BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

68 hedge funds and large institutions have $173M invested in John Hancock Financial Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
29
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$74.9M
2
Stifel Financial
2
Stifel Financial
Missouri
$2.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.88M
4
Millennium Management
4
Millennium Management
New York
$488K
5
Bank of America
5
Bank of America
North Carolina
$8.73M

Top Sellers

1
CAG
1
Csenge Advisory Group
Florida
$400K
2
Wells Fargo
2
Wells Fargo
California
$13.3M
3
CBOR
3
Community Bank of Raymore
Missouri
$0
4
FC
4
FCA Corp
Texas
$3.95M
5
NSAM
5
North Star Asset Management
Wisconsin
$4.75M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$74.9M 1,608,130 +44,963 +3%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$17.2M 368,934 -1,177 -0.3%
Wells Fargo
3
Wells Fargo
California
$13.3M 285,619 -12,295 -4%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$12M 256,952 +6,038 +2%
Bank of America
5
Bank of America
North Carolina
$8.73M 187,463 +10,251 +6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.88M 147,661 +12,237 +9%
RJA
7
Raymond James & Associates
Florida
$5.85M 125,463 +8,838 +8%
NSAM
8
North Star Asset Management
Wisconsin
$4.75M 101,993 -8,475 -8%
FC
9
FCA Corp
Texas
$3.95M 84,865 -9,713 -10%
Stifel Financial
10
Stifel Financial
Missouri
$2.7M 57,908 +19,621 +51%
SPIA
11
Steward Partners Investment Advisory
New York
$2.64M 56,635 +198 +0.4%
LPL Financial
12
LPL Financial
California
$1.98M 42,485 +636 +2%
UBS Group
13
UBS Group
Switzerland
$1.51M 32,458 -2,780 -8%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$1.09M 23,422 +667 +3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.08M 23,089 +2,219 +11%
PGFC
16
Peapack-Gladstone Financial Corp
New Jersey
$1.01M 21,670 -250 -1%
Ameriprise
17
Ameriprise
Minnesota
$998K 21,000 -7,589 -27%
WI
18
Wintrust Investments
Illinois
$871K 18,691 -12 -0.1%
BRWA
19
B. Riley Wealth Advisors
Florida
$810K 17,369 +1,453 +9%
NFG
20
Next Financial Group
Texas
$724K 15,528 +2,360 +18%
Invesco
21
Invesco
Georgia
$637K 13,668 +208 +2%
OCM
22
Orleans Capital Management
Louisiana
$549K 11,793 +518 +5%
WS
23
Wedbush Securities
California
$517K 11,094 +1,100 +11%
IFWM
24
Institute for Wealth Management
Colorado
$506K 10,868 -75 -0.7%
DADC
25
D.A. Davidson & Co
Montana
$506K 10,862 +12 +0.1%
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