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HPF

John Hancock Preferred Income Fund II

45 hedge funds and large institutions have $19.7M invested in John Hancock Preferred Income Fund II in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

0.01% more ownership

Funds ownership: 6.2%6.21% (+0.01%)

3% less capital invested

Capital invested by funds: $20.4M → $19.7M (-$677K)

12% less funds holding

Funds holding: 5145 (-6)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
45
Holders Change
-6
Holders Change %
-11.76%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
14
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
26
Hollencrest Capital Management
California
$95.6K
AAS
27
Ameritas Advisory Services
Nebraska
$86.5K +$92K +5,572 New
BAM
28
Belpointe Asset Management
Nevada
$83.8K -$36.1K -2,189 -29%
MA
29
Montag & Associates
Georgia
$79.9K
GWSG
30
GPS Wealth Strategies Group
Colorado
$71.7K +$76.3K +4,620 New
WB
31
Webster Bank
Connecticut
$44.7K
AIM
32
Anchor Investment Management
South Carolina
$32.3K +$132 +8 +0.4%
SWA
33
SOA Wealth Advisors
New York
$26K
ASN
34
Advisory Services Network
Georgia
$21.1K
CWA
35
Clearview Wealth Advisors
Oregon
$20.9K +$495 +30 +2%
WAS
36
Winch Advisory Services
Wisconsin
$17K +$396 +24 +2%
EWM
37
Endurance Wealth Management
Rhode Island
$12K
SWM
38
Sugarloaf Wealth Management
Georgia
$6.38K
CSPIA
39
Cary Street Partners Investment Advisory
Virginia
$6.22K
SIS
40
Sound Income Strategies
Florida
$3.1K
SPIA
41
Steward Partners Investment Advisory
New York
$2K
Fidelity Investments
42
Fidelity Investments
Massachusetts
$1.99K +$2.1K +127 +12,700%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$1.16K -$16.5K -1,000 -93%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$902 -$54.2K -3,284 -5%
HNB
45
Huntington National Bank
Ohio
$16
SFS
46
Shaker Financial Services
Virginia
-$232K -14,787 Closed
EC
47
Elequin Capital
New York
-$65.2K -4,155 Closed
CFB
48
Cullen/Frost Bankers
Texas
-$15.7K -1,000 Closed
GWM
49
Geneos Wealth Management
Colorado
-$15.7K -1,000 Closed
IA
50
IFP Advisors
Florida
-$16K -730 Closed

HPF Hedge Fund Activity: Q1 2023 in Review

45 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q1 2023, worth a combined $19.7M — down 3.3% from $20.4M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of HPF and 3 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 14 added.

The largest buyer was Golden Green, opening a new position worth an estimated $660K. The largest seller was Invesco, cutting an estimated $262K.

  • 45 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q1 2023, down from 51 in Q4 2022.
  • Funds reported $19.7M of John Hancock Preferred Income Fund II stock for Q1 2023, down 3.3% quarter-over-quarter.
  • 3 funds opened new John Hancock Preferred Income Fund II positions in Q1 2023 and 7 closed out, a net change of -4 holders.
  • The largest John Hancock Preferred Income Fund II buyer in Q1 2023 was Golden Green, an estimated $660K added.
  • The largest John Hancock Preferred Income Fund II seller in Q1 2023 was Invesco, an estimated $262K sold.

Based on aggregated 13F filings for Q1 2023.