BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

61 hedge funds and large institutions have $129M invested in John Hancock Financial Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 8 closing their positions.

Holders
61
Holders Change
-2
Holders Change %
-3.17%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
22
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$12.3M
2
DI
2
DFPG Investments
Utah
$748K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$13.3M
4
RJA
4
Raymond James & Associates
Florida
$5.05M
5
Stifel Financial
5
Stifel Financial
Missouri
$2.75M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.5M
2
SI
2
Stephens Inc
Arkansas
$359K
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$7.37M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.1M
5
PG
5
Patten Group
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$53.5M 1,606,645 -112,808 -7%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$13.3M 400,373 +19,806 +5%
Wells Fargo
3
Wells Fargo
California
$12.3M 369,231 +22,494 +6%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$7.37M 221,119 -32,857 -13%
Bank of America
5
Bank of America
North Carolina
$6.04M 181,419 -1,575 -0.9%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.1M 153,073 -8,570 -5%
RJA
7
Raymond James & Associates
Florida
$5.05M 151,664 +16,247 +12%
NSAM
8
North Star Asset Management
Wisconsin
$3.21M 96,495 -943 -1%
SPIA
9
Steward Partners Investment Advisory
New York
$2.91M 87,429 +7,485 +9%
FC
10
FCA Corp
Texas
$2.86M 85,842 +812 +1%
Stifel Financial
11
Stifel Financial
Missouri
$2.75M 82,554 +8,244 +11%
LPL Financial
12
LPL Financial
California
$1.65M 49,458 +167 +0.3%
WAM
13
Wolverine Asset Management
Illinois
$1.11M 33,184 +4,204 +15%
LNC
14
Lincoln National Corp
Pennsylvania
$1.04M 31,296 +1,666 +6%
CAG
15
Csenge Advisory Group
Florida
$898K 26,949 -1,101 -4%
DI
16
DFPG Investments
Utah
$748K 20,645 +20,645 New
UBS Group
17
UBS Group
Switzerland
$728K 21,862 -192 -0.9%
PGFC
18
Peapack-Gladstone Financial Corp
New Jersey
$711K 21,359 – –
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$674K 20,231 +4,382 +28%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$636K 19,107 +3,387 +22%
BRWA
21
B. Riley Wealth Advisors
Florida
$555K 16,629 -1,179 -7%
Osaic Holdings
22
Osaic Holdings
Arizona
$428K 12,862 +5,147 +67%
OCM
23
Orleans Capital Management
Louisiana
$381K 11,440 – –
IFWM
24
Institute for Wealth Management
Colorado
$362K 10,868 – –
Ameriprise
25
Ameriprise
Minnesota
$360K 10,783 +1,030 +11%
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