BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

67 hedge funds and large institutions have $158M invested in John Hancock Financial Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 9 closing their positions.

Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
23
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$14.4M
2
LPL Financial
2
LPL Financial
California
$3.42M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$16.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$65.8M
5
LNC
5
Lincoln National Corp
Pennsylvania
$742K

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$67K
2
Millennium Management
2
Millennium Management
New York
$0
3
WI
3
Wintrust Investments
Illinois
$332K
4
C
4
Certuity
Florida
$0
5
Ameriprise
5
Ameriprise
Minnesota
$678K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$65.8M 1,636,779 +28,649 +2%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$16.3M 406,593 +37,659 +10%
Wells Fargo
3
Wells Fargo
California
$14.4M 358,231 +72,612 +25%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$10.3M 256,749 -203 -0.1%
Bank of America
5
Bank of America
North Carolina
$7.67M 190,809 +3,346 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.29M 156,427 +8,766 +6%
RJA
7
Raymond James & Associates
Florida
$5.5M 136,762 +11,299 +9%
NSAM
8
North Star Asset Management
Wisconsin
$4.08M 101,418 -575 -0.6%
LPL Financial
9
LPL Financial
California
$3.42M 85,102 +42,617 +100%
FC
10
FCA Corp
Texas
$3.41M 84,828 -37 -0%
SPIA
11
Steward Partners Investment Advisory
New York
$2.49M 61,954 +5,319 +9%
Stifel Financial
12
Stifel Financial
Missouri
$2.35M 58,412 +504 +0.9%
UBS Group
13
UBS Group
Switzerland
$1.22M 30,224 -2,234 -7%
CAG
14
Csenge Advisory Group
Florida
$1.05M 26,103 +15,620 +149%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$947K 23,581 +492 +2%
PGFC
16
Peapack-Gladstone Financial Corp
New Jersey
$862K 21,438 -232 -1%
LNC
17
Lincoln National Corp
Pennsylvania
$742K 18,462 +18,462 New
Ameriprise
18
Ameriprise
Minnesota
$678K 16,868 -4,132 -20%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$664K 16,517 +6,330 +62%
BRWA
20
B. Riley Wealth Advisors
Florida
$659K 16,370 -999 -6%
AWS
21
Atria Wealth Solutions
New York
$626K 15,565 +15,565 New
Invesco
22
Invesco
Georgia
$554K 13,780 +112 +0.8%
OCM
23
Orleans Capital Management
Louisiana
$462K 11,492 -301 -3%
IFWM
24
Institute for Wealth Management
Colorado
$437K 10,868 – –
DADC
25
D.A. Davidson & Co
Montana
$437K 10,869 +7 +0.1%
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