BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

69 hedge funds and large institutions have $110M invested in John Hancock Financial Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
69
Holders Change
–
Holders Change %
0%
% 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
8
Increased
29
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$2.73M
2
WIA
2
World Investment Advisors
California
$1.03M
3
WAM
3
Wolverine Asset Management
Illinois
$1.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.47M
5
SFS
5
Shaker Financial Services
Virginia
$1.14M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.4M
2
MFIM
2
Mesirow Financial Investment Management
Illinois
$0
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$10.7M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$35.4M 1,264,907 -71,603 -5%
Wells Fargo
2
Wells Fargo
California
$16.5M 590,785 +15,173 +3%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.7M 383,506 -26,632 -6%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$5.78M 206,464 -4,150 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.47M 195,135 +26,695 +16%
RJA
6
Raymond James & Associates
Florida
$3.3M 117,778 -1,505 -1%
CA
7
Cornerstone Advisors
North Carolina
$2.73M 97,366 +97,366 New
FC
8
FCA Corp
Texas
$2.61M 93,089 +1,161 +1%
AIC
9
Aurora Investment Counsel
Georgia
$2.5M 89,279 +429 +0.5%
LPL Financial
10
LPL Financial
California
$2.49M 88,882 +5,958 +7%
Stifel Financial
11
Stifel Financial
Missouri
$2.23M 79,764 +171 +0.2%
NSAM
12
North Star Asset Management
Wisconsin
$2.11M 75,204 -1,795 -2%
UBS Group
13
UBS Group
Switzerland
$1.33M 47,616 +11,240 +31%
LCM
14
Landscape Capital Management
New Jersey
$1.15M 40,934 -7,951 -16%
SFS
15
Shaker Financial Services
Virginia
$1.14M 40,840 +19,629 +93%
WAM
16
Wolverine Asset Management
Illinois
$1.1M 39,148 +31,319 +400%
WIA
17
World Investment Advisors
California
$1.03M 36,664 +36,664 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.01M 36,177 +2,169 +6%
Bank of America
19
Bank of America
North Carolina
$1M 35,875 -6,226 -15%
GJWM
20
Gilliland Jeter Wealth Management
Arkansas
$901K 32,163 -4,305 -12%
Osaic Holdings
21
Osaic Holdings
Arizona
$830K 29,620 +13,729 +86%
OC
22
Oppenheimer & Co
New York
$746K 26,639 +302 +1%
SIC
23
Samalin Investment Counsel
New York
$716K 25,570 +1,991 +8%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$555K 19,817 +1,068 +6%
Mariner
25
Mariner
Kansas
$492K 17,576 +3,216 +22%
1
2 3 4