Skip to main content
BTO logo

BTO

John Hancock Financial Opportunities Fund
$39.19 -0.49 (-1.23%) At close · Jul 7
Market Cap
$789.30M
Shares
19,816,776

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$39.19 Open$39.70 Day$39.19–39.74 52W$30.85–40.66 Avg vol 30d43K Short int9K · 0.0% float · 1.0d Short vol29% DataJan 2020–Jul 2026
Equibles Rating blended score · not investment advice
Overall
Buy
Technical · trend & momentum Strong Buy
50 / 200-day cross no cross
+ Price vs 200-day avg +9% above
+ Price vs 50-day avg +5% above
RSI (14) 62 · neutral
+ MACD trend positive
+ 52-week position 85% · near high
Sentiment · smart money Neutral
Trend (MA cross) 50d $37 › 200d $36 — 50d above 200d
Institutional flow 2 of 79 funds reported for Jun 30 · net 0 sh shares
+ Insider flow Net +$12.0K over 90 days · 0% sells
Short interest 0.04% of float · ▲ +172.5% MoM · 1.0 days cover
Volume signal Volume near normal
Institution breadth 79 holders — mid 3-yr range
Fundamentals Limited data
Not enough data for a confident read.

Blended from price, positioning & fundamentals · daily-close · not investment advice.

Technicals

trend & momentum for long-term holders Strong Buy
0 · 2 · 4
50 / 200-day cross
no cross Neutral
Price vs 200-day avg
+9% above Bullish
Price vs 50-day avg
+5% above Bullish
RSI (14)
62 · neutral Neutral
MACD trend
positive Bullish
52-week position
85% · near high Bullish
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $37 › 200d $36 — 50d above 200d
Institutional flow Flat
2 of 79 funds reported for Jun 30 · net 0 sh shares
Insider flow Accumulating
Net +$12.0K over 90 days · 0% sells
Short interest Rising
0.04% of float · ▲ +172.5% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
79 holders — mid 3-yr range
Price context
position in its 52-week range
52-wk low $31 Now $39 · 85% 52-wk high $41
vs 200-day avg +9% vs 50-day avg +5%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
BTO
John Hancock Financial Opportunities Fund
this stock
$789.30M +13.8% 0.0%
BLK
BlackRock, Inc.
$345.50B -5.0% +16.2% 26.7 0.6%
BN
BROOKFIELD Corp /ON/
$97.81B -4.4% 0.6%
BX
Blackstone Inc.
$89.81B -20.7% +9.2% 31.0 2.7%
KKR
KKR & Co. Inc.
$85.42B -25.2% -11.0% 1.7%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders
Holders
79
% held
20.5%
Reported
2 of 79
Top holder
MORGAN STANLEY
Held Float
View
Short & Settlement
Short Interest Rising
Shares short
8.8K
Days to cover
1.0d
Change
+5.6K sh
View
Short Volume
Short vol %
29%
As of
Jul 7, 2026
Short Total
View
Fails to Deliver
FTD shares
590
Value
$22.1K
As of
Jun 12, 2026
View
Off-Exchange
Off-exchange %
70.7%
Week of
May 4, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net buying
Net (90d)
+$12.0K
Buyers / Sellers
1 / 0
Buyers Sellers
View
Congressional Trades Sell
Member
Sheldon Whitehouse
Amount
$1.0K–$15.0K
Traded
Sep 20, 2023
View
Filings
SEC Filings
Latest
DEF 14A
Filed
Dec 11, 2025
This year
0
View

Performance

5D 20D 120D MTD YTD
BTO -0.1% +5.9% +10.9% -0.6% +13.8%
SPY +0.9% +1.4% +7.6% +0.1% +9.7%
vs SPY -1.0% +4.5% +3.4% -0.7% +4.2%

Capital returns

Latest dividend
$0.65 / share · ex Jun 11, 2026
Paid (TTM)
$2.60 / share · 4 payouts
Dividend yield (TTM, derived)
6.63%

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 925683 CUSIP 409735206 13F (30d) 2 filings 2 filers Visit website