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HPF

John Hancock Preferred Income Fund II

44 hedge funds and large institutions have $35.8M invested in John Hancock Preferred Income Fund II in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

34% more capital invested

Capital invested by funds: $26.7M → $35.8M (+$9.07M)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

1.3% more ownership

Funds ownership: 5.96%7.26% (+1.3%)

0% more funds holding

Funds holding: 4444 (0)

Holders
44
Holders Change
Holders Change %
0%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APA
26
American Portfolios Advisors
New York
$221K +$154K +6,891 +254%
CIA
27
Capital Investment Advisors
Georgia
$200K +$194K +8,700 New
NFG
28
Next Financial Group
Texas
$122K +$118K +5,302 New
AIM
29
Anchor Investment Management
South Carolina
$91.7K -$33.3K -1,495 -27%
RFM
30
Royal Fund Management
Florida
$68K +$22 +1 +0%
JPLA
31
Joseph P. Lucia & Associates
New York
$53K +$51.7K +2,321 New
FMTCOCP
32
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$47K
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$46K
AWM
34
Avior Wealth Management
Nebraska
$37K
GWM
35
Geneos Wealth Management
Colorado
$25K
FHA
36
Flagship Harbor Advisors
Massachusetts
$23K
MCM
37
McMillion Capital Management
North Carolina
$23K +$22.3K +1,000 New
EWM
38
Endurance Wealth Management
Rhode Island
$18K
SA
39
SRH Advisors
Kansas
$15K
RIA
40
Realta Investment Advisors
Delaware
$8K
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$8K +$7.84K +352 New
AOWM
42
Alpha Omega Wealth Management
Virginia
$7K
CAC
43
Certified Advisory Corp
Florida
$5K
SIS
44
Sound Income Strategies
Florida
$5K
GRP
45
Global Retirement Partners
California
$4K
Fisher Asset Management
46
Fisher Asset Management
Washington
-$438K -20,024 Closed
TA
47
TCG Advisors
Texas
-$133K -6,032 Closed
SWM
48
SeaCrest Wealth Management
New York
-$30K -1,394 Closed
WEC
49
Winslow Evans & Crocker
Massachusetts
-$6K -200 Closed
FHB
50
First Hawaiian Bank
Hawaii
-$3K -138 Closed

HPF Hedge Fund Activity: Q2 2019 in Review

44 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q2 2019, worth a combined $35.8M — up 34% from $26.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HPF positions and 6 closed out — a net gain of 1 holder — while 14 added to existing stakes and 8 trimmed.

The largest buyer was Cetera Advisors, opening a new position worth an estimated $4.42M. The largest seller was Fisher Asset Management, exiting entirely with an estimated $438K sold.

  • 44 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $35.8M of John Hancock Preferred Income Fund II stock for Q2 2019, up 34% quarter-over-quarter.
  • 7 funds opened new John Hancock Preferred Income Fund II positions in Q2 2019 and 6 closed out, a net change of +1 holder.
  • The largest John Hancock Preferred Income Fund II buyer in Q2 2019 was Cetera Advisors, an estimated $4.42M added.
  • The largest John Hancock Preferred Income Fund II seller in Q2 2019 was Fisher Asset Management, an estimated $438K sold.

Based on aggregated 13F filings for Q2 2019.