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.
Q1 2022 vs. Q4 2021
How the institutions holding John Hancock Financial Opportunities Fund changed between Q4 2021 and Q1 2022.
All holders in Q1 2022All holders in Q4 2021
| Measure | Q4 2021 | Of which not filed for Q1 2022 | Q1 2022 | Change |
|---|---|---|---|---|
| Holders | 69 | 2 | 68 | +1 |
| Shares | 3.71M | 16.4K | 3.92M | +224.4K (+6.1%) |
| Value | $172.9M | $761.0K | $157.6M | −$14.5M (−8.4%) |
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (10)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q1 2022 but not at the end of Q4 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Lincoln National Corp | 18,462 | $742.0K | 0.02% |
| Atria Wealth Solutions, Inc. | 15,565 | $626.0K | 0.01% |
| Mariner, LLC | 10,441 | $420.0K | 0.00% |
| L.M. Kohn & Company | 8,305 | $334.0K | 0.13% |
| HighTower Advisors, LLC | 6,485 | $260.0K | 0.00% |
| Wolverine Asset Management LLC | 2,637 | $106.0K | 0.00% |
| Heritage Wealth Management, LLC | 1,500 | $60.0K | 0.02% |
| FinTrust Capital Advisors, LLC | 213 | $9.00K | 0.00% |
| Money Concepts Capital Corp | 104 | $4.00K | 0.00% |
| Global Retirement Partners, LLC | 46 | $2.00K | 0.00% |
Sold out (9)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q4 2021 and filed for Q1 2022 without it.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Millennium Management LLC | 10,483 | $488.0K |
| Camden Capital, LLC | 6,743 | $314.0K |
| Centaurus Financial, Inc. | 2,418 | $113.0K |
| Widmann Financial Services, Inc. | 750 | $34.0K |
| Proequities, Inc. | 575 | $27.0K |
| Clearstead Advisors, LLC | 120 | $6.00K |
| Total Clarity Wealth Management, Inc. | 85 | $4.00K |
| Confluence Wealth Services, Inc. | 73 | $3.00K |
| CoreCap Advisors, LLC | 50 | $2.00K |
Not filed for Q1 2022 yet (2)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| NEXT Financial Group, Inc | 15,528 | $724.0K |
| Carroll Financial Associates, Inc. | 865 | $37.0K |