BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

58 hedge funds and large institutions have $149M invested in John Hancock Financial Opportunities Fund in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
58
Holders Change
+7
Holders Change %
+13.73%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
14
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.13M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$5.06M
3
AFA
3
Arlington Financial Advisors
California
$1.93M
4
AIC
4
Aurora Investment Counsel
Georgia
$1.1M
5
UBS Group
5
UBS Group
Switzerland
$3.46M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$8.5M
2
DA
2
Doliver Advisors
Texas
$0
3
SI
3
Stephens Inc
Arkansas
$0
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$6.95M
5
SWP
5
Stratos Wealth Partners
Ohio
$149K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$60.2M 1,530,699 -6,656 -0.4%
PP
2
Patten & Patten
Tennessee
$11.9M 303,140 -450 -0.1%
Bank of America
3
Bank of America
North Carolina
$11.4M 291,072 +14,881 +5%
Wells Fargo
4
Wells Fargo
California
$8.5M 216,239 -91,017 -30%
RJA
5
Raymond James & Associates
Florida
$7.74M 196,899 +11,939 +6%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$6.95M 176,598 -13,289 -7%
NSAM
7
North Star Asset Management
Wisconsin
$6.38M 162,277 +1,425 +0.9%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.06M 128,714 +61,288 +91%
FC
9
FCA Corp
Texas
$4.11M 104,417 -2,328 -2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.87M 98,474 -4,886 -5%
UBS Group
11
UBS Group
Switzerland
$3.46M 87,984 +21,422 +32%
Cohen & Steers
12
Cohen & Steers
New York
$3.13M 79,629 +63,103 +382%
OCM
13
Orleans Capital Management
Louisiana
$2.47M 62,667 -1,500 -2%
AFA
14
Arlington Financial Advisors
California
$1.93M 47,852 +47,852 New
PVWM
15
Point View Wealth Management
New Jersey
$1.31M 33,180 – –
AIC
16
Aurora Investment Counsel
Georgia
$1.1M 27,834 +27,834 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$740K 18,811 +885 +5%
CBOR
18
Community Bank of Raymore
Missouri
$659K 16,750 – –
LPL Financial
19
LPL Financial
California
$617K 15,690 +3,621 +30%
NB
20
Nicolet Bankshares
Wisconsin
$549K 13,965 -200 -1%
PG
21
Patten Group
Tennessee
$545K 13,865 -200 -1%
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$540K 13,721 -883 -6%
WEC
23
Winslow Evans & Crocker
Massachusetts
$521K 13,250 +1,850 +16%
BTS
24
BB&T Securities
Virginia
$504K 12,826 +125 +1%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$462K 11,737 -134 -1%
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