BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

65 hedge funds and large institutions have $97.3M invested in John Hancock Financial Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 11 closing their positions.

Holders
65
Holders Change
-2
Holders Change %
-2.99%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
21
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$14.3M
2
AIC
2
Aurora Investment Counsel
Georgia
$2.1M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$495K
4
LPL Financial
4
LPL Financial
California
$1.74M
5
ASFA
5
All Season Financial Advisors
Colorado
$334K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.5M
2
Bank of America
2
Bank of America
North Carolina
$1.19M
3
M1FG
3
Mach-1 Financial Group
Arkansas
$0
4
RJA
4
Raymond James & Associates
Florida
$3.15M
5
SPIA
5
Steward Partners Investment Advisory
New York
$276K
Name Market Value Shares Shares
Change 		Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$15.4K 576 – –
TF
52
TimeScale Financial
Massachusetts
$15.4K 572 +11 +2%
TFA
53
Toth Financial Advisory
Virginia
$13.5K 505 +400 +381%
PTC
54
Private Trust Company
Ohio
$13.4K 500 – –
TPCW
55
TD Private Client Wealth
New York
$11.6K 431 – –
FCA
56
FinTrust Capital Advisors
South Carolina
$7.1K 213 – –
BWL
57
Bogart Wealth LLC
Virginia
$6.2K 231 – –
TWC
58
TD Waterhouse Canada
Ontario, Canada
$5.12K 150 – –
HS
59
Horan Securities
United States
$4.83K 180 +4 +2%
GRP
60
Global Retirement Partners
California
$4.59K 171 – –
GWM
61
Geneos Wealth Management
Colorado
$4.43K 165 – –
HI
62
Harbour Investments
Wisconsin
$3.35K 125 – –
CSPIA
63
Cary Street Partners Investment Advisory
Virginia
$2.01K 75 +75 New
TRCT
64
Tower Research Capital (TRC)
New York
$134 5 +5 New
HNB
65
Huntington National Bank
Ohio
– – – –
Fidelity Investments
66
Fidelity Investments
Massachusetts
$27 1 +1 New
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
– – -24,025 Closed
OCM
68
Orleans Capital Management
Louisiana
– – -11,207 Closed
JWCA
69
J.W. Cole Advisors
Florida
– – -7,964 Closed
CAG
70
Csenge Advisory Group
Florida
– – -7,812 Closed
RWMG
71
Redwood Wealth Management Group
New Jersey
– – -7,329 Closed
VWA
72
V Wealth Advisors
Kansas
– – -7,202 Closed
WI
73
Wintrust Investments
Illinois
– – -6,938 Closed
M1FG
74
Mach-1 Financial Group
Arkansas
– – -105 Closed
BFEC
75
Benjamin F. Edwards & Company
Missouri
– – -50 Closed
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