BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

57 hedge funds and large institutions have $60.1M invested in John Hancock Financial Opportunities Fund in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 23 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-13
Holders Change %
-18.57%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
14
Reduced
23
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
$987K
2
Bank of America
Bank of America
North Carolina
$2.98M
3
COLIM
City of London Investment Management
United Kingdom
$935K
4
LCM
Landscape Capital Management
New Jersey
$399K
5
RJA
Raymond James & Associates
Florida
$4.24M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$0
2
PP
Patten & Patten
Tennessee
$0
3
OCM
Orleans Capital Management
Louisiana
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.31M
5
Wells Fargo
Wells Fargo
California
$6.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$24M -$590K -32,188 -2%
Wells Fargo
2
Wells Fargo
California
$6.28M -$934K -50,919 -13%
RJA
3
Raymond James & Associates
Florida
$4.24M +$329K +17,933 +8%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$3.87M -$210K -11,462 -5%
Bank of America
5
Bank of America
North Carolina
$2.98M +$765K +41,724 +35%
NSAM
6
North Star Asset Management
Wisconsin
$2.25M -$387K -21,125 -15%
FC
7
FCA Corp
Texas
$1.78M -$19.7K -1,076 -1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.31M -$1.39M -76,017 -52%
Cohen & Steers
9
Cohen & Steers
New York
$1.23M -$192K -10,490 -14%
UBS Group
10
UBS Group
Switzerland
$1.18M -$160K -8,700 -12%
Stifel Financial
11
Stifel Financial
Missouri
$996K +$309K +16,750 +45%
KIM
12
Karpus Investment Management
New York
$987K +$987K +53,830 New
COLIM
13
City of London Investment Management
United Kingdom
$935K +$442K +23,953 +90%
LPL Financial
14
LPL Financial
California
$781K -$58.2K -3,173 -7%
First Trust Advisors
15
First Trust Advisors
Illinois
$759K -$11.2K -610 -1%
SPIA
16
Steward Partners Investment Advisory
New York
$680K -$9.14K -499 -1%
Osaic Holdings
17
Osaic Holdings
Arizona
$518K +$518K +28,295 New
PVWM
18
Point View Wealth Management
New Jersey
$465K -$16K -869 -3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$447K -$19.7K -1,073 -4%
LCM
20
Landscape Capital Management
New Jersey
$399K +$399K +21,781 New
OA
21
Oxbow Advisors
Texas
$376K -$8.45K -460 -2%
Citigroup
22
Citigroup
New York
$367K +$184K +10,000 +100%
Truist Financial
23
Truist Financial
North Carolina
$309K -$5.83K -318 -2%
Ameriprise
24
Ameriprise
Minnesota
$307K -$698 -38 -0.2%
GC
25
Guggenheim Capital
Illinois
$259K +$59.7K +3,259 +30%
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