BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

67 hedge funds and large institutions have $125M invested in John Hancock Financial Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+6
Holders Change %
+9.84%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
26
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$3.21M
2
Wells Fargo
2
Wells Fargo
California
$13.9M
3
SI
3
Stephens Inc
Arkansas
$1.45M
4
RJA
4
Raymond James & Associates
Florida
$5.73M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$13.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$46.4M
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.84M
4
CAG
4
Csenge Advisory Group
Florida
$239K
5
SPIA
5
Steward Partners Investment Advisory
New York
$2.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
26
Orleans Capital Management
Louisiana
$342K -$7.12K -233 -2%
Osaic Holdings
27
Osaic Holdings
Arizona
$337K -$56.1K -1,836 -14%
IFWM
28
Institute for Wealth Management
Colorado
$332K – – –
HighTower Advisors
29
HighTower Advisors
Illinois
$326K +$47.9K +1,568 +17%
Ameriprise
30
Ameriprise
Minnesota
$312K -$17.1K -561 -5%
Invesco
31
Invesco
Georgia
$310K +$310K +10,159 New
WS
32
Wedbush Securities
California
$299K +$12.7K +415 +4%
Mariner
33
Mariner
Kansas
$298K +$28.1K +920 +10%
OC
34
Oppenheimer & Co
New York
$273K +$25.3K +827 +10%
LMKC
35
L.M. Kohn & Company
Ohio
$267K -$7.33K -240 -3%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$262K +$28.5K +932 +12%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$246K +$226K +7,400 +1,109%
JWCA
38
J.W. Cole Advisors
Florida
$243K -$30.2K -989 -11%
CAG
39
Csenge Advisory Group
Florida
$239K -$584K -19,137 -71%
AWE
40
Avidian Wealth Enterprises
Texas
$234K – – –
RWMG
41
Redwood Wealth Management Group
New Jersey
$224K – – –
VWA
42
V Wealth Advisors
Kansas
$220K – – –
WI
43
Wintrust Investments
Illinois
$212K -$9.66K -316 -4%
FAM
44
Formidable Asset Management
Ohio
$199K +$199K +6,610 New
AF
45
Allworth Financial
California
$101K +$1.59K +52 +2%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$54.5K +$18K +590 +49%
S
47
SignatureFD
Georgia
$30.5K +$30.5K +1,000 New
SWM
48
Spire Wealth Management
Virginia
$26K +$26K +850 New
TIM
49
Thompson Investment Management
Wisconsin
$19.8K +$19.8K +649 New
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$18K +$2.29K +75 +15%
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