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HPF

John Hancock Preferred Income Fund II

47 hedge funds and large institutions have $32.1M invested in John Hancock Preferred Income Fund II in 2021 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.62% less ownership

Funds ownership: 7.6%6.98% (-0.62%)

8% less capital invested

Capital invested by funds: $35M → $32.1M (-$2.92M)

16% less funds holding

Funds holding: 5647 (-9)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 9

Holders
47
Holders Change
-9
Holders Change %
-16.07%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
12
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
26
Next Financial Group
Texas
$197K +$56.7K +2,573 +40%
SWM
27
Spire Wealth Management
Virginia
$167K +$2.05K +93 +1%
DTIM
28
Danda Trouve Investment Management
Kansas
$161K -$31K -1,406 -16%
MA
29
Montag & Associates
Georgia
$112K
AIM
30
Anchor Investment Management
South Carolina
$69.3K +$110 +5 +0.2%
WB
31
Webster Bank
Connecticut
$62K
SWA
32
SOA Wealth Advisors
New York
$36K
CWA
33
Clearview Wealth Advisors
Oregon
$27K +$22 +1 +0.1%
GWM
34
Geneos Wealth Management
Colorado
$23K
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$23K
CBT
36
CoreFirst Bank & Trust
Kansas
$22K
CFB
37
Cullen/Frost Bankers
Texas
$22K
Citigroup
38
Citigroup
New York
$21K +$2.67K +121 +14%
WQ
39
Wealth Quarterback
New Jersey
$20K +$331 +15 +2%
EWM
40
Endurance Wealth Management
Rhode Island
$17K
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$17K
JPLA
42
Joseph P. Lucia & Associates
New York
$16K
IWA
43
IVC Wealth Advisors
Pennsylvania
$11K
CWC
44
Carolinas Wealth Consulting
North Carolina
$10K +$198 +9 +2%
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$9K
SIS
46
Sound Income Strategies
Florida
$4K
AWA
47
Arkadios Wealth Advisors
Georgia
$2K -$15.2K -690 -88%
VCWA
48
Vanguard Capital Wealth Advisors
Colorado
$217
Cohen & Steers
49
Cohen & Steers
New York
-$393K -18,176 Closed
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
-$209K -9,680 Closed

HPF Hedge Fund Activity: Q3 2021 in Review

47 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q3 2021, worth a combined $32.1M — down 8.3% from $35M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of HPF and 0 opened new positions — a net loss of 9 holders — while 16 trimmed existing stakes and 12 added.

The largest buyer was Kestra Advisory Services, adding an estimated $222K. The largest seller was Cetera Advisors, cutting an estimated $737K.

  • 47 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q3 2021, down from 56 in Q2 2021.
  • Funds reported $32.1M of John Hancock Preferred Income Fund II stock for Q3 2021, down 8.3% quarter-over-quarter.
  • 0 funds opened new John Hancock Preferred Income Fund II positions in Q3 2021 and 9 closed out, a net change of -9 holders.
  • The largest John Hancock Preferred Income Fund II buyer in Q3 2021 was Kestra Advisory Services, an estimated $222K added.
  • The largest John Hancock Preferred Income Fund II seller in Q3 2021 was Cetera Advisors, an estimated $737K sold.

Based on aggregated 13F filings for Q3 2021.