BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

70 hedge funds and large institutions have $148M invested in John Hancock Financial Opportunities Fund in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 11 closing their positions.

Holders
70
Holders Change
+5
Holders Change %
+7.69%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
25
Reduced
11
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$1.36M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$12.7M
3
CA
3
Cetera Advisors
Colorado
$889K
4
Truist Financial
4
Truist Financial
North Carolina
$623K
5
RJA
5
Raymond James & Associates
Florida
$7.74M

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$0
2
Bank of America
2
Bank of America
North Carolina
$4.38M
3
Cohen & Steers
3
Cohen & Steers
New York
$2.81M
4
UBS Group
4
UBS Group
Switzerland
$2.65M
5
PAG
5
Private Advisor Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$48.7M 1,342,692 +5,428 +0.4%
Wells Fargo
2
Wells Fargo
California
$14.3M 393,368 +13,054 +3%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$12.7M 350,653 +26,242 +8%
PP
4
Patten & Patten
Tennessee
$9.92M 273,250 +3,785 +1%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$8.07M 222,432 +11,176 +5%
RJA
6
Raymond James & Associates
Florida
$7.74M 213,224 +17,148 +9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.35M 147,388 +2,878 +2%
NSAM
8
North Star Asset Management
Wisconsin
$5.21M 143,542 -355 -0.2%
Bank of America
9
Bank of America
North Carolina
$4.38M 120,565 -36,205 -23%
FC
10
FCA Corp
Texas
$3.56M 98,147 +374 +0.4%
Cohen & Steers
11
Cohen & Steers
New York
$2.81M 77,269 -35,366 -31%
UBS Group
12
UBS Group
Switzerland
$2.65M 73,085 -17,742 -20%
OCM
13
Orleans Capital Management
Louisiana
$2.39M 65,833 +175 +0.3%
LPL Financial
14
LPL Financial
California
$1.66M 45,762 +2,466 +6%
First Trust Advisors
15
First Trust Advisors
Illinois
$1.52M 41,995 -5 -0%
SPIA
16
Steward Partners Investment Advisory
New York
$1.37M 37,622 +13,158 +54%
Stifel Financial
17
Stifel Financial
Missouri
$1.36M 37,269 +27,056 +265%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$1.08M 29,677 +3,875 +15%
COLIM
19
City of London Investment Management
United Kingdom
$967K 26,681 +1,545 +6%
PVWM
20
Point View Wealth Management
New Jersey
$951K 26,198 -243 -0.9%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$924K 25,465 +568 +2%
CA
22
Cetera Advisors
Colorado
$889K 24,405 +24,405 New
OA
23
Oxbow Advisors
Texas
$760K 20,935 – –
Truist Financial
24
Truist Financial
North Carolina
$623K 17,174 +17,174 New
CBOR
25
Community Bank of Raymore
Missouri
$608K 16,750 – –
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