John Hancock Financial OppBTO
13F holders, Q3 2024 (September 30)75holders +7
9new positions
2sold out
$33.16avg. 13F price*
At the end of Q3 2024, 75 institutions reported holding John Hancock Financial Opp (BTO) in their 13F filings, up 7 from Q2 2024. 9 opened new positions and 2 sold out. The largest holders were Morgan Stanley ($42.4M), Wells Fargo & Company ($19.8M) and Raymond James Financial Services Advisors, Inc. ($13.3M).
- Company
- John Hancock Financial Opp
- Filed as
- HANCOCK JOHN FINL OPPTYS FD (Q3 2024)
- CUSIP
- 409735206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.6M |
| Exits | 2 | $1.4M |
All 13F filers, Q2 2024 → Q3 2024: 354,407 shares bought and 151,832 shares sold, net +202,575 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 75 holders
| Morgan Stanley | 0.00% | Add +1.0% | 1,277,446 | $42.4M |
| Wells Fargo & Company | 0.00% | Add +1.0% | 596,441 | $19.8M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +4.6% | 401,058 | $13.3M |
| Royal Bank of Canada | 0.00% | Add +16.8% | 227,960 | $7.6M |
| Cornerstone Advisors, LLC | 0.30% | Add +132.9% | 226,737 | $7.5M |
| Janney Montgomery Scott LLC | 0.02% | Add +0.2% | 206,785 | $6.9M |
| Raymond James & Associates | 0.00% | Reduce -1.2% | 116,331 | $3.9M |
| LPL Financial LLC | 0.00% | Add +25.3% | 111,370 | $3.7M |
| Fca Corp. | 0.96% | Add +1.0% | 93,992 | $3.1M |
| Aurora Investment Counsel | 1.51% | Reduce -6.3% | 83,664 | $2.8M |
| North Star Asset Management Inc. | 0.11% | Reduce -0.9% | 74,498 | $2.5M |
| Shaker Financial Services, LLC | 0.75% | Add +46.1% | 59,654 | $2.0M |
| Stifel Financial Corp. | 0.00% | Reduce -29.9% | 55,918 | $1.9M |
| Stephens Inc. | 0.02% | Add +288.4% | 44,757 | $1.5M |
| UBS Group AG | 0.00% | Reduce -12.8% | 41,520 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.5% | 38,899 | $1.3M |
| Bank of America Corp. | 0.00% | Add +5.2% | 37,725 | $1.3M |
| World Investment Advisors | 0.04% | Reduce -2.0% | 35,943 | $1.2M |
| Gilliland Jeter Wealth Management LLC | 0.37% | Add +7.5% | 34,570 | $1.1M |
| Samalin Investment Counsel, LLC | 0.36% | Reduce -2.8% | 24,862 | $824K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -9.9% | 23,990 | $796K |
| Triumph Capital Management | 0.24% | New | 20,322 | $674K |
| Invesco Ltd. | 0.00% | Add +130.3% | 19,336 | $641K |
| Osaic Holdings, Inc. | 0.00% | Reduce -34.8% | 19,306 | $640K |
| Mariner, LLC | 0.00% | Add +3.6% | 18,215 | $604K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.9% | 18,061 | $599K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 17,063 | $566K |
| HighTower Advisors, LLC | 0.00% | New | 15,438 | $511K |
| Private Advisor Group, LLC | 0.00% | Add +7.8% | 13,978 | $464K |
| L.M. Kohn & Company | 0.11% | Add +3.5% | 12,691 | $421K |
| All Season Financial Advisors, Inc. | 0.35% | Reduce -9.0% | 12,333 | $409K |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.4% | 11,192 | $371K |
| D.A. Davidson & Co. | 0.00% | Reduce -4.2% | 11,112 | $368K |
| Institute for Wealth Management, LLC. | 0.05% | Reduce -0.2% | 10,784 | $358K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 10,464 | $347K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +89.2% | 10,395 | $345K |
| Formidable Asset Management, LLC | 0.05% | Reduce -11.6% | 9,910 | $329K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +1.4% | 8,937 | $296K |
| Landscape Capital Management, L.L.C. | 0.03% | Reduce -78.4% | 8,840 | $293K |
| Redwood Wealth Management Group, LLC | 0.15% | No change | 8,829 | $293K |
| Wedbush Securities Inc. | 0.01% | Reduce -0.6% | 8,688 | $288K |
| Abel Hall, LLC | 0.17% | No change | 8,000 | $265K |
| Creative Planning | 0.00% | Add +3.0% | 7,860 | $261K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +244733.3% | 7,345 | $244K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 6,335 | $210K |
| Comerica Bank | 0.00% | Reduce -2.0% | 5,033 | $167K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 4,017 | $133K |
| Mendota Financial Group, LLC | 0.06% | Reduce -14.7% | 3,826 | $127K |
| Allworth Financial LP | 0.00% | Add +0.1% | 3,386 | $112K |
| Jaffetilchin Investment Partners, LLC | 0.01% | New | 2,936 | $97K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 2,500 | $83K |
| International Assets Investment Management, LLC | 0.00% | No change | 1,825 | $61K |
| Private Trust Co. NA | 0.01% | No change | 1,500 | $50K |
| CIBC Private Wealth Group LLC | 0.00% | Add +313.7% | 1,241 | $41K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,076 | $36K |
| US Bancorp \de | 0.00% | New | 907 | $30K |
| Wintrust Investments LLC | 0.02% | Reduce -94.3% | 699 | $23K |
| Toth Financial Advisory Corp. | 0.00% | Add +1.5% | 670 | $22K |
| Mechanics Financial Corp | 0.01% | New | 650 | $22K |
| Thompson Investment Management, Inc. | 0.00% | No change | 649 | $22K |
| Creative Financial Designs Inc. | 0.00% | No change | 600 | $20K |
| AdvisorNet Financial, Inc | 0.00% | No change | 600 | $20K |
| Cwm, LLC | 0.00% | No change | 514 | $17K |
| IFP Advisors, Inc | 0.00% | No change | 500 | $17K |
| Spire Wealth Management | 0.00% | No change | 429 | $14K |
| Eastern Bank | 0.00% | New | 250 | $8K |
| Bogart Wealth, LLC | 0.00% | No change | 231 | $8K |
| Principal Securities, Inc. | 0.00% | No change | 225 | $7K |
| FinTrust Capital Advisors, LLC | 0.00% | New | 213 | $7K |
| Global Retirement Partners, LLC | 0.00% | No change | 171 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 165 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +82.5% | 146 | $5K |
| Harbour Investments, Inc. | 0.00% | No change | 125 | $4K |
| Investors Research Corp | 0.00% | No change | 110 | $4K |
| CoreCap Advisors, LLC | 0.00% | New | 50 | $2K |
"% of holder's portfolio" is BTO's weight in each manager's 13F, not the share of John Hancock Financial Opp the manager owns.