BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

68 hedge funds and large institutions have $134M invested in John Hancock Financial Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 9 closing their positions.

Holders
68
Holders Change
–
Holders Change %
0%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
25
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$57.8M
2
Wells Fargo
2
Wells Fargo
California
$10.9M
3
WAM
3
Wolverine Asset Management
Illinois
$1.1M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$8.59M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$999K

Top Sellers

1
FAM
1
Formidable Asset Management
Ohio
$0
2
SI
2
Stephens Inc
Arkansas
$284K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$13.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Truist Financial
5
Truist Financial
North Carolina
$465K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$57.8M 1,540,643 +74,894 +5%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$13.5M 358,557 -18,171 -5%
Wells Fargo
3
Wells Fargo
California
$10.9M 289,635 +33,474 +13%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$8.59M 228,786 +14,937 +7%
Bank of America
5
Bank of America
North Carolina
$6.49M 172,943 +2,821 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.6M 122,576 -5,648 -4%
NSAM
7
North Star Asset Management
Wisconsin
$4.17M 111,032 -1,075 -1%
RJA
8
Raymond James & Associates
Florida
$4.17M 110,963 +532 +0.5%
FC
9
FCA Corp
Texas
$3.53M 94,126 -521 -0.6%
SPIA
10
Steward Partners Investment Advisory
New York
$1.97M 52,558 +300 +0.6%
UBS Group
11
UBS Group
Switzerland
$1.76M 46,769 +1,430 +3%
LPL Financial
12
LPL Financial
California
$1.69M 45,049 -275 -0.6%
Stifel Financial
13
Stifel Financial
Missouri
$1.53M 40,693 +1,056 +3%
WAM
14
Wolverine Asset Management
Illinois
$1.1M 29,365 +26,388 +886%
First Trust Advisors
15
First Trust Advisors
Illinois
$999K 26,599 +14,258 +116%
PGFC
16
Peapack-Gladstone Financial Corp
New Jersey
$828K 22,051 -761 -3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$746K 19,891 -575 -3%
WI
18
Wintrust Investments
Illinois
$735K 19,575 +159 +0.8%
BRWA
19
B. Riley Wealth Advisors
Florida
$511K 13,609 +2,080 +18%
Truist Financial
20
Truist Financial
North Carolina
$465K 12,383 -6,993 -36%
Ameriprise
21
Ameriprise
Minnesota
$445K 11,843 +1,157 +11%
OCM
22
Orleans Capital Management
Louisiana
$442K 11,775 -1,400 -11%
CBOR
23
Community Bank of Raymore
Missouri
$422K 11,250 – –
DADC
24
D.A. Davidson & Co
Montana
$415K 11,053 +166 +2%
IFWM
25
Institute for Wealth Management
Colorado
$411K 10,943 – –
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