| Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
|---|---|---|---|---|---|---|---|
| John Hancock Financial Opportunities Fund | – | 15.77 | -13.17 | -0.06 | 608.19 mm | 181 | Sep 2023 |
| 13F holders | Current |
|---|---|
| Total holders | 36 |
| Opened positions | 5 |
| Closed positions | 34 |
| Increased positions | 10 |
| Reduced positions | 8 |
| 13F shares | Current |
|---|---|
| Total value | 61.97 bn |
| Total shares | 2.47 mm |
| Total puts | 0.00 |
| Total calls | 0.00 |
| Total put/call ratio | – |
| Largest owners | Shares | Value |
|---|---|---|
| MS Morgan Stanley | 1.26 mm | $35.43 bn |
| Raymond James Financial Services Advisors | 383.51 k | $10.74 bn |
| Janney Montgomery Scott | 206.46 k | $5.78 mm |
| RY Royal Bank of Canada | 195.14 k | $5.47 bn |
| Raymond James & Associates | 117.78 k | $3.30 bn |
| Wolverine Asset Management | 39.15 k | $1.10 bn |
| Pensionmark Financial | 36.66 k | $1.03 bn |
| Cambridge Investment Research Advisors | 36.18 k | $1.01 mm |
| BAC Bank of America | 35.88 k | $1.00 bn |
| Gilliland Jeter Wealth Management | 32.16 k | $900.90 mm |
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 2 Jan 24 | Dean Garfield | Common Shares of Beneficial Ownership | Buy | Acquire P | No | No | 30.55 | 512.96 | 15.67 k | 512.96 |
