BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

65 hedge funds and large institutions have $97.3M invested in John Hancock Financial Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 11 closing their positions.

Holders
65
Holders Change
-2
Holders Change %
-2.99%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
21
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$14.3M
2
AIC
2
Aurora Investment Counsel
Georgia
$2.1M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$495K
4
LPL Financial
4
LPL Financial
California
$1.74M
5
ASFA
5
All Season Financial Advisors
Colorado
$334K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.5M
2
Bank of America
2
Bank of America
North Carolina
$1.19M
3
M1FG
3
Mach-1 Financial Group
Arkansas
$0
4
RJA
4
Raymond James & Associates
Florida
$3.15M
5
SPIA
5
Steward Partners Investment Advisory
New York
$276K
Name Market Value Shares Shares
Change 		Shares
Change %
AWS
26
Atria Wealth Solutions
New York
$356K 13,285 -1,258 -9%
ASFA
27
All Season Financial Advisors
Colorado
$334K 12,462 +12,462 New
IFWM
28
Institute for Wealth Management
Colorado
$291K 10,868 – –
AWE
29
Avidian Wealth Enterprises
Texas
$281K 10,464 +2,800 +37%
FAM
30
Formidable Asset Management
Ohio
$279K 10,410 +3,800 +57%
SPIA
31
Steward Partners Investment Advisory
New York
$276K 10,298 -60,346 -85%
Invesco
32
Invesco
Georgia
$274K 10,210 +51 +0.5%
Ameriprise
33
Ameriprise
Minnesota
$263K 9,794 -428 -4%
SIC
34
Samalin Investment Counsel
New York
$251K 9,365 +9,365 New
LMKC
35
L.M. Kohn & Company
Ohio
$248K 9,241 +492 +6%
HighTower Advisors
36
HighTower Advisors
Illinois
$245K 9,097 -1,568 -15%
Mariner
37
Mariner
Kansas
$230K 8,575 -1,169 -12%
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$225K 8,373 -212 -2%
WS
39
Wedbush Securities
California
$216K 8,060 -1,728 -18%
PAG
40
Private Advisor Group
New Jersey
$208K 7,759 +7,759 New
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$207K 7,717 -350 -4%
MFG
42
Mendota Financial Group
Wisconsin
$120K 4,485 +4,485 New
AF
43
Allworth Financial
California
$90.5K 3,373 +61 +2%
HCM
44
Highlander Capital Management
New Jersey
$51K 1,900 +1,713 +916%
SWM
45
Spire Wealth Management
Virginia
$35.1K 1,308 +458 +54%
S
46
SignatureFD
Georgia
$26.8K 1,000 – –
IWP
47
IAG Wealth Partners
Wisconsin
$25.3K 944 +944 New
TIM
48
Thompson Investment Management
Wisconsin
$17.4K 649 – –
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$17.3K 645 -1,140 -64%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$16K 589 – –
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