We are live on ! Find out more
HPF

John Hancock Preferred Income Fund II

45 hedge funds and large institutions have $23.5M invested in John Hancock Preferred Income Fund II in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

0.21% less ownership

Funds ownership: 6.87%6.66% (-0.21%)

1% less capital invested

Capital invested by funds: $23.7M → $23.5M (-$243K)

13% less funds holding

Funds holding: 5245 (-7)

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
45
Holders Change
-7
Holders Change %
-13.46%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
17
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
26
Harbour Investments
Wisconsin
$150K
SAM
27
Selway Asset Management
$146K +$160K +8,900 New
SWM
28
Spire Wealth Management
Virginia
$133K +$1.02K +57 +0.7%
MA
29
Montag & Associates
Georgia
$85K
GWSG
30
GPS Wealth Strategies Group
Colorado
$76K
AIM
31
Anchor Investment Management
South Carolina
$50.4K +$144 +8 +0.3%
WB
32
Webster Bank
Connecticut
$47K
SWA
33
SOA Wealth Advisors
New York
$27K
CWA
34
Clearview Wealth Advisors
Oregon
$21K +$485 +27 +2%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$18K
GWM
36
Geneos Wealth Management
Colorado
$16K -$1.8K -100 -9%
CFB
37
Cullen/Frost Bankers
Texas
$16K
IA
38
IFP Advisors
Florida
$16K
EWM
39
Endurance Wealth Management
Rhode Island
$13K
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$13K
CWC
41
Carolinas Wealth Consulting
North Carolina
$9K +$198 +11 +2%
SIS
42
Sound Income Strategies
Florida
$3K
CWM
43
Castle Wealth Management
Florida
$2K
SPIA
44
Steward Partners Investment Advisory
New York
$2K
SFS
45
Sowell Financial Services
Arkansas
-$877K -54,509 Closed
CF
46
Centaurus Financial
California
-$193K -10,714 Closed
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
-$185K -10,266 Closed
WAS
48
Winch Advisory Services
Wisconsin
-$18K -1,007 Closed
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
-$13K -736 Closed
VVP
50
Venture Visionary Partners
Ohio
-$8.54K -475 Closed

HPF Hedge Fund Activity: Q3 2022 in Review

45 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q3 2022, worth a combined $23.5M — down 1% from $23.7M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of HPF and 2 opened new positions — a net loss of 6 holders — while 8 trimmed existing stakes and 17 added.

The largest buyer was B. Riley Wealth Advisors, opening a new position worth an estimated $1.53M. The largest seller was Sowell Financial Services, exiting entirely with an estimated $877K sold.

  • 45 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q3 2022, down from 52 in Q2 2022.
  • Funds reported $23.5M of John Hancock Preferred Income Fund II stock for Q3 2022, down 1% quarter-over-quarter.
  • 2 funds opened new John Hancock Preferred Income Fund II positions in Q3 2022 and 8 closed out, a net change of -6 holders.
  • The largest John Hancock Preferred Income Fund II buyer in Q3 2022 was B. Riley Wealth Advisors, an estimated $1.53M added.
  • The largest John Hancock Preferred Income Fund II seller in Q3 2022 was Sowell Financial Services, an estimated $877K sold.

Based on aggregated 13F filings for Q3 2022.