BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

66 hedge funds and large institutions have $145M invested in John Hancock Financial Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 7 closing their positions.

Holders
66
Holders Change
-1
Holders Change %
-1.49%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
23
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EPAM
1
Euro Pacific Asset Management
Puerto Rico
$1.12M
2
Morgan Stanley
2
Morgan Stanley
New York
$61.7M
3
Stifel Financial
3
Stifel Financial
Missouri
$2.72M
4
SPIA
4
Steward Partners Investment Advisory
New York
$2.64M
5
LNC
5
Lincoln National Corp
Pennsylvania
$964K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$1.74M
2
Wells Fargo
2
Wells Fargo
California
$12.8M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$14.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.47M
5
Ameriprise
5
Ameriprise
Minnesota
$354K
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$404K 10,880 +11 +0.1%
SI
27
Stephens Inc
Arkansas
$372K 10,025 -100 -1%
Ameriprise
28
Ameriprise
Minnesota
$354K 9,542 -7,326 -43%
HighTower Advisors
29
HighTower Advisors
Illinois
$354K 9,513 +3,028 +47%
WS
30
Wedbush Securities
California
$353K 9,518 +264 +3%
PAG
31
Private Advisor Group
New Jersey
$352K 9,479 +868 +10%
JWCA
32
J.W. Cole Advisors
Florida
$345K 9,302 -434 -4%
AWE
33
Avidian Wealth Enterprises
Texas
$326K 8,784 -992 -10%
LMKC
34
L.M. Kohn & Company
Ohio
$309K 8,305 – –
WI
35
Wintrust Investments
Illinois
$309K 8,318 +60 +0.7%
OC
36
Oppenheimer & Co
New York
$299K 8,057 +215 +3%
JPMPWA
37
J.P. Morgan Private Wealth Advisors
California
$279K 7,512 -2,800 -27%
PG
38
Patten Group
Tennessee
$263K 7,310 – –
MC
39
Moors & Cabot
Massachusetts
$245K 6,604 +600 +10%
Osaic Holdings
40
Osaic Holdings
Arizona
$233K 6,283 +270 +4%
Truist Financial
41
Truist Financial
North Carolina
$222K 5,987 -201 -3%
Creative Planning
42
Creative Planning
Kansas
$215K 5,784 – –
AF
43
Allworth Financial
California
$147K 3,968 +597 +18%
TWM
44
Tradition Wealth Management
Minnesota
$75K 2,030 – –
GWM
45
Geneos Wealth Management
Colorado
$59K 1,595 +300 +23%
HWMA
46
Heritage Wealth Management (Arizona)
Arizona
$55.7K 1,500 – –
APA
47
American Portfolios Advisors
New York
$38.9K 1,048 -370 -26%
VVP
48
Venture Visionary Partners
Ohio
$31.6K 850 +850 New
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$24K 667 -1,000 -60%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$24K 645 +565 +706%
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