BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

63 hedge funds and large institutions have $125M invested in John Hancock Financial Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 7 closing their positions.

Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
23
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54.3M
2
SI
2
Stephens Inc
Arkansas
$1.55M
3
WAM
3
Wolverine Asset Management
Illinois
$914K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.1M
5
SPIA
5
Steward Partners Investment Advisory
New York
$2.52M

Top Sellers

1
EPAM
1
Euro Pacific Asset Management
Puerto Rico
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$12M
3
Invesco
3
Invesco
Georgia
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$496K
5
AWS
5
Atria Wealth Solutions
New York
$202K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$54.3M 1,719,453 +58,715 +4%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$12M 380,567 -16,485 -4%
Wells Fargo
3
Wells Fargo
California
$10.9M 346,737 +3,261 +0.9%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$8.02M 253,976 -2,012 -0.8%
Bank of America
5
Bank of America
North Carolina
$5.78M 182,994 -4,708 -3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.1M 161,643 +14,219 +10%
RJA
7
Raymond James & Associates
Florida
$4.27M 135,417 -4,895 -3%
NSAM
8
North Star Asset Management
Wisconsin
$3.08M 97,438 -1,450 -1%
FC
9
FCA Corp
Texas
$2.68M 85,030 +112 +0.1%
SPIA
10
Steward Partners Investment Advisory
New York
$2.52M 79,944 +8,946 +13%
Stifel Financial
11
Stifel Financial
Missouri
$2.35M 74,310 +946 +1%
LPL Financial
12
LPL Financial
California
$1.56M 49,291 +2,328 +5%
SI
13
Stephens Inc
Arkansas
$1.55M 49,142 +39,117 +390%
LNC
14
Lincoln National Corp
Pennsylvania
$935K 29,630 +3,678 +14%
WAM
15
Wolverine Asset Management
Illinois
$914K 28,980 +28,980 New
CAG
16
Csenge Advisory Group
Florida
$885K 28,050 +634 +2%
UBS Group
17
UBS Group
Switzerland
$696K 22,054 -5,526 -20%
PGFC
18
Peapack-Gladstone Financial Corp
New Jersey
$674K 21,359 -79 -0.4%
BRWA
19
B. Riley Wealth Advisors
Florida
$562K 17,808 +929 +6%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$500K 15,849 -1,958 -11%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$496K 15,720 -7,837 -33%
OCM
22
Orleans Capital Management
Louisiana
$361K 11,440 – –
PAG
23
Private Advisor Group
New Jersey
$347K 10,979 +1,500 +16%
DADC
24
D.A. Davidson & Co
Montana
$344K 10,893 +13 +0.1%
IFWM
25
Institute for Wealth Management
Colorado
$343K 10,868 – –
1
2 3