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.
Q4 2021 vs. Q3 2021
How the institutions holding John Hancock Financial Opportunities Fund changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Of which not filed for Q4 2021 | Q4 2021 | Change |
|---|---|---|---|---|
| Holders | 65 | 2 | 69 | +6 |
| Shares | 3.65M | 915 | 3.71M | +59.0K (+1.6%) |
| Value | $155.4M | $39.0K | $172.9M | +$17.5M (+11.3%) |
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (13)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Millennium Management LLC | 10,483 | $488.0K | 0.00% |
| Avidian Wealth Solutions, LLC | 9,906 | $462.0K | 0.03% |
| Camden Capital, LLC | 6,743 | $314.0K | 0.07% |
| CWM, LLC | 2,270 | $106.0K | 0.00% |
| Bedel Financial Consulting, Inc. | 2,100 | $98.0K | 0.03% |
| Tradition Wealth Management, LLC | 2,030 | $95.0K | 0.01% |
| Widmann Financial Services, Inc. | 750 | $34.0K | 0.03% |
| Huntington National Bank | – | $28.0K | 0.00% |
| JFS Wealth Advisors, LLC | 252 | $12.0K | 0.00% |
| Clearstead Advisors, LLC | 120 | $6.00K | 0.00% |
| Confluence Wealth Services, Inc. | 73 | $3.00K | 0.00% |
| CoreCap Advisors, LLC | 50 | $2.00K | 0.00% |
| Concorde Financial Corp | 50 | $2.00K | 0.00% |
Sold out (7)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Community Bank of Raymore | 11,250 | $478.0K |
| Nicolet Bankshares Inc | 5,910 | $251.0K |
| Guggenheim Capital LLC | 5,726 | $243.0K |
| Capital Investment Advisors, LLC | 5,500 | $234.0K |
| Tucker Asset Management LLC | 1,674 | $73.8K |
| Capital Analysts, LLC | 118 | $5.00K |
| Global Retirement Partners, LLC | 46 | $2.00K |
Not filed for Q4 2021 yet (2)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| BBVA USA | 495 | $21.0K |
| Wealth Quarterback LLC | 420 | $18.0K |