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HPF

John Hancock Preferred Income Fund II

41 hedge funds and large institutions have $30M invested in John Hancock Preferred Income Fund II in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

0.34% more ownership

Funds ownership: 7.9%8.24% (+0.34%)

0% more funds holding

Funds holding: 4141 (0)

1% less capital invested

Capital invested by funds: $30.4M → $30M (-$432K)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

Holders
41
Holders Change
Holders Change %
0%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
10
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APA
26
American Portfolios Advisors
New York
$177K -$4.55K -250 -2%
DTIM
27
Danda Trouve Investment Management
Kansas
$152K -$36.3K -1,994 -19%
NFG
28
Next Financial Group
Texas
$105K +$107K +5,871 New
WAM
29
Wolverine Asset Management
Illinois
$97K +$99.7K +5,477 New
SFS
30
Sowell Financial Services
Arkansas
$76K +$91 +5 +0.1%
AIM
31
Anchor Investment Management
South Carolina
$62.6K +$109 +6 +0.2%
ASN
32
Advisory Services Network
Georgia
$60K +$61.5K +3,379 New
AWM
33
Avior Wealth Management
Nebraska
$28K
GWM
34
Geneos Wealth Management
Colorado
$19K
EWM
35
Endurance Wealth Management
Rhode Island
$14K
SA
36
SRH Advisors
Kansas
$12K
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$7K
SIS
38
Sound Income Strategies
Florida
$4K
Koshinski Asset Management
39
Koshinski Asset Management
Illinois
$1.41K +$217K +11,914 +18%
FCH
40
Freestone Capital Holdings
Washington
$1.1K +$1.13K +62 New
Barclays
41
Barclays
United Kingdom
$1K +$874 +48 New
WS
42
Wedbush Securities
California
-$299K -16,569 Closed
HighTower Advisors
43
HighTower Advisors
Illinois
-$185K -10,123 Closed
FMTCOCP
44
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$37K -2,056 Closed
DAM
45
Delta Asset Management
Tennessee
-$18K -1,000 Closed
JPLA
46
Joseph P. Lucia & Associates
New York
-$13K -721 Closed
OPS
47
Orion Portfolio Solutions
Nebraska
-$5K -252 Closed
GRP
48
Global Retirement Partners
California
-$3K -181 Closed

HPF Hedge Fund Activity: Q3 2020 in Review

41 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q3 2020, worth a combined $30M — down 1.4% from $30.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HPF positions and 7 closed out — a net gain of 2 holders — while 10 added to existing stakes and 11 trimmed.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $676K. The largest seller was B. Riley Wealth Management, cutting an estimated $326K.

  • 41 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $30M of John Hancock Preferred Income Fund II stock for Q3 2020, down 1.4% quarter-over-quarter.
  • 9 funds opened new John Hancock Preferred Income Fund II positions in Q3 2020 and 7 closed out, a net change of +2 holders.
  • The largest John Hancock Preferred Income Fund II buyer in Q3 2020 was Shaker Financial Services, an estimated $676K added.
  • The largest John Hancock Preferred Income Fund II seller in Q3 2020 was B. Riley Wealth Management, an estimated $326K sold.

Based on aggregated 13F filings for Q3 2020.