BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

61 hedge funds and large institutions have $129M invested in John Hancock Financial Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 8 closing their positions.

Holders
61
Holders Change
-2
Holders Change %
-3.17%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
22
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$12.3M
2
DI
2
DFPG Investments
Utah
$748K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$13.3M
4
RJA
4
Raymond James & Associates
Florida
$5.05M
5
Stifel Financial
5
Stifel Financial
Missouri
$2.75M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.5M
2
SI
2
Stephens Inc
Arkansas
$359K
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$7.37M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.1M
5
PG
5
Patten Group
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FCA
51
FinTrust Capital Advisors
South Carolina
$7.1K 213 – –
MCC
52
Money Concepts Capital
Florida
$7K 210 +210 New
SBL
53
Sargent Bickham Lagudis
Colorado
$6.66K 200 – –
HCM
54
Highlander Capital Management
New Jersey
$6K 187 – –
GRP
55
Global Retirement Partners
California
$5.7K 171 – –
GWM
56
Geneos Wealth Management
Colorado
$5.5K 165 – –
CF
57
Concorde Financial
Texas
$2.37K 75 – –
BFEC
58
Benjamin F. Edwards & Company
Missouri
$2K 50 – –
HI
59
Harbour Investments
Wisconsin
$833 25 – –
PAG
60
Private Advisor Group
New Jersey
$379 11,373 +394 +4%
HNB
61
Huntington National Bank
Ohio
– – – –
NA
62
NewEdge Advisors
Louisiana
$19 574 +574 New
PG
63
Patten Group
Tennessee
– – -7,010 Closed
MC
64
Moors & Cabot
Massachusetts
– – -6,604 Closed
AWS
65
Atria Wealth Solutions
New York
– – -6,394 Closed
TWM
66
Tradition Wealth Management
Minnesota
– – -2,030 Closed
AIM
67
Axiom Investment Management
New York
– – -2,000 Closed
HWMA
68
Heritage Wealth Management (Arizona)
Arizona
– – -1,500 Closed
M1FG
69
Mach-1 Financial Group
Arkansas
– – -105 Closed
Fidelity Investments
70
Fidelity Investments
Massachusetts
– – -1 Closed
CFGS
71
Concourse Financial Group Securities
Alabama
– – – –
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