JOHN HANCOCK FINANCIAL OPP (BTO) Institutional Ownership Changes & 13F Activity

JOHN HANCOCK FINANCIAL OPP (BTO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, 1607 Capital Partners, Llc, Ameriprise Financial Inc, Karpus Management, Inc., and Osaic Holdings, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
1607 Capital Partners, LlcBuy+56,18756,187$2.21MQ2 2026Sep 02, 2026
Citadel Advisors LlcBuy+8,5038,503$335.19KQ2 2026Sep 02, 2026
North Star Asset Management IncSell-175-0.3%67,641$2.67MQ2 2026Aug 18, 2026
Centaurus Financial, Inc.Buy+48+1.6%2,969$117.00KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+35,32335,323$1.39MQ2 2026Aug 14, 2026
Karpus Management, Inc.Buy+9,6989,698$382.30KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+8,647+80.0%19,452$767.06KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-6,713-1.0%646,729$25.49MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-5,686-3.2%172,704$6.81MQ2 2026Aug 14, 2026
&PartnersBuy+5,1615,161$203.44KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+2,485+0.9%270,289$10.65MQ2 2026Aug 14, 2026
Xtx Topco LtdSell-1,780-18.4%7,898$311.34KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+1,533+3.4%46,684$1.84MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+1,1601,160$45.73KQ2 2026Aug 14, 2026
Peapack Gladstone Financial CorpSell-395-3.6%10,515$415.00KQ2 2026Aug 14, 2026
World Investment AdvisorsSell-70-0.3%23,785$853.98KQ2 2026Aug 14, 2026
Morgan StanleyBuy+68,969+5.8%1,258,587$49.61MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+2,621+4.8%56,961$2.25MQ2 2026Aug 13, 2026
Ubs Group AgSell-717-1.6%43,824$1.73MQ2 2026Aug 13, 2026
Mariner, LlcBuy+188+1.3%14,218$560.46KQ2 2026Aug 13, 2026
Stifel Financial CorpSell-2,818-2.8%99,302$3.91MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+1,5761,576$62.12KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+830830$32.54KQ2 2026Aug 12, 2026
Focus Partners WealthBuy+471+5.0%9,941$391.88KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+14+0.2%8,429$332.25KQ2 2026Aug 12, 2026
Fca CorpBuy+6,460+7.3%95,444$3.76MQ2 2026Aug 11, 2026
Allworth Financial LpBuy+2+0.0%4,503$177.51KQ2 2026Aug 11, 2026
Advisory Advocates, LlcBuy+1,750+6.0%30,800$1.21MQ2 2026Aug 10, 2026
Chancellor Financial Group Wb LpBuy+169+0.5%31,366$1.24MQ2 2026Aug 10, 2026
Tennessee Valley Asset Management PartnersBuy+12+0.1%20,719$816.74KQ2 2026Aug 10, 2026
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Frequently asked questions about BTO activity

  • Which institutional owners are buying BTO?

    Institutional owners buying BTO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BTO activity?

    "Buy" means an investor increased their reported position in BTO compared to the prior reporting period. This reflects growing exposure to JOHN HANCOCK FINANCIAL OPP (BTO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BTO increasing?

    Institutional interest in BTO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.