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 2024 vs. Q3 2024
How the institutions holding John Hancock Financial Opportunities Fund changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 76 | 4 | 75 | +3 |
| Shares | 4.20M | 529.9K | 4.26M | +583.4K (+15.9%) |
| Value | $139.2M | $17.6M | $151.3M | +$29.6M (+24.4%) |
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (12)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Raymond James Financial Inc | 525,205 | $18.7M | 0.01% |
| Chancellor Financial Group WB LP | 33,629 | $1.20M | 0.97% |
| Tennessee Valley Asset Management Partners | 20,645 | $736.8K | 0.12% |
| Kestra Advisory Services, LLC | 11,685 | $417.0K | 0.00% |
| Colony Group, LLC | 5,942 | $212.1K | 0.00% |
| MAI Capital Management | 1,740 | $62.1K | 0.00% |
| Hantz Financial Services, Inc. | 500 | $18.0K | 0.00% |
| Jones Financial Companies LLLP | 416 | $14.8K | 0.00% |
| Tidemark, LLC | 225 | $8.03K | 0.00% |
| Wingate Wealth Advisors, Inc. | 220 | $7.85K | 0.01% |
| Navigoe, LLC | 200 | $7.00K | 0.01% |
| Strategic Wealth Designers | 18,906 | – | – |
Sold out (9)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| International Assets Investment Management, LLC | 60,517 | $1.82M |
| Formidable Asset Management, LLC | 9,910 | $328.6K |
| Landscape Capital Management, L.L.C. | 8,840 | $293.1K |
| Jaffetilchin Investment Partners, LLC | 2,936 | $97.4K |
| EverSource Wealth Advisors, LLC | 2,500 | $82.9K |
| US Bancorp | 907 | $30.1K |
| Wintrust Investments LLC | 699 | $23.0K |
| Mechanics Financial Corp | 650 | $21.6K |
| Principal Securities, Inc. | 225 | $7.46K |
Not filed for Q4 2024 yet (4)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 401,058 | $13.3M |
| Raymond James & Associates | 116,331 | $3.86M |
| All Season Financial Advisors, Inc. | 12,333 | $409.0K |
| FinTrust Capital Advisors, LLC | 213 | $7.06K |