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HPF

John Hancock Preferred Income Fund II

41 hedge funds and large institutions have $27.2M invested in John Hancock Preferred Income Fund II in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

0.06% less ownership

Funds ownership: 5.86%5.8% (-0.06%)

1% less capital invested

Capital invested by funds: $27.6M → $27.2M (-$365K)

5% less funds holding

Funds holding: 4341 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
41
Holders Change
-2
Holders Change %
-4.65%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
26
MassMutual Private Wealth & Trust
Connecticut
$164K
AIM
27
Anchor Investment Management
South Carolina
$119K +$109 +5 +0.1%
US Bancorp
28
US Bancorp
Minnesota
$88K
RFM
29
Royal Fund Management
Florida
$64K
AWM
30
Avior Wealth Management
Nebraska
$46K +$24.1K +1,100 +52%
FMTCOCP
31
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$45K +$45K +2,056 New
GWM
32
Geneos Wealth Management
Colorado
$41K
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$33K -$350 -16 -1%
SA
34
SRH Advisors
Kansas
$22K
SEI Investments
35
SEI Investments
Pennsylvania
$20K -$26.3K -1,200 -57%
EWM
36
Endurance Wealth Management
Rhode Island
$17K
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$10K +$8.75K +400 +645%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$9K
CGT
39
Capital Guardian Trust
California
$7K +$7.31K +334 New
WEC
40
Winslow Evans & Crocker
Massachusetts
$4.38K
AOWM
41
Alpha Omega Wealth Management
Virginia
$4K -$985 -45 -22%
TSW
42
Thompson Siegel & Walmsley
Virginia
$4K +$4.38K +200 New
Citigroup
43
Citigroup
New York
-$73K -3,320 Closed
WHG
44
Westwood Holdings Group
Texas
-$64K -2,900 Closed
Creative Planning
45
Creative Planning
Kansas
-$13K -600 Closed
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
-$10K -453 Closed
NFG
47
Next Financial Group
Texas
-$9K -400 Closed
PCM
48
Penserra Capital Management
California
-$5K -260 Closed

HPF Hedge Fund Activity: Q3 2017 in Review

41 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q3 2017, worth a combined $27.2M — down 1.3% from $27.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of HPF and 4 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 14 added.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $276K. The largest seller was Commonwealth Equity Services, cutting an estimated $815K.

  • 41 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q3 2017, down from 43 in Q2 2017.
  • Funds reported $27.2M of John Hancock Preferred Income Fund II stock for Q3 2017, down 1.3% quarter-over-quarter.
  • 4 funds opened new John Hancock Preferred Income Fund II positions in Q3 2017 and 6 closed out, a net change of -2 holders.
  • The largest John Hancock Preferred Income Fund II buyer in Q3 2017 was Laurion Capital Management, an estimated $276K added.
  • The largest John Hancock Preferred Income Fund II seller in Q3 2017 was Commonwealth Equity Services, an estimated $815K sold.

Based on aggregated 13F filings for Q3 2017.