BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

63 hedge funds and large institutions have $125M invested in John Hancock Financial Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 7 closing their positions.

Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
23
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54.3M
2
SI
2
Stephens Inc
Arkansas
$1.55M
3
WAM
3
Wolverine Asset Management
Illinois
$914K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.1M
5
SPIA
5
Steward Partners Investment Advisory
New York
$2.52M

Top Sellers

1
EPAM
1
Euro Pacific Asset Management
Puerto Rico
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$12M
3
Invesco
3
Invesco
Georgia
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$496K
5
AWS
5
Atria Wealth Solutions
New York
$202K
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$308K 9,753 +211 +2%
HighTower Advisors
27
HighTower Advisors
Illinois
$300K 9,521 +8 +0.1%
WS
28
Wedbush Securities
California
$295K 9,358 -160 -2%
JWCA
29
J.W. Cole Advisors
Florida
$280K 8,865 -437 -5%
Mariner
30
Mariner
Kansas
$278K 8,824 -5,396 -38%
WI
31
Wintrust Investments
Illinois
$265K 8,406 +88 +1%
LMKC
32
L.M. Kohn & Company
Ohio
$262K 8,288 -17 -0.2%
OC
33
Oppenheimer & Co
New York
$254K 8,054 -3 -0%
Osaic Holdings
34
Osaic Holdings
Arizona
$243K 7,715 +1,432 +23%
AWE
35
Avidian Wealth Enterprises
Texas
$242K 7,664 -1,120 -13%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$240K 7,604 +92 +1%
PG
37
Patten Group
Tennessee
$224K 7,010 -300 -4%
MC
38
Moors & Cabot
Massachusetts
$208K 6,604 – –
AWS
39
Atria Wealth Solutions
New York
$202K 6,394 -7,684 -55%
AF
40
Allworth Financial
California
$111K 3,512 -456 -11%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$107K 3,392 +3,250 +2,289%
TWM
42
Tradition Wealth Management
Minnesota
$64K 2,030 – –
AIM
43
Axiom Investment Management
New York
$63K 2,000 +2,000 New
HWMA
44
Heritage Wealth Management (Arizona)
Arizona
$47K 1,500 – –
APA
45
American Portfolios Advisors
New York
$33.5K 1,061 +13 +1%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$21K 645 – –
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$20K 667 – –
TF
48
TimeScale Financial
Massachusetts
$17K 539 +9 +2%
PTC
49
Private Trust Company
Ohio
$16K 500 – –
TPCW
50
TD Private Client Wealth
New York
$13.6K 431 – –
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