BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

69 hedge funds and large institutions have $110M invested in John Hancock Financial Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
–
Holders Change %
0%
% 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
8
Increased
29
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$2.73M
2
WIA
2
World Investment Advisors
California
$1.03M
3
WAM
3
Wolverine Asset Management
Illinois
$1.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.47M
5
SFS
5
Shaker Financial Services
Virginia
$1.14M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.4M
2
MFIM
2
Mesirow Financial Investment Management
Illinois
$0
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$10.7M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
51
Private Trust Company
Ohio
$42K +$28K +1,000 +200%
NA
52
NewEdge Advisors
Louisiana
$30.1K – – –
TFA
53
Toth Financial Advisory
Virginia
$18.5K +$2.8K +100 +18%
TIM
54
Thompson Investment Management
Wisconsin
$18.2K – – –
AF
55
Advisornet Financial
Minnesota
$16.8K – – –
CFD
56
Creative Financial Designs
Indiana
$16.8K – – –
IA
57
IFP Advisors
Florida
$14K – – –
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$14K – – –
SWM
59
Spire Wealth Management
Virginia
$12K – – –
CIBC Private Wealth Group
60
CIBC Private Wealth Group
Georgia
$8.37K – – –
BWL
61
Bogart Wealth LLC
Virginia
$6.47K – – –
PS
62
Principal Securities
Iowa
$6.3K – – –
AA
63
AlphaMark Advisors
Kentucky
$5K +$349 +12 +8%
GRP
64
Global Retirement Partners
California
$4.79K – – –
GWM
65
Geneos Wealth Management
Colorado
$4.62K – – –
HI
66
Harbour Investments
Wisconsin
$3.5K – – –
IRC
67
Investors Research Corp
Georgia
$3.08K +$3.08K +110 New
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$2.24K – – –
TRCT
69
Tower Research Capital (TRC)
New York
$84 +$84 +3 New
HNB
70
Huntington National Bank
Ohio
$28 -$30 – –
MFIM
71
Mesirow Financial Investment Management
Illinois
– -$1.32M -44,500 Closed
LNC
72
Lincoln National Corp
Pennsylvania
– -$873K -29,510 Closed
BRWA
73
B. Riley Wealth Advisors
Florida
– -$437K -16,645 Closed
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
– -$257K -8,694 Closed
ASN
75
Advisory Services Network
Georgia
– -$208K -7,047 Closed
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