HANCOCK JOHN FINL OPPTYS FD's ticker is BTO and the CUSIP is 409735206. A total of 67 filers reported holding HANCOCK JOHN FINL OPPTYS FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,127,917 | -7.8% | 81,033 | -5.8% | 0.00% | 0.0% |
| Q2 2023 | $2,307,152 | -16.9% | 86,023 | -5.4% | 0.00% | -25.0% |
| Q1 2023 | $2,777,406 | +1.0% | 90,943 | +10.2% | 0.00% | 0.0% |
| Q4 2022 | $2,749,885 | +17.3% | 82,554 | +11.1% | 0.00% | 0.0% |
| Q3 2022 | $2,345,000 | -13.9% | 74,310 | +1.3% | 0.00% | 0.0% |
| Q2 2022 | $2,724,000 | +16.0% | 73,364 | +25.6% | 0.00% | +33.3% |
| Q1 2022 | $2,348,000 | -13.0% | 58,412 | +0.9% | 0.00% | -25.0% |
| Q4 2021 | $2,698,000 | +65.7% | 57,908 | +51.2% | 0.00% | +100.0% |
| Q3 2021 | $1,628,000 | +6.5% | 38,287 | -5.9% | 0.00% | 0.0% |
| Q2 2021 | $1,528,000 | +0.3% | 40,693 | +2.7% | 0.00% | -33.3% |
| Q1 2021 | $1,524,000 | +22.5% | 39,637 | -3.3% | 0.00% | +50.0% |
| Q4 2020 | $1,244,000 | +26.2% | 41,002 | -10.9% | 0.00% | 0.0% |
| Q3 2020 | $986,000 | -14.3% | 46,021 | -8.2% | 0.00% | -33.3% |
| Q2 2020 | $1,151,000 | +15.6% | 50,135 | -7.2% | 0.00% | 0.0% |
| Q1 2020 | $996,000 | -26.5% | 54,019 | +44.9% | 0.00% | 0.0% |
| Q4 2019 | $1,355,000 | +313.1% | 37,269 | +264.9% | 0.00% | +200.0% |
| Q3 2019 | $328,000 | -3.0% | 10,213 | -2.8% | 0.00% | 0.0% |
| Q2 2019 | $338,000 | +41.4% | 10,505 | +40.6% | 0.00% | 0.0% |
| Q1 2019 | $239,000 | -73.3% | 7,469 | -76.6% | 0.00% | -66.7% |
| Q4 2018 | $894,000 | +105.5% | 31,981 | +71.9% | 0.00% | +50.0% |
| Q1 2015 | $435,000 | -3.1% | 18,603 | -2.5% | 0.00% | 0.0% |
| Q4 2014 | $449,000 | -45.5% | 19,075 | -48.6% | 0.00% | -71.4% |
| Q3 2014 | $824,000 | -4.4% | 37,101 | -0.4% | 0.01% | -12.5% |
| Q2 2014 | $862,000 | -1.3% | 37,245 | +2.7% | 0.01% | 0.0% |
| Q1 2014 | $873,000 | – | 36,278 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aurora Investment Counsel | 81,602 | $2,142,869 | 1.42% |
| FCA CORP /TX | 90,789 | $2,384,112 | 0.89% |
| All Season Financial Advisors, Inc. | 13,088 | $343,699 | 0.35% |
| Samalin Investment Counsel, LLC | 15,960 | $419,117 | 0.24% |
| NORTH STAR ASSET MANAGEMENT INC | 83,144 | $2,183,361 | 0.12% |
| Mendota Financial Group, LLC | 4,485 | $117,777 | 0.12% |
| L.M. KOHN & COMPANY | 9,341 | $245,284 | 0.09% |
| Formidable Asset Management, LLC | 10,410 | $273,367 | 0.06% |
| Institute for Wealth Management, LLC. | 10,868 | $285,394 | 0.05% |
| DFPG INVESTMENTS, LLC | 9,670 | $256,448 | 0.02% |