Star Asset Management
Wisconsin
$5.31M 218,327 -6,826 -3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.32M 136,675 -800 -0.6%
FC
7
FCA Corp
Texas
$2.88M 118,420 +8,955 +8%
DA
8
Doliver Advisors
Texas
$2.1M 86,431 +86,431 New
OCM
9
Orleans Capital Management
Louisiana
$1.63M 67,167 -1,486 -2%
UBS Group
10
UBS Group
Switzerland
$1.43M 58,822 -109 -0.2%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$1.28M 52,742 – –
Invesco
12
Invesco
Georgia
$1.26M 52,023 -6,093 -10%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.22M 50,381 +10,933 +28%
RJA
14
Raymond James & Associates
Florida
$1.09M 44,961 -6,398 -12%
LPL Financial
15
LPL Financial
California
$1.05M 44,113 +4,744 +12%
PVWM
16
Point View Wealth Management
New Jersey
$842K 34,655 – –
PG
17
Patten Group
Tennessee
$546K 22,480 -600 -3%
WAM
18
Wolverine Asset Management
Illinois
$492K 20,269 +20,269 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$477K 19,637 -999 -5%
CBOR
20
Community Bank of Raymore
Missouri
$433K 17,900 – –
NB
21
Nicolet Bankshares
Wisconsin
$411K 16,910 – –
BTS
22
BB&T Securities
Virginia
$340K 14,031 +14 +0.1%
JPMPWA
23
J.P. Morgan Private Wealth Advisors
California
$315K 12,952 +1,936 +18%
CWM
24
Concert Wealth Management
California
$278K 11,479 -95 -0.8%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$272K 11,196 -37,718 -77%
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