BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

69 hedge funds and large institutions have $110M invested in John Hancock Financial Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
–
Holders Change %
0%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
29
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$2.73M
2
WIA
2
World Investment Advisors
California
$1.03M
3
WAM
3
Wolverine Asset Management
Illinois
$1.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.47M
5
SFS
5
Shaker Financial Services
Virginia
$1.14M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.4M
2
MFIM
2
Mesirow Financial Investment Management
Illinois
$0
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$10.7M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
26
Peapack-Gladstone Financial Corp
New Jersey
$478K – – –
ASFA
27
All Season Financial Advisors
Colorado
$380K -$24.2K -863 -6%
PAG
28
Private Advisor Group
New Jersey
$363K +$64.9K +2,316 +22%
LMKC
29
L.M. Kohn & Company
Ohio
$344K -$980 -35 -0.3%
Ameriprise
30
Ameriprise
Minnesota
$342K +$47.8K +1,706 +16%
WI
31
Wintrust Investments
Illinois
$341K +$28K +998 +9%
DADC
32
D.A. Davidson & Co
Montana
$325K -$68.2K -2,434 -17%
SI
33
Stephens Inc
Arkansas
$323K +$79.1K +2,824 +32%
FAM
34
Formidable Asset Management
Ohio
$314K +$30.8K +1,100 +11%
IFWM
35
Institute for Wealth Management
Colorado
$303K – – –
AWE
36
Avidian Wealth Enterprises
Texas
$293K – – –
AWS
37
Atria Wealth Solutions
New York
$291K +$30.8K +1,101 +12%
RWMG
38
Redwood Wealth Management Group
New Jersey
$247K +$42K +1,500 +20%
JWCA
39
J.W. Cole Advisors
Florida
$247K +$3.19K +114 +1%
WS
40
Wedbush Securities
California
$245K +$19.6K +700 +9%
Invesco
41
Invesco
Georgia
$235K +$235K +8,397 New
AHL
42
Abel Hall LLC
Louisiana
$224K – – –
Creative Planning
43
Creative Planning
Kansas
$214K +$214K +7,634 New
SPIA
44
Steward Partners Investment Advisory
New York
$154K -$16.3K -582 -10%
Comerica Bank
45
Comerica Bank
Texas
$144K +$8.4K +300 +6%
MFG
46
Mendota Financial Group
Wisconsin
$126K – – –
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$113K – – –
AF
48
Allworth Financial
California
$107K +$95 +3 +0.1%
EWA
49
EverSource Wealth Advisors
Alabama
$81.9K +$81.9K +2,500 New
IAIM
50
International Assets Investment Management
Florida
$51.1K +$51.1K +1,825 New
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