HPF

John Hancock Preferred Income Fund II
HPF

Overview Fund Activity

46 hedge funds and large institutions have $25.5M invested in John Hancock Preferred Income Fund II in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
46
Holders Change
–
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
7
Increased
16
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APW
1
Axim Planning & Wealth
Ohio
$1.39M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.13M
3
UBS Group
3
UBS Group
Switzerland
$4M
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$2.1M
5
Stifel Financial
5
Stifel Financial
Missouri
$1.33M

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$0
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$328K
3
BRWA
3
B. Riley Wealth Advisors
Florida
$979K
4
RJA
4
Raymond James & Associates
Florida
$193K
5
MA
5
Montag & Associates
Georgia
$7
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$177K -$74.1K -4,698 -29%
LOPW
27
Live Oak Private Wealth
North Carolina
$172K – – –
Wells Fargo
28
Wells Fargo
California
$167K +$20.5K +1,302 +14%
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$163K – – –
SWM
30
Spire Wealth Management
Virginia
$142K +$3.3K +207 +2%
GWSG
31
GPS Wealth Strategies Group
Colorado
$72.9K – – –
WB
32
Webster Bank
Connecticut
$45.4K – – –
GJIA
33
Glass Jacobson Investment Advisors
Maryland
$41.3K – – –
HCM
34
Hollencrest Capital Management
California
$36.2K – – –
AIM
35
Anchor Investment Management
South Carolina
$33.3K +$158 +10 +0.5%
GRP
36
Global Retirement Partners
California
$26.8K +$26.8K +1,660 New
SWA
37
SOA Wealth Advisors
New York
$26.5K – – –
LFA
38
Livelsberger Financial Advisory
Ohio
$24.2K +$24.2K +1,537 New
TAM
39
Tucker Asset Management
Colorado
$18.9K – – –
WAS
40
Winch Advisory Services
Wisconsin
$18.3K +$442 +28 +2%
ASN
41
Advisory Services Network
Georgia
$15.3K +$15.3K +969 New
SIS
42
Sound Income Strategies
Florida
$3.16K – – –
GI
43
Gradient Investments
Minnesota
$3.16K +$3.16K +200 New
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$1.7K – – –
FCA
45
FinTrust Capital Advisors
South Carolina
$379 +$379 +24 New
HNB
46
Huntington National Bank
Ohio
$16 – – –
MA
47
Montag & Associates
Georgia
$7 -$74.5K -5,145 Closed
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
– -$146K -10,058 Closed
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
– -$31.5K -2,175 Closed
WAM
50
Wolverine Asset Management
Illinois
– -$24.6K -1,697 Closed
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