BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

48 hedge funds and large institutions have $123M invested in John Hancock Financial Opportunities Fund in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
48
Holders Change
+4
Holders Change %
+9.09%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
18
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$50.9M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$5.35M
3
Wells Fargo
3
Wells Fargo
California
$10.1M
4
Bank of America
4
Bank of America
North Carolina
$9.96M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.38M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$0
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$0
3
LAM
3
Lebenthal Asset Management
New York
$2.42M
4
NSAM
4
North Star Asset Management
Wisconsin
$6.39M
5
UR
5
USCA RIA
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$50.9M +$3.91M +107,817 +8%
PP
2
Patten & Patten
Tennessee
$11.3M +$110K +3,035 +1%
Wells Fargo
3
Wells Fargo
California
$10.1M +$1.18M +32,587 +13%
Bank of America
4
Bank of America
North Carolina
$9.96M +$1.09M +30,165 +12%
NSAM
5
North Star Asset Management
Wisconsin
$6.39M -$436K -12,025 -6%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$5.35M +$2.73M +75,204 +104%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.01M -$76K -2,095 -2%
FC
8
FCA Corp
Texas
$3.85M +$13.1K +360 +0.3%
RJA
9
Raymond James & Associates
Florida
$2.57M +$673K +18,542 +35%
UBS Group
10
UBS Group
Switzerland
$2.53M +$126K +3,481 +5%
OCM
11
Orleans Capital Management
Louisiana
$2.45M +$5.44K +150 +0.2%
LAM
12
Lebenthal Asset Management
New York
$2.42M -$858K -23,662 -26%
LPL Financial
13
LPL Financial
California
$1.41M -$108K -2,978 -7%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.38M +$939K +25,890 +214%
PVWM
15
Point View Wealth Management
New Jersey
$1.22M -$30.9K -851 -2%
PG
16
Patten Group
Tennessee
$678K -$27.6K -750 -4%
CBOR
17
Community Bank of Raymore
Missouri
$613K -$36.3K -1,000 -6%
WEC
18
Winslow Evans & Crocker
Massachusetts
$606K +$90.7K +2,500 +18%
Invesco
19
Invesco
Georgia
$571K -$248K -6,842 -30%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$568K +$190K +5,247 +50%
NB
21
Nicolet Bankshares
Wisconsin
$547K -$53.7K -1,480 -9%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$503K -$35.2K -972 -7%
SWP
23
Stratos Wealth Partners
Ohio
$487K +$487K +13,420 New
CWM
24
Concert Wealth Management
California
$417K – – –
WS
25
Wedbush Securities
California
$379K +$95.1K +2,623 +33%
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