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 | $143.2M |
| Q1 2025 | 69 | $140.8M |
| Q4 2024 | 75 | $151.3M |
| Q3 2024 | 76 | $139.2M |
| Q2 2024 | 69 | $110.4M |
| Q1 2024 | 69 | $114.6M |
| Q4 2023 | 76 | $119.6M |
| 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 | $135.6M |
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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 84 | $4.00K | 0.00% | +84 | New |
| Capital Analysts, LLC | 118 | $5.00K | 0.00% | +118 | New |
| Rockefeller Capital Management L.P. | 142 | $6.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 187 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 231 | $10.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 255 | $10.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 410 | $17.0K | 0.00% | −1,500−78.5% | Reduced |
| Wealth Quarterback LLC | 420 | $18.0K | 0.01% | +7+1.7% | Added |
| TD Private Client Wealth LLC | 431 | $18.3K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 479 | $20.0K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 495 | $21.0K | 0.00% | −271−35.4% | Reduced |
| Coastal Capital Group, Inc. | 510 | $22.0K | 0.01% | +7+1.4% | Added |
| Proequities, Inc. | 575 | $24.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 670 | $29.0K | 0.00% | −200−23.0% | Reduced |
| Oakworth Capital, Inc. | 700 | $30.0K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 1,014 | $43.0K | 0.02% | +1,014 | New |
| American Portfolios Advisors | 1,046 | $44.5K | 0.00% | −903−46.3% | Reduced |
| Tucker Asset Management LLC | 1,674 | $73.8K | 0.03% | +1,674 | New |
| Allworth Financial LP | 2,313 | $98.0K | 0.00% | +28+1.2% | Added |
| Centaurus Financial, Inc. | 2,365 | $101.0K | 0.01% | +2,365 | New |
| Advisor Group Holdings, Inc. | 3,965 | $170.0K | 0.00% | +210+5.6% | Added |
| AdvisorNet Financial, Inc | 4,134 | $176.0K | 0.01% | +7+0.2% | Added |
| Capital Investment Advisors, LLC | 5,500 | $234.0K | 0.01% | +5,500 | New |
| Guggenheim Capital LLC | 5,726 | $243.0K | 0.00% | +33+0.6% | Added |
| Nicolet Bankshares Inc | 5,910 | $251.0K | 0.06% | −75−1.3% | Reduced |
| Moors & Cabot, Inc. | 7,205 | $308.0K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 7,535 | $320.0K | 0.01% | +50+0.7% | Added |
| Creative Planning | 7,550 | $321.0K | 0.00% | +1,800+31.3% | Added |
| Patten Group, Inc. | 8,296 | $353.0K | 0.10% | −329−3.8% | Reduced |
| J.W. Cole Advisors, Inc. | 8,753 | $372.0K | 0.03% | +8,753 | New |
| Private Advisor Group, LLC | 9,524 | $405.0K | 0.00% | +9,524 | New |
| First Republic Investment Management, Inc. | 9,706 | $413.0K | 0.00% | +81+0.8% | Added |
| Stephens Inc | 9,873 | $420.0K | 0.01% | +2,299+30.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,948 | $423.0K | 0.00% | −703−6.6% | Reduced |
| Wedbush Securities Inc | 9,994 | $425.0K | 0.02% | +208+2.1% | Added |
| D.A. Davidson & Co. | 10,850 | $461.0K | 0.01% | −203−1.8% | Reduced |
| Institute for Wealth Management, LLC. | 10,943 | $465.0K | 0.08% | 00.0% | Unchanged |
| Community Bank of Raymore | 11,250 | $478.0K | 0.14% | 00.0% | Unchanged |
| 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 |
| NEXT Financial Group, Inc | 13,168 | $560.0K | 0.04% | +11,009+509.9% | Added |
| Invesco Ltd. | 13,460 | $572.0K | 0.00% | +6,985+107.9% | Added |
| National Asset Management, Inc. | 15,916 | $677.0K | 0.02% | +2,307+17.0% | Added |
| Wintrust Investments LLC | 18,703 | $795.0K | 0.11% | −872−4.5% | Reduced |
| Commonwealth Equity Services, LLC | 20,870 | $887.0K | 0.00% | +979+4.9% | Added |
| Peapack Gladstone Financial Corp | 21,920 | $932.0K | 0.02% | −131−0.6% | Reduced |
| The PNC Financial Services Group, Inc. | 22,755 | $968.0K | 0.00% | +21,400+1,579.3% | Added |
| Csenge Advisory Group | 25,655 | $1.11M | 0.09% | +15,172+144.7% | Added |
| Ameriprise Financial Inc | 28,589 | $1.22M | 0.00% | +16,746+141.4% | Added |
| UBS Group AG | 35,238 | $1.50M | 0.00% | −11,531−24.7% | Reduced |
| Stifel Financial Corp | 38,287 | $1.63M | 0.00% | −2,406−5.9% | Reduced |
| LPL Financial LLC | 41,849 | $1.78M | 0.00% | −3,200−7.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 56,437 | $2.40M | 0.04% | +3,879+7.4% | Added |
| Fca Corp | 94,578 | $4.02M | 1.21% | +452+0.5% | Added |
| North Star Asset Management Inc | 110,468 | $4.70M | 0.26% | −564−0.5% | Reduced |
| Raymond James & Associates | 116,625 | $4.96M | 0.00% | +5,662+5.1% | Added |
| Royal Bank of Canada | 135,424 | $5.76M | 0.00% | +12,848+10.5% | Added |
| Bank of America Corp | 177,212 | $7.54M | 0.00% | +4,269+2.5% | Added |
| Janney Montgomery Scott LLC | 250,914 | $10.7M | 0.05% | +22,128+9.7% | Added |
| Wells Fargo & Company | 297,914 | $12.7M | 0.00% | +8,279+2.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 370,111 | $15.7M | 0.03% | +11,554+3.2% | Added |
| Morgan Stanley | 1,563,167 | $66.5M | 0.01% | +22,524+1.5% | Added |
| 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 |