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, Q3 2021
Institutional positions in John Hancock Financial Opportunities Fund as of Sep 30, 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
- 65
- −2 vs. Q2 2021
- Shares held
- 3.65M
- +92.5K (+2.6%) vs. Q2 2021
- Total value
- $155.4M
- +$21.7M (+16.2%) vs. Q2 2021
- New holders
- 8
- 27 more added
- Sold out
- 10
- 16 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 84 | $167.5M |
| Q1 2026 | 80 | $146.0M |
| Q4 2025 | 86 | $148.6M |
| Q3 2025 | 77 | $130.5M |
| Q2 2025 | 68 | $152.3M |
| Q1 2025 | 69 | $140.8M |
| Q4 2024 | 75 | $169.8M |
| Q3 2024 | 76 | $140.3M |
| Q2 2024 | 69 | $110.4M |
| Q1 2024 | 69 | $193.7M |
| Q4 2023 | 76 | $160.5M |
| Q3 2023 | 65 | $96.7M |
| Q2 2023 | 66 | $97.3M |
| Q1 2023 | 68 | $121.8M |
| Q4 2022 | 62 | $129.2M |
| Q3 2022 | 63 | $125.4M |
| Q2 2022 | 66 | $145.0M |
| Q1 2022 | 68 | $157.6M |
| Q4 2021 | 69 | $172.9M |
| Q3 2021 | 65 | $155.4M |
| Q2 2021 | 68 | $133.7M |
| Q1 2021 | 68 | $137.6M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding John Hancock Financial Opportunities Fund; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,563,167 | $66.5M | 0.01% | +22,524+1.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 370,111 | $15.7M | 0.03% | +11,554+3.2% | Added |
| Wells Fargo & Company | 297,914 | $12.7M | 0.00% | +8,279+2.9% | Added |
| Janney Montgomery Scott LLC | 250,914 | $10.7M | 0.05% | +22,128+9.7% | Added |
| Bank of America Corp | 177,212 | $7.54M | 0.00% | +4,269+2.5% | Added |
| Royal Bank of Canada | 135,424 | $5.76M | 0.00% | +12,848+10.5% | Added |
| Raymond James & Associates | 116,625 | $4.96M | 0.00% | +5,662+5.1% | Added |
| North Star Asset Management Inc | 110,468 | $4.70M | 0.26% | −564−0.5% | Reduced |
| Fca Corp | 94,578 | $4.02M | 1.21% | +452+0.5% | Added |
| Steward Partners Investment Advisory, LLC | 56,437 | $2.40M | 0.04% | +3,879+7.4% | Added |
| LPL Financial LLC | 41,849 | $1.78M | 0.00% | −3,200−7.1% | Reduced |
| Stifel Financial Corp | 38,287 | $1.63M | 0.00% | −2,406−5.9% | Reduced |
| UBS Group AG | 35,238 | $1.50M | 0.00% | −11,531−24.7% | Reduced |
| Ameriprise Financial Inc | 28,589 | $1.22M | 0.00% | +16,746+141.4% | Added |
| Csenge Advisory Group | 25,655 | $1.11M | 0.09% | +15,172+144.7% | Added |
| The PNC Financial Services Group, Inc. | 22,755 | $968.0K | 0.00% | +21,400+1,579.3% | Added |
| Peapack Gladstone Financial Corp | 21,920 | $932.0K | 0.02% | −131−0.6% | Reduced |
| Commonwealth Equity Services, LLC | 20,870 | $887.0K | 0.00% | +979+4.9% | Added |
| Wintrust Investments LLC | 18,703 | $795.0K | 0.11% | −872−4.5% | Reduced |
| National Asset Management, Inc. | 15,916 | $677.0K | 0.02% | +2,307+17.0% | Added |
| Invesco Ltd. | 13,460 | $572.0K | 0.00% | +6,985+107.9% | Added |
| NEXT Financial Group, Inc | 13,168 | $560.0K | 0.04% | +11,009+509.9% | Added |
| Truist Financial Corp | 11,274 | $479.0K | 0.00% | −1,109−9.0% | Reduced |
| Orleans Capital Management Corp | 11,275 | $479.0K | 0.31% | −500−4.2% | Reduced |
| Community Bank of Raymore | 11,250 | $478.0K | 0.14% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 10,943 | $465.0K | 0.08% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 10,850 | $461.0K | 0.01% | −203−1.8% | Reduced |
| Wedbush Securities Inc | 9,994 | $425.0K | 0.02% | +208+2.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,948 | $423.0K | 0.00% | −703−6.6% | Reduced |
| Stephens Inc | 9,873 | $420.0K | 0.01% | +2,299+30.4% | Added |
| First Republic Investment Management, Inc. | 9,706 | $413.0K | 0.00% | +81+0.8% | Added |
| Private Advisor Group, LLC | 9,524 | $405.0K | 0.00% | +9,524 | New |
| J.W. Cole Advisors, Inc. | 8,753 | $372.0K | 0.03% | +8,753 | New |
| Patten Group, Inc. | 8,296 | $353.0K | 0.10% | −329−3.8% | Reduced |
| Creative Planning | 7,550 | $321.0K | 0.00% | +1,800+31.3% | Added |
| Oppenheimer & Co Inc | 7,535 | $320.0K | 0.01% | +50+0.7% | Added |
| Moors & Cabot, Inc. | 7,205 | $308.0K | 0.02% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 5,910 | $251.0K | 0.06% | −75−1.3% | Reduced |
| Guggenheim Capital LLC | 5,726 | $243.0K | 0.00% | +33+0.6% | Added |
| Capital Investment Advisors, LLC | 5,500 | $234.0K | 0.01% | +5,500 | New |
| AdvisorNet Financial, Inc | 4,134 | $176.0K | 0.01% | +7+0.2% | Added |
| Advisor Group Holdings, Inc. | 3,965 | $170.0K | 0.00% | +210+5.6% | Added |
| Centaurus Financial, Inc. | 2,365 | $101.0K | 0.01% | +2,365 | New |
| Allworth Financial LP | 2,313 | $98.0K | 0.00% | +28+1.2% | Added |
| Tucker Asset Management LLC | 1,674 | $73.8K | 0.03% | +1,674 | New |
| American Portfolios Advisors | 1,046 | $44.5K | 0.00% | −903−46.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,014 | $43.0K | 0.02% | +1,014 | New |
| Oakworth Capital, Inc. | 700 | $30.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 670 | $29.0K | 0.00% | −200−23.0% | Reduced |
| Proequities, Inc. | 575 | $24.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 510 | $22.0K | 0.01% | +7+1.4% | Added |
| BBVA USA | 495 | $21.0K | 0.00% | −271−35.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 479 | $20.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 431 | $18.3K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 420 | $18.0K | 0.01% | +7+1.7% | Added |
| Carroll Financial Associates, Inc. | 410 | $17.0K | 0.00% | −1,500−78.5% | Reduced |
| Bogart Wealth, LLC | 231 | $10.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 255 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 187 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 142 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 118 | $5.00K | 0.00% | +118 | New |
| Whittier Trust Co of Nevada Inc | 84 | $4.00K | 0.00% | +84 | New |
| Northwestern Mutual Wealth Management Co | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −29,365−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −26,599−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −9,521−100.0% | Sold out |
| PRW Wealth Management LLC | 0 | $0 | 0.00% | −8,625−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,693−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| American Research & Management Co. | 0 | $0 | 0.00% | −606−100.0% | Sold out |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |