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HPF

John Hancock Preferred Income Fund II

51 hedge funds and large institutions have $20.4M invested in John Hancock Preferred Income Fund II in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

13% more funds holding

Funds holding: 4551 (+6)

0.46% less ownership

Funds ownership: 6.66%6.2% (-0.46%)

13% less capital invested

Capital invested by funds: $23.5M → $20.4M (-$3.06M)

Holders
51
Holders Change
+6
Holders Change %
+13.33%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
14
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
26
Belpointe Asset Management
Nevada
$119K +$121K +7,589 New
HCM
27
Hollencrest Capital Management
California
$96.6K +$97.8K +6,159 New
MA
28
Montag & Associates
Georgia
$80.7K
EC
29
Elequin Capital
New York
$65.2K +$66K +4,155 New
WB
30
Webster Bank
Connecticut
$45K
GJIA
31
Glass Jacobson Investment Advisors
Maryland
$41K +$41.5K +2,615 New
CA
32
CoreCap Advisors
Michigan
$35.3K +$35.7K +2,250 New
AIM
33
Anchor Investment Management
South Carolina
$32.5K -$15.8K -992 -32%
SWA
34
SOA Wealth Advisors
New York
$26.3K
ASN
35
Advisory Services Network
Georgia
$21.3K +$21.6K +1,359 New
CWA
36
Clearview Wealth Advisors
Oregon
$20.6K +$476 +30 +2%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$16.9K
IA
38
IFP Advisors
Florida
$16K +$95 +6 +0.8%
WAS
39
Winch Advisory Services
Wisconsin
$16K +$16.7K +1,052 New
CFB
40
Cullen/Frost Bankers
Texas
$15.7K
GWM
41
Geneos Wealth Management
Colorado
$15.7K
EWM
42
Endurance Wealth Management
Rhode Island
$12K
CWC
43
Carolinas Wealth Consulting
North Carolina
$8.38K +$191 +12 +2%
SWM
44
Sugarloaf Wealth Management
Georgia
$6.44K +$6.53K +411 New
CSPIA
45
Cary Street Partners Investment Advisory
Virginia
$6.29K +$6.37K +401 New
DCM
46
Davidson Capital Management
Texas
$3.92K +$3.97K +250 New
SIS
47
Sound Income Strategies
Florida
$3.14K
SPIA
48
Steward Partners Investment Advisory
New York
$2.02K
PAG
49
Private Advisor Group
New Jersey
$389 -$27.1K -1,706 -6%
HNB
50
Huntington National Bank
Ohio
$16

HPF Hedge Fund Activity: Q4 2022 in Review

51 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q4 2022, worth a combined $20.4M — down 13% from $23.5M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new HPF positions and 6 closed out — a net gain of 8 holders — while 14 added to existing stakes and 9 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $244K. The largest seller was International Assets Investment Management, exiting entirely with an estimated $936K sold.

  • 51 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q4 2022, up from 45 in Q3 2022.
  • Funds reported $20.4M of John Hancock Preferred Income Fund II stock for Q4 2022, down 13% quarter-over-quarter.
  • 14 funds opened new John Hancock Preferred Income Fund II positions in Q4 2022 and 6 closed out, a net change of +8 holders.
  • The largest John Hancock Preferred Income Fund II buyer in Q4 2022 was Cetera Investment Advisers, an estimated $244K added.
  • The largest John Hancock Preferred Income Fund II seller in Q4 2022 was International Assets Investment Management, an estimated $936K sold.

Based on aggregated 13F filings for Q4 2022.