BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

76 hedge funds and large institutions have $160M invested in John Hancock Financial Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
76
Holders Change
+12
Holders Change %
+18.75%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
18
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$80.9M
2
MFIM
2
Mesirow Financial Investment Management
Illinois
$1.34M
3
WAM
3
Wolverine Asset Management
Illinois
$1.23M
4
WIA
4
World Investment Advisors
California
$1.15M
5
LCM
5
Landscape Capital Management
New Jersey
$1.01M

Top Sellers

1
DI
1
DFPG Investments
Utah
$0
2
Stifel Financial
2
Stifel Financial
Missouri
$2.23M
3
LNC
3
Lincoln National Corp
Pennsylvania
$996K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$466K
5
NSAM
5
North Star Asset Management
Wisconsin
$2.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$466K -$170K -5,643 -27%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$441K -$30.1K -1,002 -6%
Mariner
28
Mariner
Kansas
$423K +$161K +5,341 +61%
DADC
29
D.A. Davidson & Co
Montana
$422K -$31.1K -1,033 -7%
BRWA
30
B. Riley Wealth Advisors
Florida
$412K -$89.4K -2,967 -18%
FAM
31
Formidable Asset Management
Ohio
$388K +$75.2K +2,500 +24%
EC
32
Elequin Capital
New York
$379K +$379K +12,609 New
ASN
33
Advisory Services Network
Georgia
$356K -$78.9K -2,622 -18%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$354K -$133K -4,410 -27%
LMKC
35
L.M. Kohn & Company
Ohio
$343K +$62.3K +2,070 +22%
Ameriprise
36
Ameriprise
Minnesota
$335K +$37K +1,229 +12%
IFWM
37
Institute for Wealth Management
Colorado
$327K – – –
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$323K -$118K -3,922 -27%
AWE
39
Avidian Wealth Enterprises
Texas
$315K – – –
AWS
40
Atria Wealth Solutions
New York
$312K -$72.9K -2,424 -19%
HighTower Advisors
41
HighTower Advisors
Illinois
$306K +$9.37K +313 +3%
PAG
42
Private Advisor Group
New Jersey
$291K +$56.4K +1,876 +24%
WS
43
Wedbush Securities
California
$266K – – –
Comerica Bank
44
Comerica Bank
Texas
$260K – – –
SPIA
45
Steward Partners Investment Advisory
New York
$254K -$25.6K -851 -9%
AHL
46
Abel Hall LLC
Louisiana
$241K +$241K +8,000 New
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$232K – – –
Invesco
48
Invesco
Georgia
$231K -$90.7K -3,016 -28%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$228K +$228K +7,585 New
JWCA
50
J.W. Cole Advisors
Florida
$223K +$223K +7,408 New
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