BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

50 hedge funds and large institutions have $117M invested in John Hancock Financial Opportunities Fund in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
$879K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$5.77M
3
First Trust Advisors
First Trust Advisors
Illinois
$688K
4
RJA
Raymond James & Associates
Florida
$3.05M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$1.85M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$46.6M
2
LAM
Lebenthal Asset Management
New York
$1.24M
3
Invesco
Invesco
Georgia
$0
4
LPL Financial
LPL Financial
California
$873K
5
NSAM
North Star Asset Management
Wisconsin
$5.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$46.6M -$1.08M -31,667 -2%
PP
2
Patten & Patten
Tennessee
$10.6M +$7.31K +215 +0.1%
Wells Fargo
3
Wells Fargo
California
$10M +$502K +14,752 +5%
Bank of America
4
Bank of America
North Carolina
$8.93M -$409K -12,015 -4%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$5.77M +$755K +22,202 +15%
NSAM
6
North Star Asset Management
Wisconsin
$5.58M -$412K -12,125 -7%
FC
7
FCA Corp
Texas
$3.64M +$22.6K +666 +0.6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.58M -$176K -5,186 -5%
RJA
9
Raymond James & Associates
Florida
$3.05M +$642K +18,878 +27%
OCM
10
Orleans Capital Management
Louisiana
$2.22M -$75.6K -2,225 -3%
UBS Group
11
UBS Group
Switzerland
$2.2M -$170K -5,001 -7%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.85M +$557K +16,390 +43%
LAM
13
Lebenthal Asset Management
New York
$1.24M -$1.03M -30,173 -45%
PVWM
14
Point View Wealth Management
New Jersey
$1.17M +$25.5K +750 +2%
SWP
15
Stratos Wealth Partners
Ohio
$908K +$451K +13,272 +99%
WAM
16
Wolverine Asset Management
Illinois
$879K +$879K +25,867 New
LPL Financial
17
LPL Financial
California
$873K -$451K -13,307 -34%
DA
18
Doliver Advisors
Texas
$735K +$434K +12,757 +144%
First Trust Advisors
19
First Trust Advisors
Illinois
$688K +$688K +20,226 New
PG
20
Patten Group
Tennessee
$609K -$20.5K -600 -3%
CBOR
21
Community Bank of Raymore
Missouri
$575K – – –
WEC
22
Winslow Evans & Crocker
Massachusetts
$569K +$1.02K +30 +0.2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$539K +$66.7K +1,961 +14%
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$535K +$2.82K +83 +0.5%
NB
25
Nicolet Bankshares
Wisconsin
$486K -$27.2K -800 -5%
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