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HPF

John Hancock Preferred Income Fund II

56 hedge funds and large institutions have $35M invested in John Hancock Preferred Income Fund II in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 14 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

4% more funds holding

Funds holding: 5456 (+2)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

1.51% less ownership

Funds ownership: 9.12%7.6% (-1.5%)

13% less capital invested

Capital invested by funds: $40.4M → $35M (-$5.33M)

Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCWA
26
Vanguard Capital Wealth Advisors
Colorado
$216K
Bank of America
27
Bank of America
North Carolina
$209K -$10.4K -493 -5%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$209K +$205K +9,680 New
PCM
29
Parsons Capital Management
Rhode Island
$208K
DTIM
30
Danda Trouve Investment Management
Kansas
$191K +$2.03K +96 +1%
SWM
31
Spire Wealth Management
Virginia
$164K +$5.59K +264 +4%
NFG
32
Next Financial Group
Texas
$139K -$7.63K -360 -5%
MA
33
Montag & Associates
Georgia
$111K
RWML
34
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$108K +$106K +4,992 New
AIM
35
Anchor Investment Management
South Carolina
$68.8K +$127 +6 +0.2%
WB
36
Webster Bank
Connecticut
$62K +$42.6K +2,011 +232%
ASN
37
Advisory Services Network
Georgia
$56K +$55.3K +2,609 New
SWA
38
SOA Wealth Advisors
New York
$36K
AWM
39
Avior Wealth Management
Nebraska
$34K
CTC
40
Central Trust Company
Missouri
$29K +$28.4K +1,340 New
CWA
41
Clearview Wealth Advisors
Oregon
$26K
GWM
42
Geneos Wealth Management
Colorado
$23K
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$23K +$22.8K +1,075 New
CBT
44
CoreFirst Bank & Trust
Kansas
$22K
CFB
45
Cullen/Frost Bankers
Texas
$22K
WQ
46
Wealth Quarterback
New Jersey
$20K +$18.7K +883 New
Citigroup
47
Citigroup
New York
$18K -$3.35K -158 -16%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$17K
EWM
49
Endurance Wealth Management
Rhode Island
$16K
JPLA
50
Joseph P. Lucia & Associates
New York
$16K

HPF Hedge Fund Activity: Q2 2021 in Review

56 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q2 2021, worth a combined $35M — down 13% from $40.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HPF positions and 7 closed out — a net gain of 2 holders — while 15 added to existing stakes and 14 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $638K. The largest seller was Cetera Advisors, cutting an estimated $2.42M.

  • 56 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q2 2021, up from 54 in Q1 2021.
  • Funds reported $35M of John Hancock Preferred Income Fund II stock for Q2 2021, down 13% quarter-over-quarter.
  • 9 funds opened new John Hancock Preferred Income Fund II positions in Q2 2021 and 7 closed out, a net change of +2 holders.
  • The largest John Hancock Preferred Income Fund II buyer in Q2 2021 was Guggenheim Capital, an estimated $638K added.
  • The largest John Hancock Preferred Income Fund II seller in Q2 2021 was Cetera Advisors, an estimated $2.42M sold.

Based on aggregated 13F filings for Q2 2021.