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 %
IAIM
76
International Assets Investment Management
Florida
– -$1.83K -60,517 Closed
FAM
77
Formidable Asset Management
Ohio
– -$329K -9,910 Closed
LCM
78
Landscape Capital Management
New Jersey
– -$293K -8,840 Closed
JIP
79
Jaffetilchin Investment Partners
Florida
– -$97.4K -2,936 Closed
EWA
80
EverSource Wealth Advisors
Alabama
– -$82.9K -2,500 Closed
US Bancorp
81
US Bancorp
Minnesota
– -$30.1K -907 Closed
WI
82
Wintrust Investments
Illinois
– -$23K -699 Closed
MFC
83
Mechanics Financial Corp
Ohio
– -$21.6K -650 Closed
PS
84
Principal Securities
Iowa
– -$7.46K -225 Closed
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