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HPF

John Hancock Preferred Income Fund II

51 hedge funds and large institutions have $36M invested in John Hancock Preferred Income Fund II in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

13% more funds holding

Funds holding: 4551 (+6)

6% more capital invested

Capital invested by funds: $34.1M → $36M (+$1.88M)

0.72% more ownership

Funds ownership: 6.86%7.58% (+0.72%)

Holders
51
Holders Change
+6
Holders Change %
+13.33%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
15
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APA
26
American Portfolios Advisors
New York
$236K
PMG
27
ProVise Management Group
Florida
$234K
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$228K +$226K +10,250 New
PCM
29
Parsons Capital Management
Rhode Island
$215K -$44 -2 -0%
SFS
30
Sowell Financial Services
Arkansas
$181K -$3.35K -152 -2%
NFG
31
Next Financial Group
Texas
$155K +$13.8K +628 +10%
AIC
32
Ameritas Investment Company
Nebraska
$109K +$20.1K +911 +23%
AIM
33
Anchor Investment Management
South Carolina
$89K +$110 +5 +0.1%
FMTCOCP
34
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$46K
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$45K
AWM
36
Avior Wealth Management
Nebraska
$35K
BB
37
Busey Bank
Illinois
$25K +$24.4K +1,108 New
GWM
38
Geneos Wealth Management
Colorado
$24K
RFM
39
Royal Fund Management
Florida
$23K -$42.4K -1,923 -65%
MCM
40
McMillion Capital Management
North Carolina
$22K
WQ
41
Wealth Quarterback
New Jersey
$17.5K +$17.3K +785 New
EWM
42
Endurance Wealth Management
Rhode Island
$17K
JPLA
43
Joseph P. Lucia & Associates
New York
$16K -$35.3K -1,600 -69%
SA
44
SRH Advisors
Kansas
$15K
CAC
45
Certified Advisory Corp
Florida
$15K +$9.91K +450 +191%
ASN
46
Advisory Services Network
Georgia
$11K +$10.6K +480 New
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$8.81K +400 New
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$8K +$132 +6 +2%
RIA
49
Realta Investment Advisors
Delaware
$7K
GRP
50
Global Retirement Partners
California
$4K

HPF Hedge Fund Activity: Q4 2019 in Review

51 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q4 2019, worth a combined $36M — up 5.5% from $34.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HPF positions and 4 closed out — a net gain of 6 holders — while 15 added to existing stakes and 10 trimmed.

The largest buyer was Koshinski Asset Management, opening a new position worth an estimated $1.27M. The largest seller was Centaurus Financial, exiting entirely with an estimated $405K sold.

  • 51 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q4 2019, up from 45 in Q3 2019.
  • Funds reported $36M of John Hancock Preferred Income Fund II stock for Q4 2019, up 5.5% quarter-over-quarter.
  • 10 funds opened new John Hancock Preferred Income Fund II positions in Q4 2019 and 4 closed out, a net change of +6 holders.
  • The largest John Hancock Preferred Income Fund II buyer in Q4 2019 was Koshinski Asset Management, an estimated $1.27M added.
  • The largest John Hancock Preferred Income Fund II seller in Q4 2019 was Centaurus Financial, an estimated $405K sold.

Based on aggregated 13F filings for Q4 2019.