BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

74 hedge funds and large institutions have $151M invested in John Hancock Financial Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
74
Holders Change
-2
Holders Change %
-2.63%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
22
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$18.7M
2
LPL Financial
2
LPL Financial
California
$6.63M
3
CFGW
3
Chancellor Financial Group WB
Pennsylvania
$1.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.13M
5
TVAMP
5
Tennessee Valley Asset Management Partners
Tennessee
$737K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$939K
2
SI
2
Stephens Inc
Arkansas
$464K
3
Wells Fargo
3
Wells Fargo
California
$20.6M
4
AIC
4
Aurora Investment Counsel
Georgia
$2.63M
5
FAM
5
Formidable Asset Management
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$46M 1,290,247 +12,801 +1%
Wells Fargo
2
Wells Fargo
California
$20.6M 577,425 -19,016 -3%
Raymond James Financial
3
Raymond James Financial
Florida
$18.7M 525,205 +525,205 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.13M 255,863 +27,903 +12%
CA
5
Cornerstone Advisors
North Carolina
$8.44M 236,370 +9,633 +4%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$7.18M 201,154 -5,631 -3%
LPL Financial
7
LPL Financial
California
$6.63M 185,773 +74,403 +67%
FC
8
FCA Corp
Texas
$3.38M 94,630 +638 +0.7%
NSAM
9
North Star Asset Management
Wisconsin
$2.63M 73,798 -700 -0.9%
AIC
10
Aurora Investment Counsel
Georgia
$2.63M 73,601 -10,063 -12%
Stifel Financial
11
Stifel Financial
Missouri
$2.56M 71,662 +15,744 +28%
UBS Group
12
UBS Group
Switzerland
$1.5M 41,950 +430 +1%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.36M 38,083 -816 -2%
Bank of America
14
Bank of America
North Carolina
$1.3M 36,365 -1,360 -4%
GJWM
15
Gilliland Jeter Wealth Management
Arkansas
$1.22M 34,276 -294 -0.9%
WIA
16
World Investment Advisors
California
$1.21M 34,019 -1,924 -5%
CFGW
17
Chancellor Financial Group WB
Pennsylvania
$1.2M 33,629 +33,629 New
SPIA
18
Steward Partners Investment Advisory
New York
$993K 27,824 +17,429 +168%
SFS
19
Shaker Financial Services
Virginia
$939K 26,308 -33,346 -56%
SIC
20
Samalin Investment Counsel
New York
$874K 24,498 -364 -1%
TCM
21
Triumph Capital Management
Colorado
$823K 23,065 +2,743 +13%
OC
22
Oppenheimer & Co
New York
$816K 22,856 -1,134 -5%
Ameriprise
23
Ameriprise
Minnesota
$787K 22,052 +10,860 +97%
TVAMP
24
Tennessee Valley Asset Management Partners
Tennessee
$737K 20,645 +20,645 New
Mariner
25
Mariner
Kansas
$708K 19,829 +1,614 +9%
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