BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

76 hedge funds and large institutions have $137M invested in John Hancock Financial Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 2 closing their positions.

Holders
76
Holders Change
+7
Holders Change %
+10.14%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
27
Reduced
20
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$7.52M
2
SI
2
Stephens Inc
Arkansas
$1.48M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.56M
4
LPL Financial
4
LPL Financial
California
$3.69M
5
TCM
5
Triumph Capital Management
Colorado
$674K

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$0
2
LCM
2
Landscape Capital Management
New Jersey
$293K
3
Stifel Financial
3
Stifel Financial
Missouri
$1.85M
4
WI
4
Wintrust Investments
Illinois
$23K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$640K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$42.4M 1,277,446 +12,539 +1%
Wells Fargo
2
Wells Fargo
California
$19.8M 596,441 +5,656 +1%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$13.3M 401,058 +17,552 +5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.56M 227,960 +32,825 +17%
CA
5
Cornerstone Advisors
North Carolina
$7.52M 226,737 +129,371 +133%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$6.86M 206,785 +321 +0.2%
RJA
7
Raymond James & Associates
Florida
$3.86M 116,331 -1,447 -1%
LPL Financial
8
LPL Financial
California
$3.69M 111,370 +22,488 +25%
FC
9
FCA Corp
Texas
$3.12M 93,992 +903 +1%
AIC
10
Aurora Investment Counsel
Georgia
$2.77M 83,664 -5,615 -6%
NSAM
11
North Star Asset Management
Wisconsin
$2.47M 74,498 -706 -0.9%
SFS
12
Shaker Financial Services
Virginia
$1.98M 59,654 +18,814 +46%
Stifel Financial
13
Stifel Financial
Missouri
$1.85M 55,918 -23,846 -30%
SI
14
Stephens Inc
Arkansas
$1.48M 44,757 +33,233 +288%
UBS Group
15
UBS Group
Switzerland
$1.38M 41,520 -6,096 -13%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.29M 38,899 +2,722 +8%
Bank of America
17
Bank of America
North Carolina
$1.25M 37,725 +1,850 +5%
WIA
18
World Investment Advisors
California
$1.19M 35,943 -721 -2%
GJWM
19
Gilliland Jeter Wealth Management
Arkansas
$1.15M 34,570 +2,407 +7%
SIC
20
Samalin Investment Counsel
New York
$824K 24,862 -708 -3%
OC
21
Oppenheimer & Co
New York
$796K 23,990 -2,649 -10%
TCM
22
Triumph Capital Management
Colorado
$674K 20,322 +20,322 New
Invesco
23
Invesco
Georgia
$641K 19,336 +10,939 +130%
Osaic Holdings
24
Osaic Holdings
Arizona
$640K 19,306 -10,314 -35%
Mariner
25
Mariner
Kansas
$604K 18,215 +639 +4%
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