The company
John Hancock Financial Opportunities Fund
BTO · NYSE
BTO stood above a rising 150-day average in 33 of the last 52 weekly readings, and has been out of that trend for the last 5 weeks. It is 3.3% below that average now. Financials: 49% of its 739 stocks in an uptrend (−7 points in four weeks).
Statistics
- Rotation
- not in the set
- Weeks in an uptrend
- out for 5
- Insider buys, 12 months
- $59K
- Insider sales, 12 months
- $0
- Officials’ trades on record
- 6
- Institutions holding
- 79 (+8)
In the rotation
Each square a week: lit when it closed above a rising 150-day average. 33 of 52 weeks.
Money in and out
Open-market buys above the line and sales below, in dollars.
Congress and officials
6 disclosed lines: House 3, Senate 3, executive 0; 2 people.
| Who | Did | Amount | Traded |
|---|---|---|---|
| Sheldon Whitehouse Senate: U.S. Senate eFDSenator | soldspouse | $1k–$15k | 20 Sep 2023filed 17 Oct 2023 |
| Sheldon Whitehouse Senate: U.S. Senate eFDSenator | boughtjoint | $1k–$15k | 13 Jun 2018filed 13 Jul 2018 |
| Sheldon Whitehouse Senate: U.S. Senate eFDSenator | boughtspouse | $1k–$15k | 25 Jul 2017filed 18 Aug 2017 |
| Raúl M. Grijalva House: U.S. House ClerkAZ03 | sold | $1k–$15k | 19 Sep 2016filed 28 Sep 2016 |
| Raúl M. Grijalva House: U.S. House ClerkAZ03 | bought | $1k–$15k | 27 Jan 2015filed 2 Feb 2015 |
| Raúl M. Grijalva House: U.S. House ClerkAZ03 | bought | $1k–$15k | 21 Aug 2014filed 3 Sep 2014 |
Insiders
| Who | Did | Shares | Traded |
|---|---|---|---|
| William K. BacicOther | bought | 184at $40.62 | 22 Jul 2026filed 22 Jul 2026 |
| Christine HurtsellersDirector | bought | 163at $37.38 | 6 May 2026filed 7 May 2026 |
| Christine HurtsellersDirector | bought | 156at $37.38 | 6 May 2026filed 7 May 2026 |
| Christine HurtsellersDirector | bought | 2at $37.38 | 6 May 2026filed 7 May 2026 |
| Christine HurtsellersDirector | bought | 0.027at $37.49 | 6 May 2026filed 7 May 2026 |
| Kenneth J. PhelanDirector | bought | 269.569at $37.10 | 26 Jan 2026filed 27 Jan 2026 |
Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.
Institutions
Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEYadded · filed 13 Aug 2026 | 1,258,587$49.6M | +68,969+5.8% |
| WELLS FARGO & COMPANYreduced · filed 14 Aug 2026 | 646,729$25.5M | -6,713−1.0% |
| Z3 Capital Partners, LLCadded · filed 28 Jul 2026 | 411,393$16.2M | +2,432+0.6% |
| ROYAL BANK OF CANADAadded · filed 14 Aug 2026 | 270,289$10.7M | +2,485+0.9% |
| RAYMOND JAMES FINANCIAL INCreduced · filed 14 Aug 2026 | 172,704$6.8M | -5,686−3.2% |
| LPL Financial LLCadded · filed 7 Aug 2026 | 130,039$5.1M | +2,159+1.7% |
| STIFEL FINANCIAL CORPreduced · filed 12 Aug 2026 | 99,302$3.9M | -2,818−2.8% |
| FCA CORPadded · filed 11 Aug 2026 | 95,444$3.8M | +6,460+7.3% |
| NORTH STAR ASSET MANAGEMENT INCreduced · filed 18 Aug 2026 | 67,641$2.7M | -175−0.3% |
| Alessandra Capital Management, LLCreduced · filed 28 Jul 2026 | 61,315$2.4M | -205−0.3% |
News
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Everyone who traded it
Same industry
No other stock in its industry this week.
Government contracts
No federal award is tied to it.
From its SEC filings
No ratio computed from its SEC filings yet.
Analyst forecasts
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