BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

53 hedge funds and large institutions have $75M invested in John Hancock Financial Opportunities Fund in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 23 reducing their positions, and 4 closing their positions.

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.26M
2
SI
2
Stephens Inc
Arkansas
$637K
3
CAN
3
Cetera Advisor Networks
California
$414K
4
ASN
4
Advisory Services Network
Georgia
$170K
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$84K

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$2.35M
2
FAM
2
Formidable Asset Management
Ohio
$0
3
Wells Fargo
3
Wells Fargo
California
$5.1M
4
Citigroup
4
Citigroup
New York
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$144K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$29.7M 1,385,470 -7,866 -0.6%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$8.86M 413,408 -15,834 -4%
Wells Fargo
3
Wells Fargo
California
$5.1M 238,096 -34,504 -13%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$4.55M 212,299 -2,654 -1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.26M 198,738 +33,916 +21%
Bank of America
6
Bank of America
North Carolina
$3.74M 174,468 -1,129 -0.6%
NSAM
7
North Star Asset Management
Wisconsin
$2.49M 115,952 -4,500 -4%
RJA
8
Raymond James & Associates
Florida
$2.35M 109,634 -109,609 -50%
FC
9
FCA Corp
Texas
$2.04M 95,118 -230 -0.2%
Cohen & Steers
10
Cohen & Steers
New York
$1.31M 61,040 -5,739 -9%
UBS Group
11
UBS Group
Switzerland
$1.16M 54,125 -4,795 -8%
LPL Financial
12
LPL Financial
California
$1.08M 50,550 +2,839 +6%
Stifel Financial
13
Stifel Financial
Missouri
$986K 46,021 -4,114 -8%
SPIA
14
Steward Partners Investment Advisory
New York
$767K 35,798 +500 +1%
SI
15
Stephens Inc
Arkansas
$637K 29,711 +29,711 New
PVWM
16
Point View Wealth Management
New Jersey
$517K 24,144 -947 -4%
First Trust Advisors
17
First Trust Advisors
Illinois
$514K 23,966 -15,436 -39%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$488K 22,773 -1,462 -6%
CAN
19
Cetera Advisor Networks
California
$414K 19,300 +19,000 +6,333%
Truist Financial
20
Truist Financial
North Carolina
$408K 19,038 -342 -2%
WI
21
Wintrust Investments
Illinois
$388K 18,115 +324 +2%
OCM
22
Orleans Capital Management
Louisiana
$332K 15,475 -4,635 -23%
JPMPWA
23
J.P. Morgan Private Wealth Advisors
California
$313K 14,604 +1,734 +13%
Invesco
24
Invesco
Georgia
$281K 13,117 -239 -2%
CBOR
25
Community Bank of Raymore
Missouri
$252K 11,750 – –
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