HANCOCK JOHN FINL OPPTYS FD's ticker is BTO and the CUSIP is 409735206. A total of 69 filers reported holding HANCOCK JOHN FINL OPPTYS FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $2,628,183 | +19.0% | 88,850 | +2.4% | 1.51% | +4.9% |
| Q4 2023 | $2,208,067 | +3.0% | 86,761 | +6.3% | 1.44% | +1.3% |
| Q3 2023 | $2,142,869 | +1.9% | 81,602 | +4.1% | 1.42% | +5.0% |
| Q2 2023 | $2,102,768 | +506.7% | 78,403 | +590.9% | 1.35% | +497.3% |
| Q1 2023 | $346,568 | -68.3% | 11,348 | -59.2% | 0.23% | -58.5% |
| Q4 2017 | $1,095,000 | -52.7% | 27,834 | -71.7% | 0.54% | -61.8% |
| Q4 2014 | $2,315,000 | +62.1% | 98,249 | +52.8% | 1.43% | +52.0% |
| Q3 2014 | $1,428,000 | -4.0% | 64,281 | -0.0% | 0.94% | +0.2% |
| Q2 2014 | $1,488,000 | +0.2% | 64,301 | +4.2% | 0.94% | -1.7% |
| Q1 2014 | $1,485,000 | +20.1% | 61,681 | +17.5% | 0.95% | +16.5% |
| Q4 2013 | $1,236,000 | +7.9% | 52,481 | -1.7% | 0.82% | -2.0% |
| Q3 2013 | $1,146,000 | -5.2% | 53,396 | 0.0% | 0.83% | -11.5% |
| Q2 2013 | $1,209,000 | – | 53,396 | – | 0.94% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 62,667 | $2,465,000 | 1.76% |
| FCA CORP /TX | 104,417 | $4,107,000 | 1.64% |
| PATTEN & PATTEN INC/TN | 303,140 | $11,922,000 | 1.19% |
| Arlington Financial Advisors, LLC | 47,852 | $1,927,000 | 0.91% |
| Point View Wealth Management, Inc. | 33,180 | $1,305,000 | 0.62% |
| NORTH STAR ASSET MANAGEMENT INC | 162,277 | $6,382,000 | 0.57% |
| Aurora Investment Counsel | 27,834 | $1,095,000 | 0.54% |
| Community Bank of Raymore | 16,750 | $659,000 | 0.24% |
| NICOLET BANKSHARES INC | 13,965 | $549,000 | 0.24% |
| Patten Group, Inc. | 13,865 | $545,000 | 0.22% |