BTO · Insider trading · 13F holders · Congress trades
John Hancock Financial Opportunities Fund Common S (BTO)
Who is buying and selling BTO: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 5
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
BTO at a glance
- No open-market insider purchases or sales of BTO were filed in the last 90 days.
- 5 13F filers hold BTO among their 50 largest positions, worth $24.8M combined. The biggest bets by portfolio weight are Z3 Capital Partners, LLC (3.4%), Alessandra Capital Management, LLC (1.7%) and Advisory Advocates, LLC (1.0%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
- Members of Congress have disclosed 6 BTO trades since 2014, 0 purchases and 1 sale in the past year; the latest was Sheldon Whitehouse (D-RI), selling $1K–15K on Sep 20, 2023.
- BTO last closed at $37.73 on Oct 30, 2026.
BTO insider trading
No open-market insider purchases or sales of BTO were filed in the last 90 days.
Who owns BTO? Hedge funds and superinvestors
5 13F filers hold BTO among their 50 largest positions, worth $24.8M combined. The biggest bets by portfolio weight are Z3 Capital Partners, LLC (3.4%), Alessandra Capital Management, LLC (1.7%) and Advisory Advocates, LLC (1.0%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Z3 Capital Partners, LLCWealth manager | 3.4% | $16.2M | 411,393 | +0.6% shares | Q2 2026 |
| Fca Corp /txInvestment manager | 0.9% | $3.8M | 95,444 | +7.3% shares | Q2 2026 |
| Alessandra Capital Management, LLCWealth manager | 1.7% | $2.4M | 61,315 | -0.3% shares | Q2 2026 |
| Chancellor Financial Group WB LPWealth manager | 0.8% | $1.2M | 31,366 | +0.5% shares | Q2 2026 |
| Advisory Advocates, LLCWealth manager | 1.0% | $1.2M | 30,800 | +6.0% shares | Q2 2026 |
Each manager counts with its latest 13F (Q2 2026: 5). Screen BTO in the grand portfolio →
BTO stock trades by members of Congress
Members of Congress have disclosed 6 BTO trades since 2014, 0 purchases and 1 sale in the past year; the latest was Sheldon Whitehouse (D-RI), selling $1K–15K on Sep 20, 2023.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Oct 17, 2023 | Sheldon WhitehouseD-RI · Senate | Sale | $1K–15K | Sep 20, 2023 | +46.4% |
| Jul 13, 2018 | Sheldon WhitehouseD-RI · Senate | Buy | $1K–15K | Jun 13, 2018 | -2.7% |
| Aug 18, 2017 | Sheldon WhitehouseD-RI · Senate | Buy | $1K–15K | Jul 25, 2017 | +4.6% |
| Sep 28, 2016 | Raúl M. GrijalvaD-AZ · House | Sale | $1K–15K | Sep 19, 2016 | +35.6% |
| Feb 2, 2015 | Raúl M. GrijalvaD-AZ · House | Buy | $1K–15K | Jan 27, 2015 | +71.3% |
| Sep 3, 2014 | Raúl M. GrijalvaD-AZ · House | Buy | $1K–15K | Aug 21, 2014 | +65.4% |
2 members have traded BTO: Sheldon Whitehouse, Raúl M. Grijalva.
BTO questions and answers
Are insiders buying BTO stock?
No open-market insider purchases or sales of BTO were filed in the last 90 days.
Which hedge funds own BTO?
5 13F filers hold BTO among their 50 largest positions, worth $24.8M combined. The biggest bets by portfolio weight are Z3 Capital Partners, LLC (3.4%), Alessandra Capital Management, LLC (1.7%) and Advisory Advocates, LLC (1.0%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
Has Congress traded BTO?
Members of Congress have disclosed 6 BTO trades since 2014, 0 purchases and 1 sale in the past year; the latest was Sheldon Whitehouse (D-RI), selling $1K–15K on Sep 20, 2023.
Who is the largest holder of BTO?
Among 13F filers, Z3 Capital Partners, LLC reports the largest BTO position, $16.2M (411,393 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Z3 Capital Partners, LLC's: 3.4% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.