HPF

John Hancock Preferred Income Fund II
HPF

Overview Fund Activity

46 hedge funds and large institutions have $19.9M invested in John Hancock Preferred Income Fund II in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 2 closing their positions.

Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.9M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$388K
3
Stifel Financial
3
Stifel Financial
Missouri
$574K
4
RJA
4
Raymond James & Associates
Florida
$246K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.07M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$191K
2
SFS
2
Shaker Financial Services
Virginia
$0
3
NA
3
NewEdge Advisors
Louisiana
$249K
4
BRWA
4
B. Riley Wealth Advisors
Florida
$981K
5
Wells Fargo
5
Wells Fargo
California
$134K
Name Holding Trade Value Shares
Change 		Shares
Change %
LOPW
26
Live Oak Private Wealth
North Carolina
$158K – – –
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$150K +$150K +10,340 New
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$146K -$11.3K -784 -7%
Wells Fargo
29
Wells Fargo
California
$134K -$64.9K -4,486 -33%
SWM
30
Spire Wealth Management
Virginia
$126K +$2.32K +160 +2%
MA
31
Montag & Associates
Georgia
$74.5K – – –
GWSG
32
GPS Wealth Strategies Group
Colorado
$66.9K – – –
WB
33
Webster Bank
Connecticut
$41.7K – – –
GJIA
34
Glass Jacobson Investment Advisors
Maryland
$37.8K – – –
HCM
35
Hollencrest Capital Management
California
$33.2K -$55.9K -3,865 -63%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$31.5K +$30.4K +2,100 +2,800%
AIM
37
Anchor Investment Management
South Carolina
$30.4K +$145 +10 +0.5%
WAM
38
Wolverine Asset Management
Illinois
$24.6K +$24.6K +1,697 New
SWA
39
SOA Wealth Advisors
New York
$24.3K – – –
GWM
40
Geneos Wealth Management
Colorado
$17.7K +$3.26K +225 +23%
TAM
41
Tucker Asset Management
Colorado
$17.4K +$17.4K +1,200 New
WAS
42
Winch Advisory Services
Wisconsin
$16K +$382 +27 +2%
CSPIA
43
Cary Street Partners Investment Advisory
Virginia
$5.8K – – –
SIS
44
Sound Income Strategies
Florida
$2.89K – – –
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$1.56K +$1.56K +108 New
HNB
46
Huntington National Bank
Ohio
$14 – – –
SFS
47
Shaker Financial Services
Virginia
– -$212K -14,035 Closed
CWA
48
Clearview Wealth Advisors
Oregon
– -$20.4K -1,355 Closed
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