We are live on ! Find out more
HPF

John Hancock Preferred Income Fund II

41 hedge funds and large institutions have $30.4M invested in John Hancock Preferred Income Fund II in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

23% more capital invested

Capital invested by funds: $24.8M → $30.4M (+$5.61M)

0.36% more ownership

Funds ownership: 7.55%7.9% (+0.36%)

15% less funds holding

Funds holding: 4841 (-7)

70% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 10

Holders
41
Holders Change
-7
Holders Change %
-14.58%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
13
Reduced
10
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$185K +$85 +5 +0%
APA
27
American Portfolios Advisors
New York
$183K +$2.56K +150 +1%
SFS
28
Sowell Financial Services
Arkansas
$77K -$70.9K -4,154 -49%
AIM
29
Anchor Investment Management
South Carolina
$63.2K +$119 +7 +0.2%
FMTCOCP
30
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$37K
AWM
31
Avior Wealth Management
Nebraska
$28K
GWM
32
Geneos Wealth Management
Colorado
$19K
DAM
33
Delta Asset Management
Tennessee
$18K
EWM
34
Endurance Wealth Management
Rhode Island
$14K
JPLA
35
Joseph P. Lucia & Associates
New York
$13K
SA
36
SRH Advisors
Kansas
$12K
CAC
37
Certified Advisory Corp
Florida
$8K -$4.01K -235 -35%
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$7K
OPS
39
Orion Portfolio Solutions
Nebraska
$5K
SIS
40
Sound Income Strategies
Florida
$4K
GRP
41
Global Retirement Partners
California
$3K
Truist Financial
42
Truist Financial
North Carolina
-$160K -10,400 Closed
AIC
43
Ameritas Investment Company
Nebraska
-$124K -8,060 Closed
NFG
44
Next Financial Group
Texas
-$115K -7,442 Closed
WAP
45
Wealthcare Advisory Partners
Pennsylvania
-$78K -5,065 Closed
ASN
46
Advisory Services Network
Georgia
-$48K -3,094 Closed
RFM
47
Royal Fund Management
Florida
-$16K -1,054 Closed
MCM
48
McMillion Capital Management
North Carolina
-$15K -1,000 Closed
RFA
49
Reilly Financial Advisors
California
-$13K -833 Closed
WQ
50
Wealth Quarterback
New Jersey
-$12.3K -800 Closed

HPF Hedge Fund Activity: Q2 2020 in Review

41 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q2 2020, worth a combined $30.4M — up 23% from $24.8M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of HPF and 3 opened new positions — a net loss of 7 holders — while 10 trimmed existing stakes and 13 added.

The largest buyer was Ameriprise, adding an estimated $681K. The largest seller was Truist Financial, exiting entirely with an estimated $160K sold.

  • 41 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q2 2020, down from 48 in Q1 2020.
  • Funds reported $30.4M of John Hancock Preferred Income Fund II stock for Q2 2020, up 23% quarter-over-quarter.
  • 3 funds opened new John Hancock Preferred Income Fund II positions in Q2 2020 and 10 closed out, a net change of -7 holders.
  • The largest John Hancock Preferred Income Fund II buyer in Q2 2020 was Ameriprise, an estimated $681K added.
  • The largest John Hancock Preferred Income Fund II seller in Q2 2020 was Truist Financial, an estimated $160K sold.

Based on aggregated 13F filings for Q2 2020.