BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

69 hedge funds and large institutions have $115M invested in John Hancock Financial Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
69
Holders Change
-7
Holders Change %
-9.21%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
23
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$627K
2
LCM
2
Landscape Capital Management
New Jersey
$1.45M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.98M
4
Stifel Financial
4
Stifel Financial
Missouri
$2.35M
5
WI
5
Wintrust Investments
Illinois
$331K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$39.5M
2
WIA
2
World Investment Advisors
California
$0
3
WAM
3
Wolverine Asset Management
Illinois
$232K
4
Wells Fargo
4
Wells Fargo
California
$17M
5
EC
5
Elequin Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$31.8K +$14.8K +500 +87%
TIM
52
Thompson Investment Management
Wisconsin
$19.2K – – –
AF
53
Advisornet Financial
Minnesota
$17.7K – – –
CFD
54
Creative Financial Designs
Indiana
$17.7K – – –
TFA
55
Toth Financial Advisory
Virginia
$16.6K – – –
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$15K -$2.19K -75 -13%
IA
57
IFP Advisors
Florida
$14.8K – – –
PTC
58
Private Trust Company
Ohio
$14.8K – – –
TPCW
59
TD Private Client Wealth
New York
$12.7K – – –
SWM
60
Spire Wealth Management
Virginia
$12.7K – – –
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$8.73K +$8.73K +300 New
BWL
62
Bogart Wealth LLC
Virginia
$6.83K – – –
PS
63
Principal Securities
Iowa
$6.66K – – –
GRP
64
Global Retirement Partners
California
$5.06K – – –
AA
65
AlphaMark Advisors
Kentucky
$5K +$813 +26 +19%
GWM
66
Geneos Wealth Management
Colorado
$4.88K – – –
HI
67
Harbour Investments
Wisconsin
$3.7K – – –
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$2.37K – – –
CA
69
CoreCap Advisors
Michigan
$1.48K +$1.48K +50 New
HNB
70
Huntington National Bank
Ohio
$30 -$30 – –
WIA
71
World Investment Advisors
California
– -$1.15M -38,073 Closed
EC
72
Elequin Capital
New York
– -$379K -12,609 Closed
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
– -$354K -11,785 Closed
HighTower Advisors
74
HighTower Advisors
Illinois
– -$306K -10,221 Closed
Invesco
75
Invesco
Georgia
– -$231K -7,663 Closed
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