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HPF

John Hancock Preferred Income Fund II

57 hedge funds and large institutions have $38M invested in John Hancock Preferred Income Fund II in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

39% more funds holding

Funds holding: 4157 (+16)

27% more capital invested

Capital invested by funds: $30M → $38M (+$7.99M)

1.12% more ownership

Funds ownership: 8.24%9.37% (+1.1%)

Holders
57
Holders Change
+16
Holders Change %
+39.02%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
16
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$333K
CAN
27
Cetera Advisor Networks
California
$254K
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$233K +$223K +12,245 New
Bank of America
29
Bank of America
North Carolina
$214K +$13.9K +761 +7%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$208K +$12.3K +673 +7%
LOPW
31
Live Oak Private Wealth
North Carolina
$207K
PMG
32
ProVise Management Group
Florida
$200K
AIC
33
Ameritas Investment Company
Nebraska
$191K +$183K +10,027 New
DTIM
34
Danda Trouve Investment Management
Kansas
$164K +$1.99K +109 +1%
IA
35
Inspire Advisors
Idaho
$133K +$128K +7,000 New
NFG
36
Next Financial Group
Texas
$113K +$1.57K +86 +1%
MA
37
Montag & Associates
Georgia
$98K +$93.9K +5,145 New
SFS
38
Sowell Financial Services
Arkansas
$81K +$146 +8 +0.2%
ASN
39
Advisory Services Network
Georgia
$64K
AIM
40
Anchor Investment Management
South Carolina
$63K -$3.58K -196 -6%
APA
41
American Portfolios Advisors
New York
$51.6K -$131K -7,189 -73%
EP
42
Eudaimonia Partners
Tennessee
$44K +$42.3K +2,317 New
FIA
43
FNY Investment Advisers
New York
$39K +$37.9K +2,078 New
SWA
44
SOA Wealth Advisors
New York
$31K +$30.6K +1,678 New
AWM
45
Avior Wealth Management
Nebraska
$30K
CWA
46
Clearview Wealth Advisors
Oregon
$23K +$22.4K +1,226 New
GWM
47
Geneos Wealth Management
Colorado
$22K
CBT
48
CoreFirst Bank & Trust
Kansas
$19K +$18.2K +1,000 New
EWM
49
Endurance Wealth Management
Rhode Island
$15K
JPLA
50
Joseph P. Lucia & Associates
New York
$14K +$13.2K +721 New

HPF Hedge Fund Activity: Q4 2020 in Review

57 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q4 2020, worth a combined $38M — up 27% from $30M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new HPF positions and 4 closed out — a net gain of 16 holders — while 16 added to existing stakes and 9 trimmed.

The largest buyer was Landscape Capital Management, opening a new position worth an estimated $1.67M. The largest seller was Ameriprise, exiting entirely with an estimated $3.84M sold.

  • 57 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q4 2020, up from 41 in Q3 2020.
  • Funds reported $38M of John Hancock Preferred Income Fund II stock for Q4 2020, up 27% quarter-over-quarter.
  • 20 funds opened new John Hancock Preferred Income Fund II positions in Q4 2020 and 4 closed out, a net change of +16 holders.
  • The largest John Hancock Preferred Income Fund II buyer in Q4 2020 was Landscape Capital Management, an estimated $1.67M added.
  • The largest John Hancock Preferred Income Fund II seller in Q4 2020 was Ameriprise, an estimated $3.84M sold.

Based on aggregated 13F filings for Q4 2020.