BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

54 hedge funds and large institutions have $105M invested in John Hancock Financial Opportunities Fund in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
8
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAM
1
Formidable Asset Management
Ohio
$1.88M
2
Millennium Management
2
Millennium Management
New York
$607K
3
Morgan Stanley
3
Morgan Stanley
New York
$42.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$12.9M
5
SI
5
Stephens Inc
Arkansas
$1.24M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.19M
2
Cohen & Steers
2
Cohen & Steers
New York
$1.24M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$0
4
CAN
4
Cetera Advisor Networks
California
$0
5
WI
5
Wintrust Investments
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$42.6M 1,402,914 +17,444 +1%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$12.9M 426,118 +12,710 +3%
Wells Fargo
3
Wells Fargo
California
$7.04M 231,920 -6,176 -3%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$6.31M 207,887 -4,412 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.19M 170,980 -27,758 -14%
Bank of America
6
Bank of America
North Carolina
$5.13M 168,874 -5,594 -3%
NSAM
7
North Star Asset Management
Wisconsin
$3.49M 115,057 -895 -0.8%
RJA
8
Raymond James & Associates
Florida
$3.07M 101,226 -8,408 -8%
FC
9
FCA Corp
Texas
$2.89M 95,281 +163 +0.2%
FAM
10
Formidable Asset Management
Ohio
$1.88M 63,550 +63,550 New
UBS Group
11
UBS Group
Switzerland
$1.54M 50,746 -3,379 -6%
LPL Financial
12
LPL Financial
California
$1.43M 47,040 -3,510 -7%
Stifel Financial
13
Stifel Financial
Missouri
$1.24M 41,002 -5,019 -11%
SPIA
14
Steward Partners Investment Advisory
New York
$1.24M 40,958 +5,160 +14%
SI
15
Stephens Inc
Arkansas
$1.24M 40,745 +11,034 +37%
Cohen & Steers
16
Cohen & Steers
New York
$1.24M 40,685 -20,355 -33%
PVWM
17
Point View Wealth Management
New Jersey
$715K 23,559 -585 -2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$616K 20,297 -2,476 -11%
Millennium Management
19
Millennium Management
New York
$607K 19,995 +19,995 New
Truist Financial
20
Truist Financial
North Carolina
$517K 17,058 -1,980 -10%
OCM
21
Orleans Capital Management
Louisiana
$415K 13,675 -1,800 -12%
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$409K 13,468 -1,136 -8%
Invesco
23
Invesco
Georgia
$383K 12,635 -482 -4%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$352K 11,604 -98 -0.8%
WEC
25
Winslow Evans & Crocker
Massachusetts
$347K 11,421 +5,621 +97%
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