BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

68 hedge funds and large institutions have $156M invested in John Hancock Financial Opportunities Fund in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 21 reducing their positions, and 7 closing their positions.

Holders
68
Holders Change
+7
Holders Change %
+11.48%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
11
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
1
Clough Capital Partners
Massachusetts
$1.01M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.27M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$828K
4
RJA
4
Raymond James & Associates
Florida
$11.6M
5
PAG
5
Private Advisor Group
New Jersey
$611K

Top Sellers

1
DA
1
Doliver Advisors
Texas
$0
2
NMC
2
Nine Masts Capital
Hong Kong
$673K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.64M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$571K
5
WAM
5
Wolverine Asset Management
Illinois
$378K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$56.3M 1,521,662 -5,218 -0.3%
RJA
2
Raymond James & Associates
Florida
$11.6M 312,263 +19,358 +7%
PP
3
Patten & Patten
Tennessee
$10.6M 287,089 -3,526 -1%
Bank of America
4
Bank of America
North Carolina
$10.6M 285,260 -5,088 -2%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$9.27M 250,535 +26,017 +12%
Wells Fargo
6
Wells Fargo
California
$9.18M 247,967 +15,176 +7%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$7.02M 189,851 -5,383 -3%
NSAM
8
North Star Asset Management
Wisconsin
$5.86M 158,252 -1,400 -0.9%
Cohen & Steers
9
Cohen & Steers
New York
$4.46M 120,617 +15,364 +15%
UBS Group
10
UBS Group
Switzerland
$3.95M 106,742 -1,125 -1%
FC
11
FCA Corp
Texas
$3.66M 98,816 -1,031 -1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.64M 98,420 -11,033 -10%
OCM
13
Orleans Capital Management
Louisiana
$2.3M 62,067 – –
AFA
14
Arlington Financial Advisors
California
$1.77M 49,611 -2,274 -4%
PVWM
15
Point View Wealth Management
New Jersey
$1.06M 28,631 -643 -2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.06M 28,536 -85 -0.3%
CCP
17
Clough Capital Partners
Massachusetts
$1.01M 27,300 +27,300 New
LPL Financial
18
LPL Financial
California
$921K 24,898 +7,270 +41%
First Trust Advisors
19
First Trust Advisors
Illinois
$828K 22,380 +22,380 New
NMC
20
Nine Masts Capital
Hong Kong
$673K 18,200 -13,900 -43%
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$633K 17,098 +3,270 +24%
CBOR
22
Community Bank of Raymore
Missouri
$620K 16,750 – –
FAM
23
Formidable Asset Management
Ohio
$611K 16,590 +261 +2%
PAG
24
Private Advisor Group
New Jersey
$611K 16,509 +16,509 New
COLIM
25
City of London Investment Management
United Kingdom
$579K 15,701 +15,701 New
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