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 2023 vs. Q2 2023
How the institutions holding John Hancock Financial Opportunities Fund changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Of which not filed for Q3 2023 | Q3 2023 | Change |
|---|---|---|---|---|
| Holders | 66 | 1 | 65 | 0 |
| Shares | 3.63M | 572 | 3.68M | +57.2K (+1.6%) |
| Value | $97.3M | $15.4K | $96.7M | −$588.7K (−0.6%) |
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (6)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| JPMorgan Chase & Co | 16,195 | $425.3K | 0.00% |
| Comerica Bank | 8,635 | $226.8K | 0.00% |
| AdvisorNet Financial, Inc | 600 | $15.8K | 0.00% |
| IFP Advisors, Inc | 500 | $13.1K | 0.00% |
| Capital Analysts, LLC | 200 | $5.00K | 0.00% |
| Hazlett, Burt & Watson, Inc. | 150 | $4.00K | 0.00% |
Sold out (6)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Signaturefd, LLC | 1,000 | $26.8K |
| IAG Wealth Partners, LLC | 944 | $25.3K |
| FinTrust Capital Advisors, LLC | 213 | $7.10K |
| TD Waterhouse Canada Inc. | 150 | $5.12K |
| Horan Securities, Inc. | 180 | $4.83K |
| FMR LLC | 1 | $27 |
Not filed for Q3 2023 yet (1)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Coastal Capital Group, Inc. | 572 | $15.4K |