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.
Q3 2022 vs. Q2 2022
How the institutions holding John Hancock Financial Opportunities Fund changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Q3 2022 | Change |
|---|---|---|---|
| Holders | 66 | 63 | −3 |
| Shares | 4.22M | 3.97M | −247.1K (−5.9%) |
| Value | $145.0M | $125.4M | −$19.6M (−13.5%) |
New holders (4)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q3 2022 but not at the end of Q2 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Wolverine Asset Management LLC | 28,980 | $914.0K | 0.01% |
| Axiom Investment Management LLC | 2,000 | $63.0K | 0.13% |
| Concorde Financial Corp | 75 | $2.00K | 0.00% |
| FMR LLC | 1 | $0 | 0.00% |
Sold out (7)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q2 2022 and filed for Q3 2022 without it.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Euro Pacific Asset Management, LLC | 330,802 | $1.12M |
| Invesco Ltd. | 12,223 | $454.0K |
| Truist Financial Corp | 5,987 | $222.0K |
| Creative Planning | 5,784 | $215.0K |
| Venture Visionary Partners LLC | 850 | $31.6K |
| Whittier Trust Co of Nevada Inc | 84 | $3.00K |
| CoreCap Advisors, LLC | 50 | $2.00K |