BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

61 hedge funds and large institutions have $112M invested in John Hancock Financial Opportunities Fund in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 20 closing their positions.

Holders
61
Holders Change
-7
Holders Change %
-10.29%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
16
Reduced
19
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$4.76M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$8.16M
3
Stifel Financial
3
Stifel Financial
Missouri
$894K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.6M
5
WAM
5
Weiss Asset Management
Massachusetts
$677K

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$5.72M
2
Morgan Stanley
2
Morgan Stanley
New York
$39.6M
3
AFA
3
Arlington Financial Advisors
California
$0
4
CCP
4
Clough Capital Partners
Massachusetts
$0
5
Bank of America
5
Bank of America
North Carolina
$7.06M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$39.6M 1,419,564 -102,098 -7%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$8.16M 292,044 +41,509 +17%
PP
3
Patten & Patten
Tennessee
$7.85M 281,215 -5,874 -2%
Bank of America
4
Bank of America
North Carolina
$7.06M 252,923 -32,337 -11%
Wells Fargo
5
Wells Fargo
California
$7.01M 251,046 +3,079 +1%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$5.86M 209,695 +19,844 +10%
RJA
7
Raymond James & Associates
Florida
$5.72M 204,851 -107,412 -34%
Cohen & Steers
8
Cohen & Steers
New York
$4.76M 170,459 +49,842 +41%
NSAM
9
North Star Asset Management
Wisconsin
$4.29M 153,660 -4,592 -3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.6M 128,934 +30,514 +31%
FC
11
FCA Corp
Texas
$2.75M 98,328 -488 -0.5%
UBS Group
12
UBS Group
Switzerland
$2.52M 90,332 -16,410 -15%
OCM
13
Orleans Capital Management
Louisiana
$1.7M 60,692 -1,375 -2%
LPL Financial
14
LPL Financial
California
$1.34M 47,919 +23,021 +92%
Stifel Financial
15
Stifel Financial
Missouri
$894K 31,981 +31,981 New
PVWM
16
Point View Wealth Management
New Jersey
$797K 28,537 -94 -0.3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$760K 27,229 -1,307 -5%
WAM
18
Weiss Asset Management
Massachusetts
$677K 24,240 +24,240 New
First Trust Advisors
19
First Trust Advisors
Illinois
$618K 22,117 -263 -1%
KIM
20
Karpus Investment Management
New York
$600K 21,480 +21,480 New
COLIM
21
City of London Investment Management
United Kingdom
$512K 18,347 +2,646 +17%
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$482K 17,250 +152 +0.9%
CA
23
Cornerstone Advisors
North Carolina
$475K 17,000 +17,000 New
CBOR
24
Community Bank of Raymore
Missouri
$468K 16,750 – –
BTS
25
BB&T Securities
Virginia
$371K 13,299 +897 +7%
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