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HPF

John Hancock Preferred Income Fund II

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.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

10% more funds holding

Funds holding: 4246 (+4)

2% more capital invested

Capital invested by funds: $19.5M → $19.9M (+$417K)

0.39% more ownership

Funds ownership: 6.03%6.43% (+0.39%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
LOPW
26
Live Oak Private Wealth
North Carolina
$158K
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$150K +$156K +10,340 New
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$146K -$11.9K -784 -7%
Wells Fargo
29
Wells Fargo
California
$134K -$67.9K -4,486 -33%
SWM
30
Spire Wealth Management
Virginia
$126K +$2.42K +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 -$58.5K -3,865 -63%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$31.5K +$31.8K +2,100 +2,800%
AIM
37
Anchor Investment Management
South Carolina
$30.4K +$151 +10 +0.5%
WAM
38
Wolverine Asset Management
Illinois
$24.6K +$25.7K +1,697 New
SWA
39
SOA Wealth Advisors
New York
$24.3K
GWM
40
Geneos Wealth Management
Colorado
$17.7K +$3.4K +225 +23%
TAM
41
Tucker Asset Management
Colorado
$17.4K +$18.2K +1,200 New
WAS
42
Winch Advisory Services
Wisconsin
$16K +$409 +27 +2%
CSPIA
43
Cary Street Partners Investment Advisory
Virginia
$5.8K
SIS
44
Sound Income Strategies
Florida
$2.89K
JP Morgan Chase
45
JP Morgan Chase
New York
$1.56K +$1.63K +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

HPF Hedge Fund Activity: Q3 2023 in Review

46 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q3 2023, worth a combined $19.9M — up 2.1% from $19.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HPF positions and 2 closed out — a net gain of 5 holders — while 17 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $748K. The largest seller was International Assets Investment Management, cutting an estimated $587K.

  • 46 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q3 2023, up from 42 in Q2 2023.
  • Funds reported $19.9M of John Hancock Preferred Income Fund II stock for Q3 2023, up 2.1% quarter-over-quarter.
  • 7 funds opened new John Hancock Preferred Income Fund II positions in Q3 2023 and 2 closed out, a net change of +5 holders.
  • The largest John Hancock Preferred Income Fund II buyer in Q3 2023 was Morgan Stanley, an estimated $748K added.
  • The largest John Hancock Preferred Income Fund II seller in Q3 2023 was International Assets Investment Management, an estimated $587K sold.

Based on aggregated 13F filings for Q3 2023.