JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (BTO)
CUSIP: 409735206
Q2 2020 13F Holders as of 30 Jun 2020
- Type / Class
- Equity / Common
- Shares outstanding
- 19,806,989
- Total 13F shares
- 3,720,072
- Share change
- +395,736
- Total reported value
- $85,250,858
- Price per share
- $22.95
- Number of holders
- 49
- Value change
- +$10,020,095
- Number of buys
- 22
- Number of sells
- 32
Quarterly Holders Quick Answers
What is CUSIP 409735206?
CUSIP 409735206 identifies BTO - JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common in SEC institutional holdings data.
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Recent filing periods for CUSIP 409735206:
Top shareholders of BTO - JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
|
Company |
6.6%
|
1,310,504
|
$24,034,000 | — | 31 Mar 2020 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
1.7%
|
342,449
|
$6,280,000 | — | 31 Mar 2020 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
1.2%
|
231,157
|
$4,239,000 | — | 31 Mar 2020 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
1.1%
|
210,970
|
$3,869,000 | — | 31 Mar 2020 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.82%
|
162,289
|
$2,976,000 | — | 31 Mar 2020 | |
| NORTH STAR ASSET MANAGEMENT INC |
13F
|
Company |
0.62%
|
122,417
|
$2,245,000 | — | 31 Mar 2020 | |
| FCA CORP /TX |
13F
|
Company |
0.49%
|
97,071
|
$1,780,000 | — | 31 Mar 2020 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.36%
|
71,371
|
$1,309,000 | — | 31 Mar 2020 | |
| COHEN & STEERS, INC. |
13F
|
Company |
0.34%
|
66,779
|
$1,225,000 | — | 31 Mar 2020 | |
| UBS Group AG |
13F
|
Company |
0.33%
|
64,385
|
$1,181,000 | — | 31 Mar 2020 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.27%
|
54,019
|
$996,000 | — | 31 Mar 2020 | |
| Karpus Management, Inc. |
13F
|
Company |
0.27%
|
53,830
|
$987,000 | — | 31 Mar 2020 | |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD |
13F
|
Company |
0.26%
|
50,634
|
$935,000 | — | 31 Mar 2020 | |
| LPL Financial LLC |
13F
|
Company |
0.22%
|
42,589
|
$781,000 | — | 31 Mar 2020 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.21%
|
41,385
|
$759,000 | — | 31 Mar 2020 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
0.19%
|
37,123
|
$680,000 | — | 31 Mar 2020 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.14%
|
28,295
|
$518,000 | — | 31 Mar 2020 | |
| Point View Wealth Management, Inc. |
13F
|
Company |
0.13%
|
25,329
|
$465,000 | — | 31 Mar 2020 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.12%
|
24,392
|
$447,000 | — | 31 Mar 2020 | |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
0.11%
|
21,781
|
$399,000 | — | 31 Mar 2020 | |
| Oxbow Advisors, LLC |
13F
|
Company |
0.1%
|
20,475
|
$376,000 | — | 31 Mar 2020 | |
| CITIGROUP INC |
13F
|
Company |
0.1%
|
20,000
|
$367,000 | — | 31 Mar 2020 | |
| TRUIST FINANCIAL CORP |
13F
|
Company |
0.09%
|
16,856
|
$309,000 | — | 31 Mar 2020 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.08%
|
16,713
|
$307,000 | — | 31 Mar 2020 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
0.07%
|
14,139
|
$259,000 | — | 31 Mar 2020 | |
| Invesco Ltd. |
13F
|
Company |
0.07%
|
13,311
|
$244,000 | — | 31 Mar 2020 | |
| Cetera Advisor Networks LLC |
13F
|
Company |
0.06%
|
12,700
|
$233,000 | — | 31 Mar 2020 | |
| J.P. Morgan Private Wealth Advisors LLC |
13F
|
Company |
0.06%
|
12,679
|
$233,000 | — | 31 Mar 2020 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.06%
|
11,924
|
$219,000 | — | 31 Mar 2020 | |
| Community Bank of Raymore |
13F
|
Company |
0.06%
|
11,750
|
$215,000 | — | 31 Mar 2020 | |
| Institute for Wealth Management, LLC. |
13F
|
Company |
0.06%
|
10,943
|
$201,000 | — | 31 Mar 2020 | |
| Winslow, Evans & Crocker, Inc. |
13F
|
Company |
0.05%
|
10,500
|
$194,000 | — | 31 Mar 2020 | |
| Formidable Asset Management, LLC |
13F
|
Company |
0.05%
|
10,450
|
$191,000 | — | 31 Mar 2020 | |
| Advisory Services Network, LLC |
13F
|
Company |
0.04%
|
7,105
|
$130,000 | — | 31 Mar 2020 | |
| Rockefeller Capital Management L.P. |
13F
|
Company |
0.03%
|
5,260
|
$96,000 | — | 31 Mar 2020 | |
| CWM, LLC |
13F
|
Company |
0.01%
|
2,270
|
$85,000 | — | 31 Mar 2020 | |
| Eudaimonia Partners, LLC |
13F
|
Company |
0.01%
|
2,700
|
$50,000 | — | 31 Mar 2020 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
0.01%
|
2,688
|
$46,000 | — | 31 Mar 2020 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.01%
|
1,600
|
$29,000 | — | 31 Mar 2020 | |
| Geneos Wealth Management Inc. |
13F
|
Company |
0.01%
|
1,505
|
$28,000 | — | 31 Mar 2020 | |
| American Portfolios Advisors |
13F
|
Company |
0.01%
|
1,200
|
$22,008 | — | 31 Mar 2020 | |
| NEXT Financial Group, Inc |
13F
|
Company |
0%
|
900
|
$17,000 | — | 31 Mar 2020 | |
| Royal Fund Management, LLC |
13F
|
Company |
0%
|
848
|
$15,000 | — | 31 Mar 2020 | |
| BENJAMIN F. EDWARDS & COMPANY, INC. |
13F
|
Company |
0%
|
843
|
$15,000 | — | 31 Mar 2020 | |
| Oakworth Capital, Inc. |
13F
|
Company |
0%
|
700
|
$13,000 | — | 31 Mar 2020 | |
| Gradient Investments LLC |
13F
|
Company |
0%
|
550
|
$10,000 | — | 31 Mar 2020 | |
| Wealth Quarterback LLC |
13F
|
Company |
0%
|
445
|
$8,162 | — | 31 Mar 2020 | |
| TimeScale Financial, Inc. |
13F
|
Company |
0%
|
449
|
$8,000 | — | 31 Mar 2020 | |
| AdvisorNet Financial, Inc |
13F
|
Company |
0%
|
427
|
$8,000 | — | 31 Mar 2020 | |
| TD PRIVATE CLIENT WEALTH LLC |
13F
|
Company |
0%
|
431
|
$7,905 | — | 31 Mar 2020 |
Institutional Holders of JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (BTO) as of Q2 2020
As of 30 Jun 2020,
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (BTO) was held by
49 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,720,072 shares.
The largest 10 holders included
MORGAN STANLEY, Raymond James Financial Services Advisors, Inc., WELLS FARGO & COMPANY/MN, RAYMOND JAMES & ASSOCIATES, Janney Montgomery Scott LLC, BANK OF AMERICA CORP /DE/, ROYAL BANK OF CANADA, NORTH STAR ASSET MANAGEMENT INC, FCA CORP /TX, and COHEN & STEERS, INC..
This page lists
49
institutional shareholders reporting positions in this security
for the Q2 2020 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2020 vs Q1 2020 Across Filers
Q1 2020 holders
56
Q2 2020 holders
49
Holder diff
-7
| Investor | Q1 2020 Shares | Q2 2020 Shares | Share Diff | Share Chg % | Q1 2020 Value $ | Q2 2020 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.