John Hancock Financial OppBTO
13F holders, Q2 2024 (June 30)68holders
8new positions
7sold out
$28.02avg. 13F price*
At the end of Q2 2024, 68 institutions reported holding John Hancock Financial Opp (BTO) in their 13F filings, unchanged from Q1 2024. 8 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($35.4M), Wells Fargo & Company ($16.5M) and Raymond James Financial Services Advisors, Inc. ($10.7M).
- Company
- John Hancock Financial Opp
- Filed as
- HANCOCK JOHN FINL OPPTYS FD (Q2 2024)
- CUSIP
- 409735206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $4.3M |
| Exits | 7 | $3.1M |
All 13F filers, Q1 2024 → Q2 2024: 302,511 shares bought and 234,958 shares sold, net +67,553 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| Morgan Stanley | 0.00% | Reduce -5.4% | 1,264,907 | $35.4M |
| Wells Fargo & Company | 0.00% | Add +2.6% | 590,785 | $16.5M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -6.5% | 383,506 | $10.7M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -2.0% | 206,464 | $5.8M |
| Royal Bank of Canada | 0.00% | Add +15.8% | 195,135 | $5.5M |
| Raymond James & Associates | 0.00% | Reduce -1.3% | 117,778 | $3.3M |
| Cornerstone Advisors, LLC | 0.11% | New | 97,366 | $2.7M |
| Fca Corp. | 0.83% | Add +1.3% | 93,089 | $2.6M |
| Aurora Investment Counsel | 1.48% | Add +0.5% | 89,279 | $2.5M |
| LPL Financial LLC | 0.00% | Add +7.2% | 88,882 | $2.5M |
| Stifel Financial Corp. | 0.00% | Add +0.2% | 79,764 | $2.2M |
| North Star Asset Management Inc. | 0.10% | Reduce -2.3% | 75,204 | $2.1M |
| UBS Group AG | 0.00% | Add +30.9% | 47,616 | $1.3M |
| Landscape Capital Management, L.L.C. | 0.10% | Reduce -16.3% | 40,934 | $1.1M |
| Shaker Financial Services, LLC | 0.46% | Add +92.5% | 40,840 | $1.1M |
| Wolverine Asset Management LLC | 0.11% | Add +400.0% | 39,148 | $1.1M |
| World Investment Advisors | 0.06% | New | 36,664 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.4% | 36,177 | $1.0M |
| Bank of America Corp. | 0.00% | Reduce -14.8% | 35,875 | $1.0M |
| Gilliland Jeter Wealth Management LLC | 0.30% | Reduce -11.8% | 32,163 | $901K |
| Osaic Holdings, Inc. | 0.00% | Add +86.4% | 29,620 | $830K |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.1% | 26,639 | $746K |
| Samalin Investment Counsel, LLC | 0.33% | Add +8.4% | 25,570 | $716K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.7% | 19,817 | $555K |
| Mariner, LLC | 0.00% | Add +22.4% | 17,576 | $492K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 17,063 | $478K |
| All Season Financial Advisors, Inc. | 0.34% | Reduce -6.0% | 13,550 | $380K |
| Private Advisor Group, LLC | 0.00% | Add +21.8% | 12,963 | $363K |
| L.M. Kohn & Company | 0.09% | Reduce -0.3% | 12,266 | $344K |
| Ameriprise Financial Inc. | 0.00% | Add +16.2% | 12,221 | $342K |
| Wintrust Investments LLC | 0.03% | Add +8.9% | 12,176 | $341K |
| D.A. Davidson & Co. | 0.00% | Reduce -17.4% | 11,597 | $325K |
| Stephens Inc. | 0.00% | Add +32.5% | 11,524 | $323K |
| Formidable Asset Management, LLC | 0.05% | Add +10.9% | 11,210 | $314K |
| Institute for Wealth Management, LLC. | 0.04% | No change | 10,804 | $303K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 10,464 | $293K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +11.8% | 10,393 | $291K |
| Redwood Wealth Management Group, LLC | 0.19% | Add +20.5% | 8,829 | $247K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +1.3% | 8,817 | $247K |
| Wedbush Securities Inc. | 0.01% | Add +8.7% | 8,738 | $245K |
| Invesco Ltd. | 0.00% | New | 8,397 | $235K |
| Abel Hall, LLC | 0.16% | No change | 8,000 | $224K |
| Creative Planning | 0.00% | New | 7,634 | $214K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -9.6% | 5,495 | $154K |
| Comerica Bank | 0.00% | Add +6.2% | 5,135 | $144K |
| Mendota Financial Group, LLC | 0.07% | No change | 4,485 | $126K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 4,017 | $113K |
| Allworth Financial LP | 0.00% | Add +0.1% | 3,384 | $107K |
| EverSource Wealth Advisors, LLC | 0.01% | New | 2,500 | $82K |
| International Assets Investment Management, LLC | 0.00% | New | 1,825 | $51K |
| Private Trust Co. NA | 0.00% | Add +200.0% | 1,500 | $42K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,076 | $30K |
| Toth Financial Advisory Corp. | 0.00% | Add +17.9% | 660 | $18K |
| Thompson Investment Management, Inc. | 0.00% | No change | 649 | $18K |
| Creative Financial Designs Inc. | 0.00% | No change | 600 | $17K |
| AdvisorNet Financial, Inc | 0.00% | No change | 600 | $17K |
| IFP Advisors, Inc | 0.00% | No change | 500 | $14K |
| Cwm, LLC | 0.00% | No change | 514 | $14K |
| Spire Wealth Management | 0.00% | No change | 429 | $12K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 300 | $8K |
| Bogart Wealth, LLC | 0.00% | No change | 231 | $6K |
| Principal Securities, Inc. | 0.00% | No change | 225 | $6K |
| Global Retirement Partners, LLC | 0.00% | No change | 171 | $5K |
| Geneos Wealth Management Inc. | 0.00% | No change | 165 | $5K |
| Harbour Investments, Inc. | 0.00% | No change | 125 | $4K |
| Investors Research Corp | 0.00% | New | 110 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 80 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 3 | $84 |
"% of holder's portfolio" is BTO's weight in each manager's 13F, not the share of John Hancock Financial Opp the manager owns.