BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

66 hedge funds and large institutions have $145M invested in John Hancock Financial Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 7 closing their positions.

Holders
66
Holders Change
-1
Holders Change %
-1.49%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
23
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EPAM
1
Euro Pacific Asset Management
Puerto Rico
$1.12M
2
Morgan Stanley
2
Morgan Stanley
New York
$61.7M
3
Stifel Financial
3
Stifel Financial
Missouri
$2.72M
4
SPIA
4
Steward Partners Investment Advisory
New York
$2.64M
5
LNC
5
Lincoln National Corp
Pennsylvania
$964K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$1.74M
2
Wells Fargo
2
Wells Fargo
California
$12.8M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$14.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.47M
5
Ameriprise
5
Ameriprise
Minnesota
$354K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$61.7M 1,660,738 +23,959 +1%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$14.7M 397,052 -9,541 -2%
Wells Fargo
3
Wells Fargo
California
$12.8M 343,476 -14,755 -4%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$9M 255,988 -761 -0.3%
Bank of America
5
Bank of America
North Carolina
$6.97M 187,702 -3,107 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.47M 147,424 -9,003 -6%
RJA
7
Raymond James & Associates
Florida
$5.21M 140,312 +3,550 +3%
NSAM
8
North Star Asset Management
Wisconsin
$3.67M 98,888 -2,530 -2%
FC
9
FCA Corp
Texas
$3.15M 84,918 +90 +0.1%
Stifel Financial
10
Stifel Financial
Missouri
$2.72M 73,364 +14,952 +26%
SPIA
11
Steward Partners Investment Advisory
New York
$2.64M 70,998 +9,044 +15%
LPL Financial
12
LPL Financial
California
$1.74M 46,963 -38,139 -45%
EPAM
13
Euro Pacific Asset Management
Puerto Rico
$1.12M 330,802 +330,802 New
UBS Group
14
UBS Group
Switzerland
$1.02M 27,580 -2,644 -9%
CAG
15
Csenge Advisory Group
Florida
$1.02M 27,416 +1,313 +5%
LNC
16
Lincoln National Corp
Pennsylvania
$964K 25,952 +7,490 +41%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$874K 23,557 -24 -0.1%
PGFC
18
Peapack-Gladstone Financial Corp
New Jersey
$796K 21,438 – –
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$661K 17,807 +1,290 +8%
BRWA
20
B. Riley Wealth Advisors
Florida
$627K 16,879 +509 +3%
Mariner
21
Mariner
Kansas
$528K 14,220 +3,779 +36%
AWS
22
Atria Wealth Solutions
New York
$523K 14,078 -1,487 -10%
Invesco
23
Invesco
Georgia
$454K 12,223 -1,557 -11%
OCM
24
Orleans Capital Management
Louisiana
$425K 11,440 -52 -0.5%
IFWM
25
Institute for Wealth Management
Colorado
$404K 10,868 – –
1
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