We are live on ! Find out more
HPF

John Hancock Preferred Income Fund II

49 hedge funds and large institutions have $30.8M invested in John Hancock Preferred Income Fund II in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

4% more funds holding

Funds holding: 4749 (+2)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

0.09% less ownership

Funds ownership: 6.98%6.89% (-0.09%)

4% less capital invested

Capital invested by funds: $32.1M → $30.8M (-$1.32M)

Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
12
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
26
Harbour Investments
Wisconsin
$207K -$3.75K -175 -2%
NFG
27
Next Financial Group
Texas
$197K +$8K +373 +4%
SWM
28
Spire Wealth Management
Virginia
$162K +$2.1K +98 +1%
DTIM
29
Danda Trouve Investment Management
Kansas
$156K +$1.37K +64 +0.9%
WAM
30
Wolverine Asset Management
Illinois
$131K +$135K +6,286 New
MA
31
Montag & Associates
Georgia
$107K
AIM
32
Anchor Investment Management
South Carolina
$66.8K +$129 +6 +0.2%
WB
33
Webster Bank
Connecticut
$60K
HNB
34
Huntington National Bank
Ohio
$52K +$53.6K +2,501 New
SWA
35
SOA Wealth Advisors
New York
$34K
CWA
36
Clearview Wealth Advisors
Oregon
$26K -$21 -1 -0.1%
GWM
37
Geneos Wealth Management
Colorado
$22K
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$22K
CBT
39
CoreFirst Bank & Trust
Kansas
$21K
CFB
40
Cullen/Frost Bankers
Texas
$21K
IAG
41
Investmark Advisory Group
Connecticut
$20K +$21.4K +1,000 New
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$17K
EWM
43
Endurance Wealth Management
Rhode Island
$16K
CWC
44
Carolinas Wealth Consulting
North Carolina
$10K +$172 +8 +2%
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$8K
CYG
46
Clean Yield Group
Vermont
$6K +$6.43K +300 New
SIS
47
Sound Income Strategies
Florida
$4K
CA
48
CoreCap Advisors
Michigan
$4K +$4.29K +200 New
WS
49
Wedbush Securities
California
-$243K -11,199 Closed
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
-$233K -10,732 Closed

HPF Hedge Fund Activity: Q4 2021 in Review

49 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q4 2021, worth a combined $30.8M — down 4.1% from $32.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HPF positions and 5 closed out — a net gain of 4 holders — while 12 added to existing stakes and 11 trimmed.

The largest buyer was NewEdge Advisors, opening a new position worth an estimated $436K. The largest seller was Guggenheim Capital, cutting an estimated $512K.

  • 49 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q4 2021, up from 47 in Q3 2021.
  • Funds reported $30.8M of John Hancock Preferred Income Fund II stock for Q4 2021, down 4.1% quarter-over-quarter.
  • 9 funds opened new John Hancock Preferred Income Fund II positions in Q4 2021 and 5 closed out, a net change of +4 holders.
  • The largest John Hancock Preferred Income Fund II buyer in Q4 2021 was NewEdge Advisors, an estimated $436K added.
  • The largest John Hancock Preferred Income Fund II seller in Q4 2021 was Guggenheim Capital, an estimated $512K sold.

Based on aggregated 13F filings for Q4 2021.