BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

67 hedge funds and large institutions have $125M invested in John Hancock Financial Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+6
Holders Change %
+9.84%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
26
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$3.21M
2
Wells Fargo
2
Wells Fargo
California
$13.9M
3
SI
3
Stephens Inc
Arkansas
$1.45M
4
RJA
4
Raymond James & Associates
Florida
$5.73M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$13.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$46.4M
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.84M
4
CAG
4
Csenge Advisory Group
Florida
$239K
5
SPIA
5
Steward Partners Investment Advisory
New York
$2.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$17.6K +$61 +2 +0.3%
TF
52
TimeScale Financial
Massachusetts
$17.1K +$672 +22 +4%
PTC
53
Private Trust Company
Ohio
$15.3K – – –
TPCW
54
TD Private Client Wealth
New York
$13.2K – – –
FCA
55
FinTrust Capital Advisors
South Carolina
$7.1K – – –
BWL
56
Bogart Wealth LLC
Virginia
$7.06K – – –
TWC
57
TD Waterhouse Canada
Ontario, Canada
$6.08K +$6.08K +150 New
HCM
58
Highlander Capital Management
New Jersey
$6K – – –
HS
59
Horan Securities
United States
$5.38K +$5.38K +176 New
GWM
60
Geneos Wealth Management
Colorado
$5.04K – – –
GRP
61
Global Retirement Partners
California
$4.46K – – –
HI
62
Harbour Investments
Wisconsin
$3.82K +$3.05K +100 +400%
TFA
63
Toth Financial Advisory
Virginia
$3.21K +$3.21K +105 New
BFEC
64
Benjamin F. Edwards & Company
Missouri
$2K – – –
CBT
65
Central Bank & Trust
Kentucky
$794 +$794 +26 New
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$473 -$110 -3,612 -19%
BAM
67
Belpointe Asset Management
Nevada
$366 +$366 +12 New
HNB
68
Huntington National Bank
Ohio
$31 -$33 – –
WAM
69
Wolverine Asset Management
Illinois
– -$1.11M -33,184 Closed
PAG
70
Private Advisor Group
New Jersey
– -$379 -11,373 Closed
EC
71
Elequin Capital
New York
– -$232K -6,977 Closed
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
– -$119K -3,592 Closed
MCC
73
Money Concepts Capital
Florida
– -$7K -210 Closed
CF
74
Concorde Financial
Texas
– -$2.37K -75 Closed
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