Institutional Ownership
Hancock John Finl Opptys Fd
CUSIP 409735206SH BEN INT NEWBTOQ1 2026
Institutional Holders
77
13F filers
Shares Held
4.07M
Aggregate institutional
Institutional Value
$136.82M
Q1 2026
Net New Holders
-5
9 new · 14 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions9
Increased30
Decreased19
Sold out14
Institutional Holders
77 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 1.19M | $42.67M | +65 | Added |
| 2 | Wells Fargo & Company/Mn | 653.4K | $23.44M | −13.8K | Reduced |
| 3 | Z3 Capital Partners, LLC | 409.0K | $14.67M | +5.4K | Added |
| 4 | Royal Bank Of Canada | 267.8K | $9.61M | +8.4K | Added |
| 5 | Raymond James Financial Inc | 178.4K | $6.40M | +2.1K | Added |
| 6 | Lpl Financial LLC | 127.9K | $4.59M | −1.9K | Reduced |
| 7 | Stifel Financial Corp | 102.1K | $3.66M | +15.4K | Added |
| 8 | Fca Corp /Tx | 89.0K | $3.19M | +2.1K | Added |
| 9 | North Star Asset Management Inc | 67.8K | $2.43M | −264 | Reduced |
| 10 | Alessandra Capital Management, LLC | 61.5K | $2.21M | +2.2K | Added |
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