Skip to main content

John Hancock Financial Opportunities Fund

BTO
Exchange
NYSE
SEC CIK
0000925683

In the last 90 days, John Hancock Financial Opportunities Fund insiders filed 1 open-market purchase and 0 sales; 84 institutions reported holding it in 13F filings for Q2 2026, worth $167.5M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in John Hancock Financial Opportunities Fund as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
68
No complete 13F data for Q4 2020
Shares held
3.53M
No complete 13F data for Q4 2020
Total value
$135.6M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting BTO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 68 institutions
Q1 2021: 68 institutionsQ2 2021: 68 institutionsQ3 2021: 65 institutionsQ4 2021: 69 institutionsQ1 2022: 68 institutionsQ2 2022: 66 institutionsQ3 2022: 63 institutionsQ4 2022: 62 institutionsQ1 2023: 68 institutionsQ2 2023: 66 institutionsQ3 2023: 65 institutionsQ4 2023: 76 institutionsQ1 2024: 69 institutionsQ2 2024: 69 institutionsQ3 2024: 76 institutionsQ4 2024: 75 institutionsQ1 2025: 69 institutionsQ2 2025: 68 institutionsQ3 2025: 77 institutionsQ4 2025: 86 institutionsQ1 2026: 80 institutionsQ2 2026: 84 institutions
Value heldQ1 2021: $135.6M
Q1 2021: $135.6MQ2 2021: $133.7MQ3 2021: $155.4MQ4 2021: $172.9MQ1 2022: $157.6MQ2 2022: $145.0MQ3 2022: $125.4MQ4 2022: $129.2MQ1 2023: $121.8MQ2 2023: $97.3MQ3 2023: $96.7MQ4 2023: $119.6MQ1 2024: $114.6MQ2 2024: $110.4MQ3 2024: $139.2MQ4 2024: $151.3MQ1 2025: $140.8MQ2 2025: $143.2MQ3 2025: $130.5MQ4 2025: $148.6MQ1 2026: $146.0MQ2 2026: $167.5M
Institutions holding BTO and their total value by quarter
QuarterHoldersValue
Q2 202684$167.5M
Q1 202680$146.0M
Q4 202586$148.6M
Q3 202577$130.5M
Q2 202568$143.2M
Q1 202569$140.8M
Q4 202475$151.3M
Q3 202476$139.2M
Q2 202469$110.4M
Q1 202469$114.6M
Q4 202376$119.6M
Q3 202365$96.7M
Q2 202366$97.3M
Q1 202368$121.8M
Q4 202262$129.2M
Q3 202263$125.4M
Q2 202266$145.0M
Q1 202268$157.6M
Q4 202169$172.9M
Q3 202165$155.4M
Q2 202168$133.7M
Q1 202168$135.6M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding John Hancock Financial Opportunities Fund.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding BTO in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Global Retirement Partners, LLC46$2.00K0.00%––
Allworth Financial LP100$4.00K0.00%––
Highlander Capital Management, LLC187$7.00K0.00%––
Sargent Bickham Lagudis LLC200$8.00K0.00%––
Eudaimonia Partners, LLC198$8.00K0.00%––
Bogart Wealth, LLC231$9.00K0.00%––
FourThought Financial, LLC255$9.00K0.00%––
Central Trust Co250$10.0K0.00%––
Wealthcare Advisory Partners LLC250$10.0K0.00%––
International Assets Investment Management, LLC322$10.0K0.00%––
Sowell Financial Services LLC312$12.0K0.00%––
TD Private Client Wealth LLC431$16.6K0.00%––
Proequities, Inc.500$19.0K0.00%––
Coastal Capital Group, Inc.496$19.0K0.00%––
American Research & Management Co.606$23.0K0.01%––
Oakworth Capital, Inc.700$27.0K0.00%––
Benjamin F. Edwards & Company, Inc.879$34.0K0.00%––
The PNC Financial Services Group, Inc.1,355$52.0K0.00%––
American Portfolios Advisors1,585$60.9K0.00%––
Valeo Financial Advisors, LLC1,708$66.0K0.00%––
Northwestern Mutual Wealth Management Co1,955$75.0K0.00%––
Geneos Wealth Management Inc.2,070$80.0K0.00%––
CWM, LLC2,270$85.0K0.00%––
Bank of Montreal2,629$102.0K0.00%––
Wolverine Asset Management LLC2,977$114.0K0.00%––
FNY Investment Advisers, LLC3,153$121.0K0.05%––
AdvisorNet Financial, Inc4,121$158.0K0.01%––
Advisor Group Holdings, Inc.4,696$179.0K0.00%––
HighTower Advisors, LLC5,661$218.0K0.00%––
Guggenheim Capital LLC6,025$232.0K0.00%––
Creative Planning6,055$233.0K0.00%––
Nicolet Bankshares Inc6,110$235.0K0.06%––
Moors & Cabot, Inc.6,805$260.0K0.02%––
Csenge Advisory Group7,117$278.0K0.03%––
Oppenheimer & Co Inc7,429$286.0K0.01%––
Invesco Ltd.8,344$321.0K0.00%––
NEXT Financial Group, Inc8,415$323.0K0.03%––
Patten Group, Inc.8,525$328.0K0.11%––
Wedbush Securities Inc8,877$341.0K0.02%––
Goldman Sachs Group Inc10,165$391.0K0.00%––
Ameriprise Financial Inc10,686$411.0K0.00%––
D.A. Davidson & Co.10,887$418.0K0.01%––
Institute for Wealth Management, LLC.10,943$421.0K0.08%––
Community Bank of Raymore11,250$432.0K0.14%––
First Republic Investment Management, Inc.11,348$436.0K0.00%––
National Asset Management, Inc.11,529$444.0K0.02%––
Cambridge Investment Research Advisors, Inc.11,600$446.0K0.00%––
First Trust Advisors LP12,341$474.0K0.00%––
Orleans Capital Management Corp13,175$506.0K0.34%––
Truist Financial Corp19,376$745.0K0.00%––
Wintrust Investments LLC19,416$746.0K0.08%––
Commonwealth Equity Services, LLC20,466$786.0K0.00%––
Peapack Gladstone Financial Corp22,812$877.0K0.02%––
Stifel Financial Corp39,637$1.52M0.00%––
Stephens Inc44,136$1.70M0.03%––
LPL Financial LLC45,324$1.74M0.00%––
UBS Group AG45,339$1.74M0.00%––
Steward Partners Investment Advisory, LLC52,258$2.01M0.04%––
Formidable Asset Management, LLC63,750$2.46M0.53%––
Fca Corp94,647$3.64M1.06%––
Raymond James & Associates110,431$4.25M0.00%––
North Star Asset Management Inc112,107$4.31M0.26%––
Royal Bank of Canada128,224$4.93M0.00%––
Bank of America Corp170,122$6.54M0.00%––
Janney Montgomery Scott LLC213,849$8.22M0.04%––
Wells Fargo & Company256,161$9.85M0.00%––
Raymond James Financial Services Advisors, Inc.376,728$14.5M0.03%––
Morgan Stanley1,465,749$56.3M0.01%––