We are live on ! Find out more
HPF

John Hancock Preferred Income Fund II

54 hedge funds and large institutions have $40.4M invested in John Hancock Preferred Income Fund II in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $38M → $40.4M (+$2.4M)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

0.25% less ownership

Funds ownership: 9.37%9.12% (-0.25%)

5% less funds holding

Funds holding: 5754 (-3)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
54
Holders Change
-3
Holders Change %
-5.26%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
15
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$211K -$20.9K -1,100 -10%
PCM
27
Parsons Capital Management
Rhode Island
$201K +$183K +9,648 New
APA
28
American Portfolios Advisors
New York
$194K +$125K +6,589 +243%
DTIM
29
Danda Trouve Investment Management
Kansas
$182K +$2.03K +107 +1%
SWM
30
Spire Wealth Management
Virginia
$152K +$139K +7,317 New
NFG
31
Next Financial Group
Texas
$142K +$16.4K +866 +15%
SFS
32
Sowell Financial Services
Arkansas
$134K +$39.1K +2,061 +48%
MA
33
Montag & Associates
Georgia
$107K
AIM
34
Anchor Investment Management
South Carolina
$66.1K -$2.56K -135 -4%
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$58K +$52.9K +2,790 New
EP
36
Eudaimonia Partners
Tennessee
$49K +$588 +31 +1%
SWA
37
SOA Wealth Advisors
New York
$34K
AWM
38
Avior Wealth Management
Nebraska
$33K
CWA
39
Clearview Wealth Advisors
Oregon
$26K
GWM
40
Geneos Wealth Management
Colorado
$23K
Citigroup
41
Citigroup
New York
$21K -$653K -34,425 -97%
CBT
42
CoreFirst Bank & Trust
Kansas
$21K
CFB
43
Cullen/Frost Bankers
Texas
$21K +$19K +1,000 New
WB
44
Webster Bank
Connecticut
$18K +$16.5K +868 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$17K +$15.2K +800 New
SPIA
46
Steward Partners Investment Advisory
New York
$16.6K +$15.2K +800 New
EWM
47
Endurance Wealth Management
Rhode Island
$16K
JPLA
48
Joseph P. Lucia & Associates
New York
$15K
SA
49
SRH Advisors
Kansas
$14K
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$8K

HPF Hedge Fund Activity: Q1 2021 in Review

54 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q1 2021, worth a combined $40.4M — up 6.3% from $38M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of HPF and 9 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 15 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $2.29M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $1.76M sold.

  • 54 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q1 2021, down from 57 in Q4 2020.
  • Funds reported $40.4M of John Hancock Preferred Income Fund II stock for Q1 2021, up 6.3% quarter-over-quarter.
  • 9 funds opened new John Hancock Preferred Income Fund II positions in Q1 2021 and 12 closed out, a net change of -3 holders.
  • The largest John Hancock Preferred Income Fund II buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $2.29M added.
  • The largest John Hancock Preferred Income Fund II seller in Q1 2021 was Shaker Financial Services, an estimated $1.76M sold.

Based on aggregated 13F filings for Q1 2021.