BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

65 hedge funds and large institutions have $97.3M invested in John Hancock Financial Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 11 closing their positions.

Holders
65
Holders Change
-2
Holders Change %
-2.99%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
21
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$14.3M
2
AIC
2
Aurora Investment Counsel
Georgia
$2.1M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$495K
4
LPL Financial
4
LPL Financial
California
$1.74M
5
ASFA
5
All Season Financial Advisors
Colorado
$334K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.5M
2
Bank of America
2
Bank of America
North Carolina
$1.19M
3
M1FG
3
Mach-1 Financial Group
Arkansas
$0
4
RJA
4
Raymond James & Associates
Florida
$3.15M
5
SPIA
5
Steward Partners Investment Advisory
New York
$276K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$35.5M 1,324,392 -193,335 -13%
Wells Fargo
2
Wells Fargo
California
$14.3M 532,014 +75,532 +17%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.6M 393,884 -35,751 -8%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$5.74M 214,000 -27,717 -11%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.65M 136,200 +10,596 +8%
RJA
6
Raymond James & Associates
Florida
$3.15M 117,625 -69,924 -37%
NSAM
7
North Star Asset Management
Wisconsin
$2.42M 90,307 -3,513 -4%
FC
8
FCA Corp
Texas
$2.35M 87,495 -16 -0%
Stifel Financial
9
Stifel Financial
Missouri
$2.31M 86,023 -4,920 -5%
AIC
10
Aurora Investment Counsel
Georgia
$2.1M 78,403 +67,055 +591%
LPL Financial
11
LPL Financial
California
$1.74M 64,984 +12,858 +25%
Bank of America
12
Bank of America
North Carolina
$1.19M 44,553 -124,058 -74%
LNC
13
Lincoln National Corp
Pennsylvania
$1.09M 40,815 +3,793 +10%
SI
14
Stephens Inc
Arkansas
$962K 35,864 -11,489 -24%
UBS Group
15
UBS Group
Switzerland
$811K 30,251 +7,155 +31%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$767K 28,605 +2,661 +10%
PGFC
17
Peapack-Gladstone Financial Corp
New Jersey
$573K 21,358 -1 -0%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$495K 18,480 +18,480 New
BRWA
19
B. Riley Wealth Advisors
Florida
$467K 17,397 -94 -0.5%
OC
20
Oppenheimer & Co
New York
$441K 16,460 +7,513 +84%
ASN
21
Advisory Services Network
Georgia
$437K 16,281 +2,607 +19%
DI
22
DFPG Investments
Utah
$417K 13,795 -4,150 -23%
DADC
23
D.A. Davidson & Co
Montana
$396K 14,783 +666 +5%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$386K 14,409 -1,086 -7%
Osaic Holdings
25
Osaic Holdings
Arizona
$385K 14,351 +3,325 +30%
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