discover our different approach. john hancock investments is a premier asset manager representing one of america’s most trusted brands, with a heritage of financial stewardship dating back to 1862. as a manager of managers, we search the world to find proven portfolio teams with specialized expertise for every fund we offer, then apply vigorous investment oversight to ensure they continue to meet our uncompromising standards. our unique approach to asset management has led to a diverse set of investments deeply rooted in investor needs, along with strong risk-adjusted returns across asset classes. we think it’s a better way to invest. • more than $148 billion in assets under management • 27 distinct asset managers (26 unaffiliated with john hancock) • 71 proven portfolio teams, each with a distinct philosophy and approach • 114 different investment strategies* *includes direct sold and underlying strategies, including etfs • 45 funds rated 4 or 5 stars by morningstar at the highest-rat
Company profile
Ticker
BTO
Exchange
CEO
Andrew Grant Arnott
Employees
Incorporated
Location
Former names
HANCOCK JOHN BANK & THRIFT OPPORTUNITY FUND, JOHN HANCOCK BANK & THRIFT OPPORTUNITY FUND
SEC CIK
IRS number
43241844
BTO stock data
Latest filings (excl ownership)
N-CEN
Annual report (registered investment company)
14 Mar 24
N-CSR
Certified annual shareholder report (management investment company)
29 Feb 24
DEF 14A
Definitive proxy
14 Dec 23
424B3
Prospectus supplement
13 Dec 23
424B3
Prospectus supplement
11 Dec 23
424B3
Prospectus supplement
6 Oct 23
424B3
Prospectus supplement
12 Sep 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
25 Aug 23
N-PX
Annual report of proxy voting record
23 Aug 23
424B3
Prospectus supplement
27 Jul 23
Latest ownership filings
NPORT-P
John Hancock Financial Opportunities Fund (Dec 2023 report)
28 Feb 24
SC 13G/A
MORGAN STANLEY
8 Feb 24
4
Dean Garfield
4 Jan 24
NPORT-P
John Hancock Financial Opportunities Fund (Sep 2023 report)
28 Nov 23
4
Noni L Ellison
13 Oct 23
3
Andy McFetridge
10 Oct 23
NPORT-P
John Hancock Financial Opportunities Fund (Jun 2023 report)
25 Aug 23
NPORT-P
John Hancock Financial Opportunities Fund (Mar 2023 report)
26 May 23
3
Kristie Feinberg
23 May 23
NPORT-P
John Hancock Financial Opportunities Fund (Dec 2022 report)
24 Feb 23
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
John Hancock Financial Opportunities Fund | – | -9.37 | 12.98 | 14.27 | 728.05 mm | 181 | Dec 2023 |
Institutional ownership, Q3 2023
18.7% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 63 |
Opened positions | 6 |
Closed positions | 7 |
Increased positions | 23 |
Reduced positions | 19 |
13F shares | Current |
---|---|
Total value | 89.23 bn |
Total shares | 3.68 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
MS Morgan Stanley | 1.30 mm | $34.20 bn |
WFC Wells Fargo & Co. | 589.60 k | $15.48 bn |
Raymond James Financial Services Advisors | 390.15 k | $10.25 bn |
Janney Montgomery Scott | 213.15 k | $5.60 mm |
RY Royal Bank Of Canada | 149.01 k | $3.91 bn |
Raymond James & Associates | 120.71 k | $3.17 bn |
Fca | 90.79 k | $2.38 bn |
North Star Asset Management | 83.14 k | $2.18 bn |
Aurora Investment Counsel | 81.60 k | $2.14 bn |
SF Stifel Financial | 81.03 k | $2.13 bn |
Recent insider trades
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 |
12 Oct 23 | Noni L Ellison | Common Shares of Beneficial Interest | Buy | Acquire P | No | No | 25.52 | 254 | 6.48 k | 432 |
12 Oct 23 | Noni L Ellison | Common Shares of Beneficial Interest | Buy | Acquire P | No | No | 25.5198 | 76 | 1.94 k | 178 |
12 Oct 23 | Noni L Ellison | Common Shares of Beneficial Interest | Buy | Acquire P | No | No | 25.5 | 2 | 51.00 | 102 |
12 Oct 23 | Noni L Ellison | Common Shares of Beneficial Interest | Buy | Acquire P | No | No | 24.475 | 100 | 2.45 k | 100 |