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 2024 vs. Q2 2024
How the institutions holding John Hancock Financial Opportunities Fund changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Q3 2024 | Change |
|---|---|---|---|
| Holders | 69 | 76 | +7 |
| Shares | 3.94M | 4.20M | +261.3K (+6.6%) |
| Value | $110.4M | $139.2M | +$28.8M (+26.0%) |
New holders (9)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Triumph Capital Management | 20,322 | $673.9K | 0.24% |
| HighTower Advisors, LLC | 15,438 | $511.0K | 0.00% |
| Wealth Enhancement Advisory Services, LLC | 6,335 | $210.1K | 0.00% |
| Jaffetilchin Investment Partners, LLC | 2,936 | $97.4K | 0.01% |
| US Bancorp | 907 | $30.1K | 0.00% |
| Mechanics Financial Corp | 650 | $21.6K | 0.01% |
| Eastern Bank | 250 | $8.29K | 0.00% |
| FinTrust Capital Advisors, LLC | 213 | $7.06K | 0.00% |
| CoreCap Advisors, LLC | 50 | $1.66K | 0.00% |
Sold out (2)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Wolverine Asset Management LLC | 39,148 | $1.10M |
| Atria Wealth Solutions, Inc. | 10,393 | $291.1K |