HPF

John Hancock Preferred Income Fund II
HPF

Overview Fund Activity

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
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
–

Top Buyers

1
APW
1
Axim Planning & Wealth
Ohio
$2.76M
2
UBS Group
2
UBS Group
Switzerland
$4.72M
3
Stifel Financial
3
Stifel Financial
Missouri
$1.67M
4
CA
4
Cetera Advisors
Colorado
$180K
5
LPL Financial
5
LPL Financial
California
$495K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.18M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$1.74M
3
GC
3
Guggenheim Capital
Illinois
$1.13M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
IAIM
5
International Assets Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$165K -$10.3K -623 -6%
SWM
27
Spire Wealth Management
Virginia
$150K +$2.56K +155 +2%
GWSG
28
GPS Wealth Strategies Group
Colorado
$70.1K -$6.28K -380 -8%
GRP
29
Global Retirement Partners
California
$55.3K +$27.8K +1,683 +101%
WB
30
Webster Bank
Connecticut
$47.6K – – –
GJIA
31
Glass Jacobson Investment Advisors
Maryland
$46.1K +$2.89K +175 +7%
HCM
32
Hollencrest Capital Management
California
$37.9K – – –
AIM
33
Anchor Investment Management
South Carolina
$34.9K +$50 +3 +0.1%
AWM
34
Avior Wealth Management
Nebraska
$34.4K +$34.4K +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 +$446 +27 +2%
CA
38
CoreCap Advisors
Michigan
$18.2K +$18.2K +1,100 New
SIS
39
Sound Income Strategies
Florida
$3.31K – – –
TRCT
40
Tower Research Capital (TRC)
New York
$1.75K +$1.75K +106 New
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$1.65K -$132 -8 -7%
FCA
42
FinTrust Capital Advisors
South Carolina
$397 – – –
HNB
43
Huntington National Bank
Ohio
$17 – – –
MA
44
Montag & Associates
Georgia
$7 -$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
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