BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

69 hedge funds and large institutions have $115M invested in John Hancock Financial Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
69
Holders Change
-7
Holders Change %
-9.21%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
23
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$627K
2
LCM
2
Landscape Capital Management
New Jersey
$1.45M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.98M
4
Stifel Financial
4
Stifel Financial
Missouri
$2.35M
5
WI
5
Wintrust Investments
Illinois
$331K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$39.5M
2
WIA
2
World Investment Advisors
California
$0
3
WAM
3
Wolverine Asset Management
Illinois
$232K
4
Wells Fargo
4
Wells Fargo
California
$17M
5
EC
5
Elequin Capital
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$39.5M 1,336,510 -1,354,524 -50%
Wells Fargo
2
Wells Fargo
California
$17M 575,612 -13,989 -2%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$12.1M 410,138 -10,645 -3%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$6.23M 210,614 +1,818 +0.9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.98M 168,440 +14,305 +9%
RJA
6
Raymond James & Associates
Florida
$3.53M 119,283 +3,137 +3%
FC
7
FCA Corp
Texas
$2.72M 91,928 +632 +0.7%
AIC
8
Aurora Investment Counsel
Georgia
$2.63M 88,850 +2,089 +2%
LPL Financial
9
LPL Financial
California
$2.45M 82,924 +4,105 +5%
Stifel Financial
10
Stifel Financial
Missouri
$2.35M 79,593 +5,447 +7%
NSAM
11
North Star Asset Management
Wisconsin
$2.28M 76,999 -1,105 -1%
LCM
12
Landscape Capital Management
New Jersey
$1.45M 48,885 +15,354 +46%
MFIM
13
Mesirow Financial Investment Management
Illinois
$1.32M 44,500 – –
Bank of America
14
Bank of America
North Carolina
$1.25M 42,101 -1,574 -4%
GJWM
15
Gilliland Jeter Wealth Management
Arkansas
$1.08M 36,468 +151 +0.4%
UBS Group
16
UBS Group
Switzerland
$1.08M 36,376 -922 -2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.01M 34,008 +3,252 +11%
LNC
18
Lincoln National Corp
Pennsylvania
$873K 29,510 -3,598 -11%
OC
19
Oppenheimer & Co
New York
$779K 26,337 +831 +3%
SIC
20
Samalin Investment Counsel
New York
$697K 23,579 +1,504 +7%
SFS
21
Shaker Financial Services
Virginia
$627K 21,211 +21,211 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$555K 18,749 +4,079 +28%
PGFC
23
Peapack-Gladstone Financial Corp
New Jersey
$505K 17,063 -2,452 -13%
Osaic Holdings
24
Osaic Holdings
Arizona
$470K 15,891 +386 +2%
BRWA
25
B. Riley Wealth Advisors
Florida
$437K 16,645 +2,967 +22%
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