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HPF

John Hancock Preferred Income Fund II

43 hedge funds and large institutions have $25.3M invested in John Hancock Preferred Income Fund II in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.35% less ownership

Funds ownership: 7.55%7.2% (-0.35%)

1% less capital invested

Capital invested by funds: $25.5M → $25.3M (-$183K)

7% less funds holding

Funds holding: 4643 (-3)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
43
Holders Change
-3
Holders Change %
-6.52%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
17
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$165K -$10.1K -623 -6%
SWM
27
Spire Wealth Management
Virginia
$150K +$2.52K +155 +2%
GWSG
28
GPS Wealth Strategies Group
Colorado
$70.1K -$6.18K -380 -8%
GRP
29
Global Retirement Partners
California
$55.3K +$27.4K +1,683 +101%
WB
30
Webster Bank
Connecticut
$47.6K
GJIA
31
Glass Jacobson Investment Advisors
Maryland
$46.1K +$2.85K +175 +7%
HCM
32
Hollencrest Capital Management
California
$37.9K
AIM
33
Anchor Investment Management
South Carolina
$34.9K +$49 +3 +0.1%
AWM
34
Avior Wealth Management
Nebraska
$34.4K +$33.9K +2,084 New
SWA
35
SOA Wealth Advisors
New York
$27.7K
TAM
36
Tucker Asset Management
Colorado
$19.8K
WAS
37
Winch Advisory Services
Wisconsin
$19.6K +$439 +27 +2%
CA
38
CoreCap Advisors
Michigan
$18.2K +$17.9K +1,100 New
SIS
39
Sound Income Strategies
Florida
$3.31K
TRCT
40
Tower Research Capital (TRC)
New York
$1.75K +$1.73K +106 New
JP Morgan Chase
41
JP Morgan Chase
New York
$1.65K -$130 -8 -7%
FCA
42
FinTrust Capital Advisors
South Carolina
$397
HNB
43
Huntington National Bank
Ohio
$17
MA
44
Montag & Associates
Georgia
$7
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
-$196K -12,401 Closed
IAIM
46
International Assets Investment Management
Florida
-$196K -12,395 Closed
KWA
47
Kingswood Wealth Advisors
California
-$187K -11,859 Closed
WAP
48
Wealthcare Advisory Partners
Pennsylvania
-$163K -10,340 Closed
LFA
49
Livelsberger Financial Advisory
Ohio
-$24.2K -1,537 Closed
ASN
50
Advisory Services Network
Georgia
-$15.3K -969 Closed

HPF Hedge Fund Activity: Q1 2024 in Review

43 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q1 2024, worth a combined $25.3M — down 0.72% from $25.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of HPF and 4 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 17 added.

The largest buyer was Axim Planning & Wealth, adding an estimated $1.29M. The largest seller was Morgan Stanley, cutting an estimated $2.12M.

  • 43 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q1 2024, down from 46 in Q4 2023.
  • Funds reported $25.3M of John Hancock Preferred Income Fund II stock for Q1 2024, down 0.72% quarter-over-quarter.
  • 4 funds opened new John Hancock Preferred Income Fund II positions in Q1 2024 and 7 closed out, a net change of -3 holders.
  • The largest John Hancock Preferred Income Fund II buyer in Q1 2024 was Axim Planning & Wealth, an estimated $1.29M added.
  • The largest John Hancock Preferred Income Fund II seller in Q1 2024 was Morgan Stanley, an estimated $2.12M sold.

Based on aggregated 13F filings for Q1 2024.