Company John Hancock Financial Opportunities Fund

Equities

BTO

US4097352060

Closed End Funds

Real-time Estimate Cboe BZX 02:29:05 2024-04-29 pm EDT 5-day change 1st Jan Change
27.63 USD +0.25% Intraday chart for John Hancock Financial Opportunities Fund -0.25% -8.08%

Business Summary

John Hancock Financial Opportunities Fund (the Fund) is a closed-end management investment company. The Fund's primary investment objective is to provide a high level of total return consisting of long-term capital appreciation and current income. Under normal circumstances, the Fund invests at least 80% of its net assets in equity securities of United States (U.S.) and foreign financial services companies of any size. These companies may include, but are not limited to, banks, thrifts, finance and financial technology companies, brokerage and advisory firms, real estate-related firms, insurance companies and financial holding companies. The Fund may invest up to 20% of its total assets in common and preferred equity securities and other preferred securities of foreign banking, lending and financial services companies, including securities quoted in foreign currencies. The Fund's investment adviser is John Hancock Investment Management LLC.

Sales per Business

USD in Million2021Weight2022Weight Delta
Investment and Related Activities
100.0 %
62 100.0 % 55 100.0 % -11.48%

Sales per region

USD in Million2021Weight2022Weight Delta
United States
100.0 %
62 100.0 % 55 100.0 % -11.48%

Managers

Managers TitleAgeSince
Chief Executive Officer 53 06-12-31
Director of Finance/CFO 67 06-12-31
Compliance Officer 45 20-07-30
General Counsel 51 08-12-31
Treasurer 59 06-12-31

Members of the board

Members of the board TitleAgeSince
Director/Board Member 64 20-09-14
Director/Board Member 80 93-12-31
Director/Board Member 75 07-12-31
Director/Board Member 78 07-12-31
Chairman 79 04-12-31
Director/Board Member 72 07-12-31
Director/Board Member 65 14-12-31
Director/Board Member 61 17-12-31
Director/Board Member 56 21-12-31
Director/Board Member 52 22-09-19

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 19,686,612 19,678,256 ( 99.96 %) 0 99.96 %

Shareholders

NameEquities%Valuation
Morgan Stanley Capital Services LLC
7.161 %
1,345,517 7.161 % 40 M $
Wells Fargo Advisors Financial Network LLC
3.138 %
589,601 3.138 % 17 M $
Raymond James Financial Services, Inc.
2.183 %
410,138 2.183 % 12 M $
Janney Montgomery Scott LLC
1.111 %
208,796 1.111 % 6 M $
RBC Trust Co. Delaware Ltd.
0.8203 %
154,135 0.8203 % 5 M $
Raymond James & Associates, Inc.
0.6348 %
119,283 0.6348 % 4 M $
FCA Corp.
0.4859 %
91,296 0.4859 % 3 M $
Aurora Investment Counsel
0.4617 %
86,761 0.4617 % 3 M $
North Star Asset Management, Inc.
0.4157 %
78,104 0.4157 % 2 M $
Stifel, Nicolaus & Co., Inc.
0.3946 %
74,146 0.3946 % 2 M $

Company contact information

John Hancock Financial Opportunities Fund

200 Berkeley Street

02116, Boston

+617 375 1500

address John Hancock Financial Opportunities Fund(BTO)
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