BTO

John Hancock Financial Opportunities Fund

64 hedge funds and large institutions have $96.7M invested in John Hancock Financial Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
64
Holders Change
-1
Holders Change %
-1.54%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
23
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$15K 589
TFA
52
Toth Financial Advisory
Virginia
$14.7K 560 +55 +11%
PTC
53
Private Trust Company
Ohio
$13.1K 500
IA
54
IFP Advisors
Florida
$13.1K 500 +500 New
TPCW
55
TD Private Client Wealth
New York
$11.3K 431
SWM
56
Spire Wealth Management
Virginia
$11.3K 429 -879 -67%
BWL
57
Bogart Wealth LLC
Virginia
$6.07K 231
CAL
58
Capital Analysts LLC
Pennsylvania
$5K 200 +200 New
GRP
59
Global Retirement Partners
California
$4.34K 171
GWM
60
Geneos Wealth Management
Colorado
$4.33K 165
HBW
61
Hazlett, Burt & Watson
West Virginia
$4K 150 +150 New
HI
62
Harbour Investments
Wisconsin
$3.28K 125
CSPIA
63
Cary Street Partners Investment Advisory
Virginia
$1.97K 75
TRCT
64
Tower Research Capital (TRC)
New York
$105 4 -1 -20%
HNB
65
Huntington National Bank
Ohio
S
66
SignatureFD
Georgia
-1,000 Closed
IWP
67
IAG Wealth Partners
Wisconsin
-944 Closed
FCA
68
FinTrust Capital Advisors
South Carolina
-213 Closed
HS
69
Horan Securities
United States
-180 Closed
TWC
70
TD Waterhouse Canada
Ontario, Canada
-150 Closed
Fidelity Investments
71
Fidelity Investments
Massachusetts
-1 Closed
BWM
72
Baystate Wealth Management
Massachusetts
NS
73
NBC Securities
Alabama
CFGS
74
Concourse Financial Group Securities
Alabama
AWM
75
Activest Wealth Management
Florida