BTO — JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND
Price · 2024-08-26 → 2026-08-21
499 daily closes shownAnonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2016-01-04.
Performance
Technicals
Dividends
Measured signals that fired on BTO
| date | signal | measured base rate |
|---|---|---|
| 2026-03-06 | Equal lows taken out structure | -0.64% over 21 days · t = -4.75 · n = 55,661 statistically distinguishable from its control group |
Excess return against a matched control group, on a point-in-time universe that includes delisted companies. Most families do not survive that. How the measurement works →
Insider transactions (Form 4)
| date | insider | what | shares | price | value |
|---|---|---|---|---|---|
| 2026-07-22 | Bacic William K | Open-market purchase | 184 | 40.62 | 7.5K |
| 2026-05-06 | Hurtsellers Christine Director | Open-market purchase | 163 | 37.38 | 6.1K |
| 2026-05-06 | Hurtsellers Christine Director | Open-market purchase | 156 | 37.38 | 5.8K |
| 2026-05-06 | Hurtsellers Christine Director | Open-market purchase | 2 | 37.38 | 75 |
| 2026-05-06 | Hurtsellers Christine Director | Open-market purchase | 0 | 37.48 | 1 |
| 2026-01-26 | Phelan Kenneth J Director | Open-market purchase | 270 | 37.10 | 10.0K |
| 2025-04-08 | Wright Thomas Rowe Director | Open-market purchase | 378 | 29.55 | 11.2K |
| 2025-01-14 | Bacic William K | Open-market purchase | 288 | 34.70 | 10.0K |
| 2024-12-23 | Ellison Noni L | Open-market purchase | 315 | 35.90 | 11.3K |
| 2024-01-02 | Garfield Dean Director | Open-market purchase | 513 | 30.55 | 15.7K |
Open-market purchases (code P) are the informative ones. Grants, option exercises and tax withholding are compensation mechanics, not decisions. How to read a Form 4 →
Largest institutional holders
| manager | value | shares |
|---|---|---|
| MORGAN STANLEY | 42.7M | 1.2M |
| WELLS FARGO & COMPANY/MN | 23.4M | 653.4K |
| Z3 Capital Partners, LLC | 14.7M | 409.0K |
| ROYAL BANK OF CANADA | 9.6M | 267.8K |
| RAYMOND JAMES FINANCIAL INC | 6.4M | 178.4K |
| LPL Financial LLC | 4.6M | 127.9K |
| STIFEL FINANCIAL CORP | 3.7M | 102.1K |
| FCA CORP /TX | 3.2M | 89.0K |
| NORTH STAR ASSET MANAGEMENT INC | 2.4M | 67.8K |
| Alessandra Capital Management, LLC | 2.2M | 61.5K |
13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →
Short selling
This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →
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