BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

51 hedge funds and large institutions have $128M invested in John Hancock Financial Opportunities Fund in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
15
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.8M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$2.05M
3
DA
3
Doliver Advisors
Texas
$1.85M
4
Wells Fargo
4
Wells Fargo
California
$11M
5
RJA
5
Raymond James & Associates
Florida
$3.62M

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$0
2
First Trust Advisors
2
First Trust Advisors
Illinois
$0
3
LPL Financial
3
LPL Financial
California
$405K
4
Bank of America
4
Bank of America
North Carolina
$9.04M
5
CWM
5
Concert Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$53.8M 1,493,353 +121,346 +9%
PP
2
Patten & Patten
Tennessee
$11.1M 309,165 -3,225 -1%
Wells Fargo
3
Wells Fargo
California
$11M 305,448 +11,246 +4%
Bank of America
4
Bank of America
North Carolina
$9.04M 250,774 -11,739 -4%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$6.41M 177,812 +8,055 +5%
NSAM
6
North Star Asset Management
Wisconsin
$5.86M 162,752 -1,375 -0.8%
FC
7
FCA Corp
Texas
$3.88M 107,736 +827 +0.8%
RJA
8
Raymond James & Associates
Florida
$3.62M 100,537 +10,840 +12%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.59M 99,587 -5,696 -5%
OCM
10
Orleans Capital Management
Louisiana
$2.32M 64,250 -1,087 -2%
UBS Group
11
UBS Group
Switzerland
$2.23M 61,807 -2,991 -5%
Bank of Nova Scotia
12
Bank of Nova Scotia
Ontario, Canada
$2.05M 56,804 +56,804 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.99M 55,131 +778 +1%
DA
14
Doliver Advisors
Texas
$1.85M 51,357 +29,735 +138%
PVWM
15
Point View Wealth Management
New Jersey
$1.22M 33,947 -378 -1%
SWP
16
Stratos Wealth Partners
Ohio
$784K 21,762 -4,930 -18%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$631K 17,523 +1,683 +11%
CBOR
18
Community Bank of Raymore
Missouri
$604K 16,750 -150 -0.9%
WEC
19
Winslow Evans & Crocker
Massachusetts
$574K 15,931 -801 -5%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$570K 15,808 +78 +0.5%
PG
21
Patten Group
Tennessee
$538K 15,065 -2,750 -15%
NB
22
Nicolet Bankshares
Wisconsin
$513K 14,240 -40 -0.3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$444K 12,321 +498 +4%
LPL Financial
24
LPL Financial
California
$405K 11,252 -14,489 -56%
IFWM
25
Institute for Wealth Management
Colorado
$403K 11,143 +11,143 New
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