BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

76 hedge funds and large institutions have $160M invested in John Hancock Financial Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
76
Holders Change
+12
Holders Change %
+18.75%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
18
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$80.9M
2
MFIM
2
Mesirow Financial Investment Management
Illinois
$1.34M
3
WAM
3
Wolverine Asset Management
Illinois
$1.23M
4
WIA
4
World Investment Advisors
California
$1.15M
5
LCM
5
Landscape Capital Management
New Jersey
$1.01M

Top Sellers

1
DI
1
DFPG Investments
Utah
$0
2
Stifel Financial
2
Stifel Financial
Missouri
$2.23M
3
LNC
3
Lincoln National Corp
Pennsylvania
$996K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$466K
5
NSAM
5
North Star Asset Management
Wisconsin
$2.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWMG
51
Redwood Wealth Management Group
New Jersey
$220K +$220K +7,329 New
WI
52
Wintrust Investments
Illinois
$205K +$205K +6,807 New
MFG
53
Mendota Financial Group
Wisconsin
$135K – – –
AF
54
Allworth Financial
California
$108K +$6.53K +217 +6%
HCM
55
Highlander Capital Management
New Jersey
$51.5K – – –
TIM
56
Thompson Investment Management
Wisconsin
$19.5K – – –
AF
57
Advisornet Financial
Minnesota
$18K – – –
CFD
58
Creative Financial Designs
Indiana
$18K +$18K +600 New
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
NA
60
NewEdge Advisors
Louisiana
$17.3K – – –
TFA
61
Toth Financial Advisory
Virginia
$16.8K – – –
IA
62
IFP Advisors
Florida
$15K – – –
PTC
63
Private Trust Company
Ohio
$15K – – –
SWM
64
Spire Wealth Management
Virginia
$13K – – –
TPCW
65
TD Private Client Wealth
New York
$13K – – –
BWL
66
Bogart Wealth LLC
Virginia
$6.95K – – –
PS
67
Principal Securities
Iowa
$6.77K +$6.77K +225 New
GRP
68
Global Retirement Partners
California
$5.08K – – –
GWM
69
Geneos Wealth Management
Colorado
$4.96K – – –
LA
70
LM Advisors
California
$4.64K +$4.64K +154 New
AA
71
AlphaMark Advisors
Kentucky
$4K +$4K +134 New
HI
72
Harbour Investments
Wisconsin
$3.76K – – –
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$2.41K -$28.9K -961 -92%
BFEC
74
Benjamin F. Edwards & Company
Missouri
$2K +$2K +50 New
TRCT
75
Tower Research Capital (TRC)
New York
$90 -$30 -1 -25%
1 2
3
4