John Hancock Financial Opportunities Fund
BTO- 交易所
- NYSE
- SEC CIK
- 0000925683
近 90 天，John Hancock Financial Opportunities Fund 內部人申報 1 筆公開市場買進、0 筆賣出；2026 年第 2 季末有 84 家機構在 13F 申報持有，市值合計 $1.67 億；沒有大師持有。
2021 年第 3 季 13F 持有人
John Hancock Financial Opportunities Fund 在 2021/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 65
- 較 2021 年第 2 季 −2 家
- 持有股數
- 365.3 萬
- 較 2021 年第 2 季 +9.25 萬 (+2.6%)
- 總市值
- $1.55 億
- 較 2021 年第 2 季 +$2,169 萬 (+16.2%)
- 新進機構
- 8
- 另有 27 家加碼
- 清倉機構
- 10
- 另有 16 家減碼
另有 1 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 BTO 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 84 | $1.67 億 |
| 2026 年第 1 季 | 80 | $1.46 億 |
| 2025 年第 4 季 | 86 | $1.49 億 |
| 2025 年第 3 季 | 77 | $1.30 億 |
| 2025 年第 2 季 | 68 | $1.52 億 |
| 2025 年第 1 季 | 69 | $1.41 億 |
| 2024 年第 4 季 | 75 | $1.70 億 |
| 2024 年第 3 季 | 76 | $1.40 億 |
| 2024 年第 2 季 | 69 | $1.10 億 |
| 2024 年第 1 季 | 69 | $1.94 億 |
| 2023 年第 4 季 | 76 | $1.60 億 |
| 2023 年第 3 季 | 65 | $9,674 萬 |
| 2023 年第 2 季 | 66 | $9,734 萬 |
| 2023 年第 1 季 | 68 | $1.22 億 |
| 2022 年第 4 季 | 62 | $1.29 億 |
| 2022 年第 3 季 | 63 | $1.25 億 |
| 2022 年第 2 季 | 66 | $1.45 億 |
| 2022 年第 1 季 | 68 | $1.58 億 |
| 2021 年第 4 季 | 69 | $1.73 億 |
| 2021 年第 3 季 | 65 | $1.55 億 |
| 2021 年第 2 季 | 68 | $1.34 億 |
| 2021 年第 1 季 | 68 | $1.38 億 |
2021 年第 3 季持有機構
每家機構持有 John Hancock Financial Opportunities Fund 的股數、市值與佔組合比重；股數變化跟 2021 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,563,167 | $6,647 萬 | 0.01% | +22,524+1.5% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 370,111 | $1,574 萬 | 0.03% | +11,554+3.2% | 加碼 |
| Wells Fargo & Company | 297,914 | $1,267 萬 | 0.00% | +8,279+2.9% | 加碼 |
| Janney Montgomery Scott LLC | 250,914 | $1,067 萬 | 0.05% | +22,128+9.7% | 加碼 |
| Bank of America Corp | 177,212 | $753.6 萬 | 0.00% | +4,269+2.5% | 加碼 |
| Royal Bank of Canada | 135,424 | $575.9 萬 | 0.00% | +12,848+10.5% | 加碼 |
| Raymond James & Associates | 116,625 | $495.9 萬 | 0.00% | +5,662+5.1% | 加碼 |
| North Star Asset Management Inc | 110,468 | $469.7 萬 | 0.26% | −564−0.5% | 減碼 |
| Fca Corp | 94,578 | $402.1 萬 | 1.21% | +452+0.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 56,437 | $240.0 萬 | 0.04% | +3,879+7.4% | 加碼 |
| LPL Financial LLC | 41,849 | $177.9 萬 | 0.00% | −3,200−7.1% | 減碼 |
| Stifel Financial Corp | 38,287 | $162.8 萬 | 0.00% | −2,406−5.9% | 減碼 |
| UBS Group AG | 35,238 | $149.8 萬 | 0.00% | −11,531−24.7% | 減碼 |
| Ameriprise Financial Inc | 28,589 | $121.7 萬 | 0.00% | +16,746+141.4% | 加碼 |
| Csenge Advisory Group | 25,655 | $111.5 萬 | 0.09% | +15,172+144.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 22,755 | $96.8 萬 | 0.00% | +21,400+1,579.3% | 加碼 |
| Peapack Gladstone Financial Corp | 21,920 | $93.2 萬 | 0.02% | −131−0.6% | 減碼 |
| Commonwealth Equity Services, LLC | 20,870 | $88.7 萬 | 0.00% | +979+4.9% | 加碼 |
| Wintrust Investments LLC | 18,703 | $79.5 萬 | 0.11% | −872−4.5% | 減碼 |
| National Asset Management, Inc. | 15,916 | $67.7 萬 | 0.02% | +2,307+17.0% | 加碼 |
| Invesco Ltd. | 13,460 | $57.2 萬 | 0.00% | +6,985+107.9% | 加碼 |
| NEXT Financial Group, Inc | 13,168 | $56.0 萬 | 0.04% | +11,009+509.9% | 加碼 |
| Truist Financial Corp | 11,274 | $47.9 萬 | 0.00% | −1,109−9.0% | 減碼 |
| Orleans Capital Management Corp | 11,275 | $47.9 萬 | 0.31% | −500−4.2% | 減碼 |
| Community Bank of Raymore | 11,250 | $47.8 萬 | 0.14% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 10,943 | $46.5 萬 | 0.08% | 00.0% | 不變 |
| D.A. Davidson & Co. | 10,850 | $46.1 萬 | 0.01% | −203−1.8% | 減碼 |
| Wedbush Securities Inc | 9,994 | $42.5 萬 | 0.02% | +208+2.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 9,948 | $42.3 萬 | 0.00% | −703−6.6% | 減碼 |
| Stephens Inc | 9,873 | $42.0 萬 | 0.01% | +2,299+30.4% | 加碼 |
| First Republic Investment Management, Inc. | 9,706 | $41.3 萬 | 0.00% | +81+0.8% | 加碼 |
| Private Advisor Group, LLC | 9,524 | $40.5 萬 | 0.00% | +9,524 | 新進 |
| J.W. Cole Advisors, Inc. | 8,753 | $37.2 萬 | 0.03% | +8,753 | 新進 |
| Patten Group, Inc. | 8,296 | $35.3 萬 | 0.10% | −329−3.8% | 減碼 |
| Creative Planning | 7,550 | $32.1 萬 | 0.00% | +1,800+31.3% | 加碼 |
| Oppenheimer & Co Inc | 7,535 | $32.0 萬 | 0.01% | +50+0.7% | 加碼 |
| Moors & Cabot, Inc. | 7,205 | $30.8 萬 | 0.02% | 00.0% | 不變 |
| Nicolet Bankshares Inc | 5,910 | $25.1 萬 | 0.06% | −75−1.3% | 減碼 |
| Guggenheim Capital LLC | 5,726 | $24.3 萬 | 0.00% | +33+0.6% | 加碼 |
| Capital Investment Advisors, LLC | 5,500 | $23.4 萬 | 0.01% | +5,500 | 新進 |
| AdvisorNet Financial, Inc | 4,134 | $17.6 萬 | 0.01% | +7+0.2% | 加碼 |
| Advisor Group Holdings, Inc. | 3,965 | $17.0 萬 | 0.00% | +210+5.6% | 加碼 |
| Centaurus Financial, Inc. | 2,365 | $10.1 萬 | 0.01% | +2,365 | 新進 |
| Allworth Financial LP | 2,313 | $9.80 萬 | 0.00% | +28+1.2% | 加碼 |
| Tucker Asset Management LLC | 1,674 | $7.38 萬 | 0.03% | +1,674 | 新進 |
| American Portfolios Advisors | 1,046 | $4.45 萬 | 0.00% | −903−46.3% | 減碼 |
| Total Clarity Wealth Management, Inc. | 1,014 | $4.30 萬 | 0.02% | +1,014 | 新進 |
| Oakworth Capital, Inc. | 700 | $3.00 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 670 | $2.90 萬 | 0.00% | −200−23.0% | 減碼 |
| Proequities, Inc. | 575 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| Coastal Capital Group, Inc. | 510 | $2.20 萬 | 0.01% | +7+1.4% | 加碼 |
| BBVA USA | 495 | $2.10 萬 | 0.00% | −271−35.4% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 479 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 431 | $1.83 萬 | 0.00% | 00.0% | 不變 |
| Wealth Quarterback LLC | 420 | $1.80 萬 | 0.01% | +7+1.7% | 加碼 |
| Carroll Financial Associates, Inc. | 410 | $1.70 萬 | 0.00% | −1,500−78.5% | 減碼 |
| Bogart Wealth, LLC | 231 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| FourThought Financial, LLC | 255 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Sargent Bickham Lagudis LLC | 200 | $9,000 | 0.00% | 00.0% | 不變 |
| Highlander Capital Management, LLC | 187 | $8,000 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 142 | $6,000 | 0.00% | 00.0% | 不變 |
| Capital Analysts, LLC | 118 | $5,000 | 0.00% | +118 | 新進 |
| Whittier Trust Co of Nevada Inc | 84 | $4,000 | 0.00% | +84 | 新進 |
| Northwestern Mutual Wealth Management Co | 80 | $3,000 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 46 | $2,000 | 0.00% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −29,365−100.0% | 清倉 |
| First Trust Advisors LP | 0 | $0 | 0.00% | −26,599−100.0% | 清倉 |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −9,521−100.0% | 清倉 |
| PRW Wealth Management LLC | 0 | $0 | 0.00% | −8,625−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −3,500−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,693−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| American Research & Management Co. | 0 | $0 | 0.00% | −606−100.0% | 清倉 |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| FMR LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| CWM, LLC | – | – | – | – | 本季未申報 |