BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

68 hedge funds and large institutions have $136M invested in John Hancock Financial Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
68
Holders Change
+14
Holders Change %
+25.93%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
19
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$56.3M
2
Wells Fargo
2
Wells Fargo
California
$9.85M
3
PGFC
3
Peapack-Gladstone Financial Corp
New Jersey
$877K
4
WI
4
Wintrust Investments
Illinois
$746K
5
First Trust Advisors
5
First Trust Advisors
Illinois
$474K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$14.5M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.93M
3
Cohen & Steers
3
Cohen & Steers
New York
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
UBS Group
5
UBS Group
Switzerland
$1.74M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$56.3M 1,465,749 +62,835 +4%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$14.5M 376,728 -49,390 -12%
Wells Fargo
3
Wells Fargo
California
$9.85M 256,161 +24,241 +10%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$8.22M 213,849 +5,962 +3%
Bank of America
5
Bank of America
North Carolina
$6.54M 170,122 +1,248 +0.7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.93M 128,224 -42,756 -25%
NSAM
7
North Star Asset Management
Wisconsin
$4.31M 112,107 -2,950 -3%
RJA
8
Raymond James & Associates
Florida
$4.25M 110,431 +9,205 +9%
FC
9
FCA Corp
Texas
$3.64M 94,647 -634 -0.7%
FAM
10
Formidable Asset Management
Ohio
$2.46M 63,750 +200 +0.3%
SPIA
11
Steward Partners Investment Advisory
New York
$2.01M 52,258 +11,300 +28%
UBS Group
12
UBS Group
Switzerland
$1.74M 45,339 -5,407 -11%
LPL Financial
13
LPL Financial
California
$1.74M 45,324 -1,716 -4%
SI
14
Stephens Inc
Arkansas
$1.7M 44,136 +3,391 +8%
Stifel Financial
15
Stifel Financial
Missouri
$1.52M 39,637 -1,365 -3%
PGFC
16
Peapack-Gladstone Financial Corp
New Jersey
$877K 22,812 +22,812 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$786K 20,466 +169 +0.8%
WI
18
Wintrust Investments
Illinois
$746K 19,416 +19,416 New
Truist Financial
19
Truist Financial
North Carolina
$745K 19,376 +2,318 +14%
OCM
20
Orleans Capital Management
Louisiana
$506K 13,175 -500 -4%
First Trust Advisors
21
First Trust Advisors
Illinois
$474K 12,341 +12,341 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$446K 11,600 -4 -0%
BRWA
23
B. Riley Wealth Advisors
Florida
$444K 11,529 +11,529 New
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$436K 11,348 -2,120 -16%
CBOR
25
Community Bank of Raymore
Missouri
$432K 11,250 – –
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