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HPF

John Hancock Preferred Income Fund II

52 hedge funds and large institutions have $23.7M invested in John Hancock Preferred Income Fund II in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

16% more funds holding

Funds holding: 4552 (+7)

0.63% more ownership

Funds ownership: 6.24%6.87% (+0.63%)

7% less capital invested

Capital invested by funds: $25.4M → $23.7M (-$1.71M)

Holders
52
Holders Change
+7
Holders Change %
+15.56%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
14
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCWA
26
Vanguard Capital Wealth Advisors
Colorado
$179K
HI
27
Harbour Investments
Wisconsin
$150K +$151K +8,370 New
SWM
28
Spire Wealth Management
Virginia
$144K +$2.17K +120 +2%
MA
29
Montag & Associates
Georgia
$93K
GWSG
30
GPS Wealth Strategies Group
Colorado
$83K +$83.5K +4,620 New
AIM
31
Anchor Investment Management
South Carolina
$55K +$127 +7 +0.2%
WB
32
Webster Bank
Connecticut
$52K
SWA
33
SOA Wealth Advisors
New York
$30K
CWA
34
Clearview Wealth Advisors
Oregon
$23K +$452 +25 +2%
GWM
35
Geneos Wealth Management
Colorado
$19K
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$19K
CFB
37
Cullen/Frost Bankers
Texas
$18K
WAS
38
Winch Advisory Services
Wisconsin
$18K +$18.2K +1,007 New
IA
39
IFP Advisors
Florida
$16K
EWM
40
Endurance Wealth Management
Rhode Island
$14K
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$14K
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$13K +$13.3K +736 New
CWC
43
Carolinas Wealth Consulting
North Carolina
$9K +$181 +10 +2%
VVP
44
Venture Visionary Partners
Ohio
$8.54K +$8.59K +475 New
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$7K
SIS
46
Sound Income Strategies
Florida
$4K
CA
47
CoreCap Advisors
Michigan
$4K +$3.62K +200 New
CWM
48
Castle Wealth Management
Florida
$3K +$2.71K +150 New
SPIA
49
Steward Partners Investment Advisory
New York
$2K +$2.33K +129 New
BRWM
50
B. Riley Wealth Management
Tennessee
$1.61K -$283K -15,653 -15%

HPF Hedge Fund Activity: Q2 2022 in Review

52 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q2 2022, worth a combined $23.7M — down 6.7% from $25.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HPF positions and 3 closed out — a net gain of 8 holders — while 14 added to existing stakes and 9 trimmed.

The largest buyer was UBS Group, adding an estimated $2.72M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $726K sold.

  • 52 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q2 2022, up from 45 in Q1 2022.
  • Funds reported $23.7M of John Hancock Preferred Income Fund II stock for Q2 2022, down 6.7% quarter-over-quarter.
  • 11 funds opened new John Hancock Preferred Income Fund II positions in Q2 2022 and 3 closed out, a net change of +8 holders.
  • The largest John Hancock Preferred Income Fund II buyer in Q2 2022 was UBS Group, an estimated $2.72M added.
  • The largest John Hancock Preferred Income Fund II seller in Q2 2022 was Wolverine Asset Management, an estimated $726K sold.

Based on aggregated 13F filings for Q2 2022.