BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

76 hedge funds and large institutions have $137M invested in John Hancock Financial Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+7
Holders Change %
+10.14%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
27
Reduced
20
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$7.52M
2
SI
2
Stephens Inc
Arkansas
$1.48M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.56M
4
LPL Financial
4
LPL Financial
California
$3.69M
5
TCM
5
Triumph Capital Management
Colorado
$674K

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$0
2
LCM
2
Landscape Capital Management
New Jersey
$293K
3
Stifel Financial
3
Stifel Financial
Missouri
$1.85M
4
WI
4
Wintrust Investments
Illinois
$23K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$640K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$599K -$58.2K -1,756 -9%
PGFC
27
Peapack-Gladstone Financial Corp
New Jersey
$566K – – –
HighTower Advisors
28
HighTower Advisors
Illinois
$511K +$511K +15,438 New
PAG
29
Private Advisor Group
New Jersey
$464K +$33.7K +1,015 +8%
LMKC
30
L.M. Kohn & Company
Ohio
$421K +$14.1K +425 +3%
ASFA
31
All Season Financial Advisors
Colorado
$409K -$40.4K -1,217 -9%
Ameriprise
32
Ameriprise
Minnesota
$371K -$34.1K -1,029 -8%
DADC
33
D.A. Davidson & Co
Montana
$368K -$16.1K -485 -4%
IFWM
34
Institute for Wealth Management
Colorado
$358K -$663 -20 -0.2%
AWE
35
Avidian Wealth Enterprises
Texas
$347K – – –
SPIA
36
Steward Partners Investment Advisory
New York
$345K +$162K +4,900 +89%
FAM
37
Formidable Asset Management
Ohio
$329K -$43.1K -1,300 -12%
JWCA
38
J.W. Cole Advisors
Florida
$296K +$3.98K +120 +1%
LCM
39
Landscape Capital Management
New Jersey
$293K -$1.06M -32,094 -78%
RWMG
40
Redwood Wealth Management Group
New Jersey
$293K – – –
WS
41
Wedbush Securities
California
$288K -$1.66K -50 -0.6%
AHL
42
Abel Hall LLC
Louisiana
$265K – – –
Creative Planning
43
Creative Planning
Kansas
$261K +$7.49K +226 +3%
TRCT
44
Tower Research Capital (TRC)
New York
$244K +$243K +7,342 +244,733%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$210K +$210K +6,335 New
Comerica Bank
46
Comerica Bank
Texas
$167K -$3.38K -102 -2%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$133K – – –
MFG
48
Mendota Financial Group
Wisconsin
$127K -$21.9K -659 -15%
AF
49
Allworth Financial
California
$112K +$66 +2 +0.1%
JIP
50
Jaffetilchin Investment Partners
Florida
$97.4K +$97.4K +2,936 New
1
2
3 4