BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

50 hedge funds and large institutions have $85.3M invested in John Hancock Financial Opportunities Fund in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 15 closing their positions.

Holders
50
Holders Change
-7
Holders Change %
-12.28%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
14
Reduced
16
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$9.85M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.78M
3
Morgan Stanley
3
Morgan Stanley
New York
$32M
4
FAM
4
Formidable Asset Management
Ohio
$1.32M
5
OCM
5
Orleans Capital Management
Louisiana
$462K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$6.26M
2
KIM
2
Karpus Investment Management
New York
$0
3
COLIM
3
City of London Investment Management
United Kingdom
$0
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
OA
5
Oxbow Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$32M 1,393,336 +82,832 +6%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.85M 429,242 +429,242 New
Wells Fargo
3
Wells Fargo
California
$6.26M 272,600 -69,849 -20%
RJA
4
Raymond James & Associates
Florida
$5.03M 219,243 -11,914 -5%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$4.93M 214,953 +3,983 +2%
Bank of America
6
Bank of America
North Carolina
$4.03M 175,597 +13,308 +8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.78M 164,822 +93,451 +131%
NSAM
8
North Star Asset Management
Wisconsin
$2.76M 120,452 -1,965 -2%
FC
9
FCA Corp
Texas
$2.19M 95,348 -1,723 -2%
Cohen & Steers
10
Cohen & Steers
New York
$1.53M 66,779 – –
UBS Group
11
UBS Group
Switzerland
$1.35M 58,920 -5,465 -8%
FAM
12
Formidable Asset Management
Ohio
$1.32M 62,550 +52,100 +499%
Stifel Financial
13
Stifel Financial
Missouri
$1.15M 50,135 -3,884 -7%
LPL Financial
14
LPL Financial
California
$1.1M 47,711 +5,122 +12%
First Trust Advisors
15
First Trust Advisors
Illinois
$904K 39,402 -1,983 -5%
SPIA
16
Steward Partners Investment Advisory
New York
$810K 35,298 -1,825 -5%
PVWM
17
Point View Wealth Management
New Jersey
$576K 25,091 -238 -0.9%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$556K 24,235 -157 -0.6%
Osaic Holdings
19
Osaic Holdings
Arizona
$549K 23,912 -4,383 -15%
OCM
20
Orleans Capital Management
Louisiana
$462K 20,110 +20,110 New
Citigroup
21
Citigroup
New York
$459K 20,000 – –
Truist Financial
22
Truist Financial
North Carolina
$445K 19,380 +2,524 +15%
WI
23
Wintrust Investments
Illinois
$408K 17,791 +17,791 New
Ameriprise
24
Ameriprise
Minnesota
$334K 14,545 -2,168 -13%
Invesco
25
Invesco
Georgia
$307K 13,356 +45 +0.3%
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