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HPF

John Hancock Preferred Income Fund II

41 hedge funds and large institutions have $31.4M invested in John Hancock Preferred Income Fund II in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $29.3M → $31.4M (+$2.17M)

0.17% more ownership

Funds ownership: 6.8%6.97% (+0.17%)

9% less funds holding

Funds holding: 4541 (-4)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
41
Holders Change
-4
Holders Change %
-8.89%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
12
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
26
Anchor Investment Management
South Carolina
$115K +$104 +5 +0.1%
US Bancorp
27
US Bancorp
Minnesota
$84K +$83.5K +4,000 New
RFM
28
Royal Fund Management
Florida
$62K +$418 +20 +0.7%
AWM
29
Avior Wealth Management
Nebraska
$44K
GWM
30
Geneos Wealth Management
Colorado
$40K
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32K
SA
32
SRH Advisors
Kansas
$21K
EWM
33
Endurance Wealth Management
Rhode Island
$16K
CFS
34
Commonwealth Financial Services
West Virginia
$15K
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$10K
NFG
36
Next Financial Group
Texas
$9K -$27.1K -1,300 -76%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$9K
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$8K -$3.59K -172 -30%
PCM
39
Penserra Capital Management
California
$6K -$940 -45 -13%
AOWM
40
Alpha Omega Wealth Management
Virginia
$6K
WEC
41
Winslow Evans & Crocker
Massachusetts
$4.22K -$3.13K -150 -43%
Citigroup
42
Citigroup
New York
$1K -$585 -28 -52%
LCM
43
Laurion Capital Management
New York
-$777K -38,395 Closed
WAM
44
Weiss Asset Management
Massachusetts
-$283K -13,986 Closed
PAG
45
Private Advisor Group
New Jersey
-$281K -13,671 Closed
SFS
46
Sowell Financial Services
Arkansas
-$53K -2,500 Closed
SSB
47
Sandy Spring Bank
Maryland
-$4K -210 Closed

HPF Hedge Fund Activity: Q1 2017 in Review

41 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q1 2017, worth a combined $31.4M — up 7.4% from $29.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of HPF and 2 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 12 added.

The largest buyer was Koshinski Asset Management, adding an estimated $1.99M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $777K sold.

  • 41 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q1 2017, down from 45 in Q4 2016.
  • Funds reported $31.4M of John Hancock Preferred Income Fund II stock for Q1 2017, up 7.4% quarter-over-quarter.
  • 2 funds opened new John Hancock Preferred Income Fund II positions in Q1 2017 and 5 closed out, a net change of -3 holders.
  • The largest John Hancock Preferred Income Fund II buyer in Q1 2017 was Koshinski Asset Management, an estimated $1.99M added.
  • The largest John Hancock Preferred Income Fund II seller in Q1 2017 was Laurion Capital Management, an estimated $777K sold.

Based on aggregated 13F filings for Q1 2017.