BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

71 hedge funds and large institutions have $130M invested in John Hancock Financial Opportunities Fund in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 8 closing their positions.

Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
17
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$10.7M
2
WAM
2
Wolverine Asset Management
Illinois
$1.56M
3
Millennium Management
3
Millennium Management
New York
$732K
4
SMH
4
Sanders Morris Harris
Texas
$457K
5
SPIA
5
Steward Partners Investment Advisory
New York
$393K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$6.33M
2
Morgan Stanley
2
Morgan Stanley
New York
$44.4M
3
UBS Group
3
UBS Group
Switzerland
$3.21M
4
Cohen & Steers
4
Cohen & Steers
New York
$4.02M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.36M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$44.4M 1,377,676 -75,929 -5%
Wells Fargo
2
Wells Fargo
California
$10.7M 331,505 +114,269 +53%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$9.77M 303,296 +8,265 +3%
PP
4
Patten & Patten
Tennessee
$8.91M 276,665 -4,175 -1%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$7.01M 217,570 +5,972 +3%
RJA
6
Raymond James & Associates
Florida
$6.38M 198,235 -3,416 -2%
Bank of America
7
Bank of America
North Carolina
$6.33M 196,599 -81,653 -29%
NSAM
8
North Star Asset Management
Wisconsin
$4.65M 144,547 -6,324 -4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.36M 135,385 -13,312 -9%
Cohen & Steers
10
Cohen & Steers
New York
$4.02M 124,902 -17,671 -12%
UBS Group
11
UBS Group
Switzerland
$3.21M 99,633 -28,106 -22%
FC
12
FCA Corp
Texas
$3.16M 97,986 +328 +0.3%
OCM
13
Orleans Capital Management
Louisiana
$2.12M 65,758 +3,866 +6%
WAM
14
Wolverine Asset Management
Illinois
$1.56M 48,366 +48,366 New
LPL Financial
15
LPL Financial
California
$1.35M 41,976 +739 +2%
First Trust Advisors
16
First Trust Advisors
Illinois
$992K 30,816 +755 +3%
PVWM
17
Point View Wealth Management
New Jersey
$919K 28,537 – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$841K 26,123 -720 -3%
Millennium Management
19
Millennium Management
New York
$732K 22,726 +22,726 New
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$593K 18,416 +155 +0.8%
BTS
21
BB&T Securities
Virginia
$580K 18,013 +1,348 +8%
CBOR
22
Community Bank of Raymore
Missouri
$539K 16,750 – –
COLIM
23
City of London Investment Management
United Kingdom
$532K 16,536 +4,478 +37%
SMH
24
Sanders Morris Harris
Texas
$457K 14,005 +14,005 New
PG
25
Patten Group
Tennessee
$448K 13,910 +135 +1%
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