BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

74 hedge funds and large institutions have $151M invested in John Hancock Financial Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
-2
Holders Change %
-2.63%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
22
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$6.63M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.13M
3
TVAMP
3
Tennessee Valley Asset Management Partners
Tennessee
$737K
4
SPIA
4
Steward Partners Investment Advisory
New York
$993K
5
Stifel Financial
5
Stifel Financial
Missouri
$2.56M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$939K
2
SI
2
Stephens Inc
Arkansas
$464K
3
Wells Fargo
3
Wells Fargo
California
$20.6M
4
AIC
4
Aurora Investment Counsel
Georgia
$2.63M
5
FAM
5
Formidable Asset Management
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$43.3K – – –
NA
52
NewEdge Advisors
Louisiana
$38.4K – – –
TFA
53
Toth Financial Advisory
Virginia
$26.6K +$2.68K +75 +11%
TIM
54
Thompson Investment Management
Wisconsin
$23.2K – – –
AF
55
Advisornet Financial
Minnesota
$21.4K – – –
CFD
56
Creative Financial Designs
Indiana
$21.4K – – –
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
HFS
58
Hantz Financial Services
Michigan
$18K +$18K +500 New
IA
59
IFP Advisors
Florida
$17.8K – – –
SWM
60
Spire Wealth Management
Virginia
$15.3K – – –
Jones Financial Companies
61
Jones Financial Companies
Missouri
$14.8K +$14.8K +416 New
EB
62
Eastern Bank
Massachusetts
$8.92K – – –
BWL
63
Bogart Wealth LLC
Virginia
$8.24K – – –
T
64
Tidemark
California
$8.03K +$8.03K +225 New
WWA
65
Wingate Wealth Advisors
Massachusetts
$7.85K +$7.85K +220 New
NWM
66
Navigoe Wealth Management
California
$7K +$7K +200 New
GRP
67
Global Retirement Partners
California
$6.1K – – –
AA
68
AlphaMark Advisors
Kentucky
$6K +$101 +3 +2%
GWM
69
Geneos Wealth Management
Colorado
$5.89K – – –
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$5.32K +$107 +3 +2%
HI
71
Harbour Investments
Wisconsin
$4.46K – – –
IRC
72
Investors Research Corp
Georgia
$3.93K – – –
CA
73
CoreCap Advisors
Michigan
$1.78K – – –
TRCT
74
Tower Research Capital (TRC)
New York
$107 -$262K -7,342 -100%
HNB
75
Huntington National Bank
Ohio
$36 -$33 – –
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3
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