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HPF

John Hancock Preferred Income Fund II

45 hedge funds and large institutions have $34.1M invested in John Hancock Preferred Income Fund II in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

2% more funds holding

Funds holding: 4445 (+1)

0.4% less ownership

Funds ownership: 7.26%6.86% (-0.4%)

5% less capital invested

Capital invested by funds: $35.8M → $34.1M (-$1.67M)

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
26
Sowell Financial Services
Arkansas
$193K +$191K +8,260 New
NFG
27
Next Financial Group
Texas
$148K +$23.8K +1,028 +19%
AIM
28
Anchor Investment Management
South Carolina
$93.2K +$116 +5 +0.1%
AIC
29
Ameritas Investment Company
Nebraska
$93K +$91.7K +3,965 New
RFM
30
Royal Fund Management
Florida
$69K
JPLA
31
Joseph P. Lucia & Associates
New York
$54K
FMTCOCP
32
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$48K
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$47K
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
EWM
38
Endurance Wealth Management
Rhode Island
$18K
SA
39
SRH Advisors
Kansas
$16K
GWAG
40
Garrett Wealth Advisory Group
Texas
$9.69K +$9.58K +414 New
RIA
41
Realta Investment Advisors
Delaware
$8K
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$8K +$162 +7 +2%
CAC
43
Certified Advisory Corp
Florida
$5K
SIS
44
Sound Income Strategies
Florida
$5K
GRP
45
Global Retirement Partners
California
$4K
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
-$1.28M -55,646 Closed
BTS
47
BB&T Securities
Virginia
-$476K -20,705 Closed
CIA
48
Capital Investment Advisors
Georgia
-$200K -8,700 Closed
AOWM
49
Alpha Omega Wealth Management
Virginia
-$7K -318 Closed

HPF Hedge Fund Activity: Q3 2019 in Review

45 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q3 2019, worth a combined $34.1M — down 4.7% from $35.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HPF positions and 4 closed out — a net gain of 2 holders — while 14 added to existing stakes and 6 trimmed.

The largest buyer was Cetera Advisors, adding an estimated $596K. The largest seller was Koshinski Asset Management, exiting entirely with an estimated $1.28M sold.

  • 45 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q3 2019, up from 44 in Q2 2019.
  • Funds reported $34.1M of John Hancock Preferred Income Fund II stock for Q3 2019, down 4.7% quarter-over-quarter.
  • 6 funds opened new John Hancock Preferred Income Fund II positions in Q3 2019 and 4 closed out, a net change of +2 holders.
  • The largest John Hancock Preferred Income Fund II buyer in Q3 2019 was Cetera Advisors, an estimated $596K added.
  • The largest John Hancock Preferred Income Fund II seller in Q3 2019 was Koshinski Asset Management, an estimated $1.28M sold.

Based on aggregated 13F filings for Q3 2019.