BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

65 hedge funds and large institutions have $131M invested in John Hancock Financial Opportunities Fund in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 12 closing their positions.

Holders
65
Holders Change
-6
Holders Change %
-8.45%
% of All Funds
1.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
19
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$12.2M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$830K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.4M
4
OA
4
Oxbow Advisors
Texas
$673K
5
SPIA
5
Steward Partners Investment Advisory
New York
$787K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$43M
2
Bank of America
2
Bank of America
North Carolina
$5.04M
3
Millennium Management
3
Millennium Management
New York
$0
4
Cohen & Steers
4
Cohen & Steers
New York
$3.62M
5
UBS Group
5
UBS Group
Switzerland
$2.92M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$43M 1,337,264 -40,412 -3%
Wells Fargo
2
Wells Fargo
California
$12.2M 380,314 +48,809 +15%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.4M 324,411 +21,115 +7%
PP
4
Patten & Patten
Tennessee
$8.67M 269,465 -7,200 -3%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$6.8M 211,256 -6,314 -3%
RJA
6
Raymond James & Associates
Florida
$6.31M 196,076 -2,159 -1%
Bank of America
7
Bank of America
North Carolina
$5.04M 156,770 -39,829 -20%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.65M 144,510 +9,125 +7%
NSAM
9
North Star Asset Management
Wisconsin
$4.63M 143,897 -650 -0.4%
Cohen & Steers
10
Cohen & Steers
New York
$3.62M 112,635 -12,267 -10%
FC
11
FCA Corp
Texas
$3.15M 97,773 -213 -0.2%
UBS Group
12
UBS Group
Switzerland
$2.92M 90,827 -8,806 -9%
OCM
13
Orleans Capital Management
Louisiana
$2.11M 65,658 -100 -0.2%
WAM
14
Wolverine Asset Management
Illinois
$1.91M 59,360 +10,994 +23%
LPL Financial
15
LPL Financial
California
$1.39M 43,296 +1,320 +3%
First Trust Advisors
16
First Trust Advisors
Illinois
$1.35M 42,000 +11,184 +36%
PVWM
17
Point View Wealth Management
New Jersey
$851K 26,441 -2,096 -7%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$830K 25,802 +22,477 +676%
COLIM
19
City of London Investment Management
United Kingdom
$808K 25,136 +8,600 +52%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$800K 24,897 -1,226 -5%
SPIA
21
Steward Partners Investment Advisory
New York
$787K 24,464 +12,235 +100%
OA
22
Oxbow Advisors
Texas
$673K 20,935 +20,935 New
JPMPWA
23
J.P. Morgan Private Wealth Advisors
California
$586K 18,220 -196 -1%
BTS
24
BB&T Securities
Virginia
$585K 18,101 +88 +0.5%
CBOR
25
Community Bank of Raymore
Missouri
$539K 16,750 – –
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