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 2023 vs. Q3 2023
How the institutions holding John Hancock Financial Opportunities Fund changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 65 | 1 | 76 | +12 |
| Shares | 3.68M | 7.94K | 3.99M | +314.1K (+8.5%) |
| Value | $96.7M | $208.6K | $119.6M | +$23.1M (+23.9%) |
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (16)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Mesirow Financial Investment Management, Inc. | 44,500 | $1.34M | 0.05% |
| Wolverine Asset Management LLC | 40,995 | $1.23M | 0.02% |
| Pensionmark Financial Group, LLC | 38,073 | $1.15M | 0.15% |
| Gilliland Jeter Wealth Management LLC | 36,317 | $1.09M | 0.45% |
| Landscape Capital Management, L.L.C. | 33,531 | $1.01M | 0.09% |
| Elequin Capital LP | 12,609 | $379.3K | 0.11% |
| Abel Hall, LLC | 8,000 | $240.6K | 0.21% |
| Wealth Enhancement Advisory Services, LLC | 7,585 | $228.2K | 0.00% |
| J.W. Cole Advisors, Inc. | 7,408 | $222.8K | 0.01% |
| Redwood Wealth Management Group, LLC | 7,329 | $220.5K | 0.24% |
| Wintrust Investments LLC | 6,807 | $205.0K | 0.02% |
| Creative Financial Designs Inc | 600 | $18.0K | 0.00% |
| Principal Securities, Inc. | 225 | $6.77K | 0.00% |
| LM Advisors LLC | 154 | $4.64K | 0.00% |
| Benjamin F. Edwards & Company, Inc. | 50 | $2.00K | 0.00% |
| FMR LLC | 1 | $30 | 0.00% |
Sold out (4)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| DFPG Investments, LLC | 9,670 | $256.4K |
| Capital Analysts, LLC | 200 | $5.00K |
| Hazlett, Burt & Watson, Inc. | 150 | $4.00K |
| Cary Street Partner Investment Advisory LLC | 75 | $1.97K |
Not filed for Q4 2023 yet (1)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| First Republic Investment Management, Inc. | 7,942 | $208.6K |