BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

63 hedge funds and large institutions have $125M invested in John Hancock Financial Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 7 closing their positions.

Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
23
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54.3M
2
SI
2
Stephens Inc
Arkansas
$1.55M
3
WAM
3
Wolverine Asset Management
Illinois
$914K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.1M
5
SPIA
5
Steward Partners Investment Advisory
New York
$2.52M

Top Sellers

1
EPAM
1
Euro Pacific Asset Management
Puerto Rico
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$12M
3
Invesco
3
Invesco
Georgia
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$496K
5
AWS
5
Atria Wealth Solutions
New York
$202K
Name Market Value Shares Shares
Change 		Shares
Change %
FF
51
FourThought Financial
Florida
$8K 255 – –
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$8K 257 +68 +36%
BWL
53
Bogart Wealth LLC
Virginia
$7K 231 – –
FCA
54
FinTrust Capital Advisors
South Carolina
$7K 213 – –
SBL
55
Sargent Bickham Lagudis
Colorado
$6K 200 -100 -33%
HCM
56
Highlander Capital Management
New Jersey
$6K 187 – –
GRP
57
Global Retirement Partners
California
$6K 171 +125 +272%
GWM
58
Geneos Wealth Management
Colorado
$5K 165 -1,430 -90%
M1FG
59
Mach-1 Financial Group
Arkansas
$3K 105 – –
BFEC
60
Benjamin F. Edwards & Company
Missouri
$2K 50 – –
CF
61
Concorde Financial
Texas
$2K 75 +75 New
HI
62
Harbour Investments
Wisconsin
$1K 25 – –
EPAM
63
Euro Pacific Asset Management
Puerto Rico
– – -330,802 Closed
Invesco
64
Invesco
Georgia
– – -12,223 Closed
Truist Financial
65
Truist Financial
North Carolina
– – -5,987 Closed
Creative Planning
66
Creative Planning
Kansas
– – -5,784 Closed
VVP
67
Venture Visionary Partners
Ohio
– – -850 Closed
WTC
68
WhitTier Trust Company
Nevada
– – -84 Closed
CA
69
CoreCap Advisors
Michigan
– – -50 Closed
CFGS
70
Concourse Financial Group Securities
Alabama
– – – –
HNB
71
Huntington National Bank
Ohio
– – – –
AF
72
Advisornet Financial
Minnesota
– – – –
Fidelity Investments
73
Fidelity Investments
Massachusetts
$0 1 +1 New
1 2
3