BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

49 hedge funds and large institutions have $84.7M invested in John Hancock Financial Opportunities Fund in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
9
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LAM
1
Lebenthal Asset Management
New York
$2.32M
2
LH
2
Lebenthal Holdings
New York
$2.32M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$1.97M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$2.86M
5
UR
5
USCA RIA
Texas
$378K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$6.01M
2
DA
2
Doliver Advisors
Texas
$729K
3
NSAM
3
North Star Asset Management
Wisconsin
$5.03M
4
LPL Financial
4
LPL Financial
California
$576K
5
WAM
5
Wolverine Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$30.8M 1,199,881 +5,300 +0.4%
PP
2
Patten & Patten
Tennessee
$7.85M 306,040 -4,632 -1%
Wells Fargo
3
Wells Fargo
California
$6.01M 234,505 -121,950 -34%
Bank of America
4
Bank of America
North Carolina
$5.75M 224,061 -10,282 -4%
NSAM
5
North Star Asset Management
Wisconsin
$5.03M 196,102 -22,225 -10%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.21M 125,016 -11,659 -9%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$2.86M 111,420 +61,039 +121%
FC
8
FCA Corp
Texas
$2.73M 106,560 -11,860 -10%
LAM
9
Lebenthal Asset Management
New York
$2.32M 90,486 +90,486 New
LH
10
Lebenthal Holdings
New York
$2.32M 90,486 +90,486 New
Bank of Nova Scotia
11
Bank of Nova Scotia
Ontario, Canada
$1.97M 76,710 +76,710 New
OCM
12
Orleans Capital Management
Louisiana
$1.73M 67,612 +445 +0.7%
RJA
13
Raymond James & Associates
Florida
$1.5M 58,561 +13,600 +30%
UBS Group
14
UBS Group
Switzerland
$1.36M 53,127 -5,695 -10%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$1.35M 52,492 -250 -0.5%
Invesco
16
Invesco
Georgia
$1.26M 48,970 -3,053 -6%
PVWM
17
Point View Wealth Management
New Jersey
$889K 34,655 – –
DA
18
Doliver Advisors
Texas
$729K 28,254 -58,177 -67%
LPL Financial
19
LPL Financial
California
$576K 22,840 -21,273 -48%
PG
20
Patten Group
Tennessee
$495K 19,315 -3,165 -14%
CBOR
21
Community Bank of Raymore
Missouri
$462K 17,900 – –
NB
22
Nicolet Bankshares
Wisconsin
$428K 16,710 -200 -1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$378K 14,727 -4,910 -25%
UR
24
USCA RIA
Texas
$378K 14,725 +14,725 New
WEC
25
Winslow Evans & Crocker
Massachusetts
$354K 13,802 +9,701 +237%
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