BTO
John Hancock Financial Opportunities FundBTO
BTO
About: John Hancock Financial Opportunities Fund is the United States based closed-end, diversified management investment company. Its investment objective is to provide a high level of total return consisting of long-term capital appreciation and current income. The company invests in banks, capital markets, Insurance, Mortage Real Estate Investment trust, Health Care REITs, Diversified REITs, Office REITs.
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
10% more capital invested
Capital invested by funds: $137M [Q3] → $151M (+$13.9M) [Q4]
10% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 20
0.19% more ownership
Funds ownership: 22.37% [Q3] → 22.56% (+0.19%) [Q4]
3% less funds holding
Funds holding: 76 [Q3] → 74 (-2) [Q4]
100% less funds holding in top 10
Funds holding in top 10: 1 [Q3] → 0 (-1) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for BTO.
Financial journalist opinion
Neutral
PRNewsWire
2 weeks ago
JOHN HANCOCK CLOSED-END FUNDS RELEASE EARNINGS DATA
BOSTON , April 24, 2025 /PRNewswire/ - The John Hancock Closed-End Funds listed in the table below announced earnings1 for the three months ended March 31, 2025. The same data for the comparable three-month period ended March 31, 2024 is also available below.
Positive
Seeking Alpha
1 month ago
BTO For Income And Growth
Retired and living off investment income, I prefer investments with strong monthly or quarterly distributions. BTO, a leveraged closed-end fund, has consistently performed compared to the S&P500 over the past decade. BTO offers an 8.79% annual yield with a history of increasing distributions and is currently priced at a discount to NAV.
Neutral
PRNewsWire
1 month ago
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND NOTICE TO SHAREHOLDERS - SOURCES OF DISTRIBUTION UNDER SECTION 19(a)
BOSTON , March 31, 2025 /PRNewswire/ - John Hancock Financial Opportunities Fund (NYSE: BTO) (the "Fund"), a closed-end fund managed by John Hancock Investment Management LLC and subadvised by Manulife Investment Management (US) LLC, announced today sources of its quarterly distribution of $0.6500 per share paid to all shareholders of record as of March 13, 2025, pursuant to the Fund's managed distribution plan. This press release is issued as required by an exemptive order granted to the Fund by the U.S. Securities and Exchange Commission.
Positive
Seeking Alpha
1 month ago
BTO: Strong NAV Growth Creates Strong Dividend Health (Rating Upgrade)
John Hancock Financial Opportunities Fund has outperformed the S&P 500, offering a 7.8% dividend yield and strong dividend growth, making it attractive for income-seeking investors. BTO's portfolio is heavily concentrated in the banking sector, with conservative leverage use, and trades at a lower premium to NAV, indicating upside potential. Despite macroeconomic uncertainties and interest rate changes, BTO's strong earnings and NAV growth in 2024 support a well-covered dividend, reducing the risk of a cut.
Positive
Seeking Alpha
1 month ago
When It Comes To Investing, Nobody's Perfect, But Two Out Of Three Ain't Bad
Predicting market outcomes is challenging; my recommendations are based on historical data and probabilities rather than certainties. I reviewed my 2025 picks: 67% of Buy ratings and 78% of Hold ratings delivered positive alpha, outperforming many experts. Midstream energy and covered call income funds have shown strong performance, while recent market corrections impacted some picks.
Positive
Seeking Alpha
1 month ago
Supercharge Your Early Retirement With Yields +8%
You can live your dream retirement and have the market pay for it, all without selling shares. The financial sector has for generations provided strong recurring income to shareholders. We can unlock lower volatility and high yields by diligent portfolio management.
Neutral
PRNewsWire
2 months ago
JOHN HANCOCK CLOSED-END FUNDS DECLARE QUARTERLY DISTRIBUTIONS
BOSTON, Mass. , March 3, 2025 /PRNewswire/ - The John Hancock closed-end funds listed below declared their quarterly distributions today as follows: Declaration Date: March 3, 2025 Ex Date: March 13, 2025 Record Date: March 13, 2025 Payment Date: March 31, 2025 Ticker Fund Name Distribution Per Share Change From Previous Distribution Market Price as of2/28/2025 Annualized Current Distribution Rateat Market HEQ Diversified Income $0.2500 - $10.58 9.45 % JHS Income Securities Trust $0.1318 -0.0699 $11.42 4.62 % JHI Investors Trust $0.2349 -0.1106 $14.07 6.68 % BTO Financial Opportunities Fund $0.6500 - $35.65 7.29 % John Hancock Diversified Income Fund Diversified Income Fund (the "Fund") declared its quarterly distribution pursuant to the Fund's managed distribution plan (the "HEQ Plan").
Positive
Seeking Alpha
3 months ago
Yes, You Can Retire On Dividends -- 2 Big Yields Up To 8.5%
Create a portfolio that rains money into your account every month, so you don't need to worry any longer. Get buckets of income, not thimbles of income. Investors get caught trying to "beat everyone else" and fail to set real goals.
Neutral
PRNewsWire
3 months ago
JOHN HANCOCK CLOSED-END FUNDS RELEASE EARNINGS DATA
BOSTON , Jan. 24, 2025 /PRNewswire/ - The John Hancock Closed-End Funds listed in the table below announced earnings1 for the three months ended December 31, 2024. The same data for the comparable three-month period ended December 31, 2023 is also available below.
Positive
Seeking Alpha
3 months ago
BTO: This Is Why You Should Let Banks Pay You
The John Hancock Financial Opportunities Fund has consistently delivered growing distributions since 1994, with annual dividends rising from $1.18 in 2014 to $2.60 in 2024. BTO invests at least 80% of assets in financial securities, mainly banks, and has outperformed the S&P Composite 1500 Banks Index over the past 5 and 10 years. Despite a strong performance and favorable outlook for regional banks, I rate BTO a Hold due to its current premium and potential market correction.
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