BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

67 hedge funds and large institutions have $125M invested in John Hancock Financial Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
67
Holders Change
+6
Holders Change %
+9.84%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
26
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$3.21M
2
Wells Fargo
2
Wells Fargo
California
$13.9M
3
SI
3
Stephens Inc
Arkansas
$1.45M
4
RJA
4
Raymond James & Associates
Florida
$5.73M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$13.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$46.4M
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.84M
4
CAG
4
Csenge Advisory Group
Florida
$239K
5
SPIA
5
Steward Partners Investment Advisory
New York
$2.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$46.4M -$2.72M -88,918 -6%
Wells Fargo
2
Wells Fargo
California
$13.9M +$2.66M +87,251 +24%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$13.1M +$894K +29,262 +7%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$7.38M +$629K +20,598 +9%
RJA
5
Raymond James & Associates
Florida
$5.73M +$1.1M +35,885 +24%
Bank of America
6
Bank of America
North Carolina
$5.15M -$391K -12,808 -7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.84M -$839K -27,469 -18%
M1FG
8
Mach-1 Financial Group
Arkansas
$3.21M +$3.21M +105 New
NSAM
9
North Star Asset Management
Wisconsin
$2.87M -$81.7K -2,675 -3%
Stifel Financial
10
Stifel Financial
Missouri
$2.78M +$256K +8,389 +10%
FC
11
FCA Corp
Texas
$2.67M +$51K +1,669 +2%
SPIA
12
Steward Partners Investment Advisory
New York
$2.16M -$513K -16,785 -19%
LPL Financial
13
LPL Financial
California
$1.59M +$81.5K +2,668 +5%
SI
14
Stephens Inc
Arkansas
$1.45M +$1.12M +36,578 +339%
LNC
15
Lincoln National Corp
Pennsylvania
$1.13M +$175K +5,726 +18%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$792K +$174K +5,713 +28%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$734K +$734K +24,025 New
UBS Group
18
UBS Group
Switzerland
$705K +$37.7K +1,234 +6%
PGFC
19
Peapack-Gladstone Financial Corp
New Jersey
$652K – – –
DI
20
DFPG Investments
Utah
$548K -$82.5K -2,700 -13%
BRWA
21
B. Riley Wealth Advisors
Florida
$534K +$26.3K +862 +5%
AWS
22
Atria Wealth Solutions
New York
$444K +$444K +14,543 New
DADC
23
D.A. Davidson & Co
Montana
$431K +$109K +3,562 +34%
ASN
24
Advisory Services Network
Georgia
$418K +$351K +11,488 +526%
AIC
25
Aurora Investment Counsel
Georgia
$347K +$347K +11,348 New
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