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HPF

John Hancock Preferred Income Fund II

42 hedge funds and large institutions have $19.5M invested in John Hancock Preferred Income Fund II in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

0.18% less ownership

Funds ownership: 6.21%6.03% (-0.18%)

1% less capital invested

Capital invested by funds: $19.7M → $19.5M (-$231K)

7% less funds holding

Funds holding: 4542 (-3)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
42
Holders Change
-3
Holders Change %
-6.67%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
17
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$164K +$1.24K +83 +0.8%
SWM
27
Spire Wealth Management
Virginia
$129K +$3.43K +229 +3%
HCM
28
Hollencrest Capital Management
California
$92.9K
MA
29
Montag & Associates
Georgia
$77.6K
GWSG
30
GPS Wealth Strategies Group
Colorado
$69.7K
WB
31
Webster Bank
Connecticut
$43.4K
GJIA
32
Glass Jacobson Investment Advisors
Maryland
$39.5K +$39.2K +2,615 New
AIM
33
Anchor Investment Management
South Carolina
$31.5K +$135 +9 +0.4%
SWA
34
SOA Wealth Advisors
New York
$25.3K
CWA
35
Clearview Wealth Advisors
Oregon
$20.4K +$135 +9 +0.7%
WAS
36
Winch Advisory Services
Wisconsin
$17K +$405 +27 +3%
GWM
37
Geneos Wealth Management
Colorado
$15.1K +$15K +1,000 New
EWM
38
Endurance Wealth Management
Rhode Island
$12K
CSPIA
39
Cary Street Partners Investment Advisory
Virginia
$6.05K
SIS
40
Sound Income Strategies
Florida
$3.02K
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$1.13K
HNB
42
Huntington National Bank
Ohio
$15
HI
43
Harbour Investments
Wisconsin
-$127K -8,195 Closed
AAS
44
Ameritas Advisory Services
Nebraska
-$86.5K -5,572 Closed
BAM
45
Belpointe Asset Management
Nevada
-$83.8K -5,400 Closed
ASN
46
Advisory Services Network
Georgia
-$21.1K -1,359 Closed
SWM
47
Sugarloaf Wealth Management
Georgia
-$6.38K -411 Closed
SPIA
48
Steward Partners Investment Advisory
New York
-$2K -129 Closed
Fidelity Investments
49
Fidelity Investments
Massachusetts
-$1.99K -128 Closed

HPF Hedge Fund Activity: Q2 2023 in Review

42 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q2 2023, worth a combined $19.5M — down 1.2% from $19.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of HPF and 4 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 17 added.

The largest buyer was International Assets Investment Management, opening a new position worth an estimated $781K. The largest seller was UBS Group, cutting an estimated $1.81M.

  • 42 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q2 2023, down from 45 in Q1 2023.
  • Funds reported $19.5M of John Hancock Preferred Income Fund II stock for Q2 2023, down 1.2% quarter-over-quarter.
  • 4 funds opened new John Hancock Preferred Income Fund II positions in Q2 2023 and 7 closed out, a net change of -3 holders.
  • The largest John Hancock Preferred Income Fund II buyer in Q2 2023 was International Assets Investment Management, an estimated $781K added.
  • The largest John Hancock Preferred Income Fund II seller in Q2 2023 was UBS Group, an estimated $1.81M sold.

Based on aggregated 13F filings for Q2 2023.