Institutional Ownership
Hancock John Finl Opptys Fd
CUSIP 409735206SH BEN INT NEWBTOQ1 2026
13D / 13G Filings
6
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
8.5%
Max % of class reported
Institutional Holders
77
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
6 filings · latest Jan 30, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 30, 2026 | First Trust Portfolios L.P. | 13G | 5.4% | 1.07M | SEC |
| 2 | Feb 8, 2024 | Morgan Stanley | 13G/A | 6.8% | 1.34M | SEC |
| 3 | Feb 9, 2023 | Morgan Stanley | 13G/A | 8.3% | 1.61M | SEC |
| 4 | Feb 10, 2022 | Morgan Stanley | 13G/A | 8.5% | 1.61M | SEC |
| 5 | Feb 11, 2021 | Morgan Stanley | 13G/A | 7.5% | 1.40M | SEC |
| 6 | Feb 13, 2020 | Morgan Stanley | 13G/A | 7.2% | 1.34M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 1.19M | $42.67M |
| 2 | Wells Fargo & Company/Mn | 653.4K | $23.44M |
| 3 | Z3 Capital Partners, LLC | 409.0K | $14.67M |
| 4 | Royal Bank Of Canada | 267.8K | $9.61M |
| 5 | Raymond James Financial Inc | 178.4K | $6.40M |
| 6 | Lpl Financial LLC | 127.9K | $4.59M |
| 7 | Stifel Financial Corp | 102.1K | $3.66M |
| 8 | Fca Corp /Tx | 89.0K | $3.19M |
| 9 | North Star Asset Management Inc | 67.8K | $2.43M |
| 10 | Alessandra Capital Management, LLC | 61.5K | $2.21M |