BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

51 hedge funds and large institutions have $138M invested in John Hancock Financial Opportunities Fund in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
51
Holders Change
–
Holders Change %
0%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
16
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$6.89M
2
Morgan Stanley
2
Morgan Stanley
New York
$57.3M
3
Bank of America
3
Bank of America
North Carolina
$10.3M
4
SI
4
Stephens Inc
Arkansas
$715K
5
Cohen & Steers
5
Cohen & Steers
New York
$616K

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$0
2
SWP
2
Stratos Wealth Partners
Ohio
$523K
3
DA
3
Doliver Advisors
Texas
$1.63M
4
PP
4
Patten & Patten
Tennessee
$11.3M
5
NPC
5
National Planning Corporation
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$57.3M 1,537,355 +44,002 +3%
Wells Fargo
2
Wells Fargo
California
$11.4M 307,256 +1,808 +0.6%
PP
3
Patten & Patten
Tennessee
$11.3M 303,590 -5,575 -2%
Bank of America
4
Bank of America
North Carolina
$10.3M 276,191 +25,417 +10%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$7.08M 189,887 +12,075 +7%
RJA
6
Raymond James & Associates
Florida
$6.89M 184,960 +84,423 +84%
NSAM
7
North Star Asset Management
Wisconsin
$5.99M 160,852 -1,900 -1%
FC
8
FCA Corp
Texas
$3.98M 106,745 -991 -0.9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.85M 103,360 +3,773 +4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.51M 67,426 +12,295 +22%
UBS Group
11
UBS Group
Switzerland
$2.48M 66,562 +4,755 +8%
OCM
12
Orleans Capital Management
Louisiana
$2.39M 64,167 -83 -0.1%
DA
13
Doliver Advisors
Texas
$1.63M 43,679 -7,678 -15%
PVWM
14
Point View Wealth Management
New Jersey
$1.24M 33,180 -767 -2%
SI
15
Stephens Inc
Arkansas
$715K 19,183 +19,183 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$668K 17,926 +403 +2%
CBOR
17
Community Bank of Raymore
Missouri
$624K 16,750 – –
Cohen & Steers
18
Cohen & Steers
New York
$616K 16,526 +16,526 New
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$544K 14,604 -1,204 -8%
NB
20
Nicolet Bankshares
Wisconsin
$528K 14,165 -75 -0.5%
PG
21
Patten Group
Tennessee
$524K 14,065 -1,000 -7%
SWP
22
Stratos Wealth Partners
Ohio
$523K 14,044 -7,718 -35%
BTS
23
BB&T Securities
Virginia
$473K 12,701 +1,713 +16%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$461K 12,385 +64 +0.5%
LPL Financial
25
LPL Financial
California
$450K 12,069 +817 +7%
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