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HPF

John Hancock Preferred Income Fund II

45 hedge funds and large institutions have $25.4M invested in John Hancock Preferred Income Fund II in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.65% less ownership

Funds ownership: 6.89%6.24% (-0.65%)

8% less funds holding

Funds holding: 4945 (-4)

17% less capital invested

Capital invested by funds: $30.8M → $25.4M (-$5.38M)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
45
Holders Change
-4
Holders Change %
-8.16%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$196K +$1.24K +65 +0.6%
DTIM
27
Danda Trouve Investment Management
Kansas
$192K +$50.1K +2,623 +35%
VCWA
28
Vanguard Capital Wealth Advisors
Colorado
$190K
SWM
29
Spire Wealth Management
Virginia
$150K +$2.18K +114 +1%
MA
30
Montag & Associates
Georgia
$98K
AIM
31
Anchor Investment Management
South Carolina
$58.1K -$2.81K -147 -5%
WB
32
Webster Bank
Connecticut
$55K
SWA
33
SOA Wealth Advisors
New York
$31K
CWA
34
Clearview Wealth Advisors
Oregon
$23K +$153 +8 +0.7%
GWM
35
Geneos Wealth Management
Colorado
$20K
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$20K
CBT
37
CoreFirst Bank & Trust
Kansas
$19K
CFB
38
Cullen/Frost Bankers
Texas
$19K
IA
39
IFP Advisors
Florida
$16K +$13.8K +724 New
EWM
40
Endurance Wealth Management
Rhode Island
$15K
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$15K
CWC
42
Carolinas Wealth Consulting
North Carolina
$10K +$191 +10 +2%
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$8K
SIS
44
Sound Income Strategies
Florida
$4K
CA
45
Cetera Advisors
Colorado
-$1.28M -61,350 Closed
PMG
46
ProVise Management Group
Florida
-$219K -10,500 Closed
HNB
47
Huntington National Bank
Ohio
-$47.7K -2,500 -100%
IAG
48
Investmark Advisory Group
Connecticut
-$20K -1,000 Closed
CYG
49
Clean Yield Group
Vermont
-$5.73K -300 Closed
CA
50
CoreCap Advisors
Michigan
-$4K -200 Closed

HPF Hedge Fund Activity: Q1 2022 in Review

45 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q1 2022, worth a combined $25.4M — down 17% from $30.8M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of HPF and 4 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 11 added.

The largest buyer was Wolverine Asset Management, adding an estimated $609K. The largest seller was Cetera Advisors, exiting entirely with an estimated $1.28M sold.

  • 45 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q1 2022, down from 49 in Q4 2021.
  • Funds reported $25.4M of John Hancock Preferred Income Fund II stock for Q1 2022, down 17% quarter-over-quarter.
  • 4 funds opened new John Hancock Preferred Income Fund II positions in Q1 2022 and 6 closed out, a net change of -2 holders.
  • The largest John Hancock Preferred Income Fund II buyer in Q1 2022 was Wolverine Asset Management, an estimated $609K added.
  • The largest John Hancock Preferred Income Fund II seller in Q1 2022 was Cetera Advisors, an estimated $1.28M sold.

Based on aggregated 13F filings for Q1 2022.