BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

65 hedge funds and large institutions have $97.3M invested in John Hancock Financial Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 11 closing their positions.

Holders
65
Holders Change
-2
Holders Change %
-2.99%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
21
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$14.3M
2
AIC
2
Aurora Investment Counsel
Georgia
$2.1M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$495K
4
LPL Financial
4
LPL Financial
California
$1.74M
5
ASFA
5
All Season Financial Advisors
Colorado
$334K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.5M
2
Bank of America
2
Bank of America
North Carolina
$1.19M
3
M1FG
3
Mach-1 Financial Group
Arkansas
$0
4
RJA
4
Raymond James & Associates
Florida
$3.15M
5
SPIA
5
Steward Partners Investment Advisory
New York
$276K
Name Market Value Shares Shares
Change 		Shares
Change %
CBT
76
Central Bank & Trust
Kentucky
– – -26 Closed
BAM
77
Belpointe Asset Management
Nevada
– – -12 Closed
BWM
78
Baystate Wealth Management
Massachusetts
– – – –
CFGS
79
Concourse Financial Group Securities
Alabama
– – – –
1 2 3
4