BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

76 hedge funds and large institutions have $137M invested in John Hancock Financial Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+7
Holders Change %
+10.14%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
27
Reduced
20
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$7.52M
2
SI
2
Stephens Inc
Arkansas
$1.48M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.56M
4
LPL Financial
4
LPL Financial
California
$3.69M
5
TCM
5
Triumph Capital Management
Colorado
$674K

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$0
2
LCM
2
Landscape Capital Management
New Jersey
$293K
3
Stifel Financial
3
Stifel Financial
Missouri
$1.85M
4
WI
4
Wintrust Investments
Illinois
$23K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$640K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
51
EverSource Wealth Advisors
Alabama
$82.9K – – –
PTC
52
Private Trust Company
Ohio
$49.7K – – –
CIBC Private Wealth Group
53
CIBC Private Wealth Group
Georgia
$41.2K +$31.2K +941 +314%
NA
54
NewEdge Advisors
Louisiana
$35.7K – – –
US Bancorp
55
US Bancorp
Minnesota
$30.1K +$30.1K +907 New
WI
56
Wintrust Investments
Illinois
$23K -$378K -11,477 -94%
TFA
57
Toth Financial Advisory
Virginia
$22.2K +$332 +10 +2%
MFC
58
Mechanics Financial Corp
Ohio
$21.6K +$21.6K +650 New
TIM
59
Thompson Investment Management
Wisconsin
$21.5K – – –
AF
60
Advisornet Financial
Minnesota
$19.9K – – –
CFD
61
Creative Financial Designs
Indiana
$19.9K – – –
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
IA
63
IFP Advisors
Florida
$16.6K – – –
SWM
64
Spire Wealth Management
Virginia
$14.2K – – –
EB
65
Eastern Bank
Massachusetts
$8.29K +$8.29K +250 New
BWL
66
Bogart Wealth LLC
Virginia
$7.66K – – –
PS
67
Principal Securities
Iowa
$7.46K – – –
FCA
68
FinTrust Capital Advisors
South Carolina
$7.06K +$7.06K +213 New
AA
69
AlphaMark Advisors
Kentucky
$6K +$103 +3 +2%
GRP
70
Global Retirement Partners
California
$5.67K – – –
GWM
71
Geneos Wealth Management
Colorado
$5.47K – – –
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$4.84K +$2.19K +66 +83%
HI
73
Harbour Investments
Wisconsin
$4.15K – – –
IRC
74
Investors Research Corp
Georgia
$3.65K – – –
IAIM
75
International Assets Investment Management
Florida
$1.83K +$1.77K +58,692 +3,216%
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3
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