BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

76 hedge funds and large institutions have $160M invested in John Hancock Financial Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
76
Holders Change
+12
Holders Change %
+18.75%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
18
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$80.9M
2
MFIM
2
Mesirow Financial Investment Management
Illinois
$1.34M
3
WAM
3
Wolverine Asset Management
Illinois
$1.23M
4
WIA
4
World Investment Advisors
California
$1.15M
5
LCM
5
Landscape Capital Management
New Jersey
$1.01M

Top Sellers

1
DI
1
DFPG Investments
Utah
$0
2
Stifel Financial
2
Stifel Financial
Missouri
$2.23M
3
LNC
3
Lincoln National Corp
Pennsylvania
$996K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$466K
5
NSAM
5
North Star Asset Management
Wisconsin
$2.35M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$80.9M 2,691,034 +1,388,726 +107%
Wells Fargo
2
Wells Fargo
California
$17.7M 589,601 – –
RJFSA
3
Raymond James Financial Services Advisors
Florida
$12.7M 420,783 +30,636 +8%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$6.28M 208,796 -4,352 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.64M 154,135 +5,124 +3%
RJA
6
Raymond James & Associates
Florida
$3.49M 116,146 -4,564 -4%
FC
7
FCA Corp
Texas
$2.75M 91,296 +507 +0.6%
LPL Financial
8
LPL Financial
California
$2.37M 78,819 +6,386 +9%
NSAM
9
North Star Asset Management
Wisconsin
$2.35M 78,104 -5,040 -6%
Stifel Financial
10
Stifel Financial
Missouri
$2.23M 74,146 -6,887 -8%
AIC
11
Aurora Investment Counsel
Georgia
$2.21M 86,761 +5,159 +6%
MFIM
12
Mesirow Financial Investment Management
Illinois
$1.34M 44,500 +44,500 New
Bank of America
13
Bank of America
North Carolina
$1.31M 43,675 -4,526 -9%
WAM
14
Wolverine Asset Management
Illinois
$1.23M 40,995 +40,995 New
WIA
15
World Investment Advisors
California
$1.15M 38,073 +38,073 New
UBS Group
16
UBS Group
Switzerland
$1.12M 37,298 +7,672 +26%
GJWM
17
Gilliland Jeter Wealth Management
Arkansas
$1.09M 36,317 +36,317 New
LCM
18
Landscape Capital Management
New Jersey
$1.01M 33,531 +33,531 New
LNC
19
Lincoln National Corp
Pennsylvania
$996K 33,108 -6,597 -17%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$925K 30,756 -189 -0.6%
OC
21
Oppenheimer & Co
New York
$767K 25,506 +7,440 +41%
SIC
22
Samalin Investment Counsel
New York
$664K 22,075 +6,115 +38%
SI
23
Stephens Inc
Arkansas
$619K 20,593 +10,368 +101%
PGFC
24
Peapack-Gladstone Financial Corp
New Jersey
$587K 19,515 -1,477 -7%
ASFA
25
All Season Financial Advisors
Colorado
$584K 19,407 +6,319 +48%
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