BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

74 hedge funds and large institutions have $151M invested in John Hancock Financial Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
74
Holders Change
-2
Holders Change %
-2.63%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
22
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$6.63M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.13M
3
TVAMP
3
Tennessee Valley Asset Management Partners
Tennessee
$737K
4
SPIA
4
Steward Partners Investment Advisory
New York
$993K
5
Stifel Financial
5
Stifel Financial
Missouri
$2.56M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$939K
2
SI
2
Stephens Inc
Arkansas
$464K
3
Wells Fargo
3
Wells Fargo
California
$20.6M
4
AIC
4
Aurora Investment Counsel
Georgia
$2.63M
5
FAM
5
Formidable Asset Management
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$701K +$10.4K +292 +2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$660K +$15.2K +425 +2%
PGFC
28
Peapack-Gladstone Financial Corp
New Jersey
$605K -$4.03K -113 -0.7%
HighTower Advisors
29
HighTower Advisors
Illinois
$594K +$42.8K +1,198 +8%
PAG
30
Private Advisor Group
New Jersey
$551K +$52.4K +1,467 +10%
SI
31
Stephens Inc
Arkansas
$464K -$1.13M -31,768 -71%
LMKC
32
L.M. Kohn & Company
Ohio
$439K -$13.7K -384 -3%
KAS
33
Kestra Advisory Services
Texas
$417K +$417K +11,685 New
DADC
34
D.A. Davidson & Co
Montana
$402K +$5.78K +162 +1%
Osaic Holdings
35
Osaic Holdings
Arizona
$397K -$293K -8,198 -42%
IFWM
36
Institute for Wealth Management
Colorado
$385K – – –
AWE
37
Avidian Wealth Enterprises
Texas
$326K -$47.1K -1,320 -13%
JWCA
38
J.W. Cole Advisors
Florida
$323K +$3.82K +107 +1%
RWMG
39
Redwood Wealth Management Group
New Jersey
$315K – – –
AHL
40
Abel Hall LLC
Louisiana
$286K – – –
Creative Planning
41
Creative Planning
Kansas
$272K -$8.21K -230 -3%
WS
42
Wedbush Securities
California
$242K -$68.1K -1,907 -22%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$236K +$10.1K +283 +4%
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$212K +$212K +5,942 New
Comerica Bank
45
Comerica Bank
Texas
$180K – – –
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$143K – – –
AF
47
Allworth Financial
California
$126K +$74 +2 +0.1%
MFG
48
Mendota Financial Group
Wisconsin
$99K -$37.5K -1,052 -27%
MCM
49
MAI Capital Management
Ohio
$62.1K +$62.1K +1,740 New
PTC
50
Private Trust Company
Ohio
$53.5K – – –
1
2
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