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HPF

John Hancock Preferred Income Fund II
HPF

46 hedge funds and large institutions have $33.3M invested in John Hancock Preferred Income Fund II in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

31% more capital invested

Capital invested by funds: $25.3M → $33.3M (+$7.98M)

7% more funds holding

Funds holding: 43 → 46 (+3)

1.97% more ownership

Funds ownership: 7.2% → 9.17% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
17
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
APW
Axim Planning & Wealth
Ohio
+$3.38M
2
GRP
Global Retirement Partners
California
+$1.35M
3
OCM
One Capital Management
California
+$1.11M
4
Stifel Financial
Stifel Financial
Missouri
+$653K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$452K

Top Sellers

Rank Fund Capital Flow
1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$384K
2
Osaic Holdings
Osaic Holdings
Arizona
-$193K
3
BRWA
B. Riley Wealth Advisors
Florida
-$151K
4
Invesco
Invesco
Georgia
-$89.8K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$71.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$222K +$14.2K +843 +7%
MCA
27
MSH Capital Advisors
Arizona
$210K – – –
VCWA
28
Vanguard Capital Wealth Advisors
Colorado
$204K – – –
LOPW
29
Live Oak Private Wealth
North Carolina
$185K – – –
Bank of America
30
Bank of America
North Carolina
$183K -$7.38K -439 -4%
SWM
31
Spire Wealth Management
Virginia
$157K +$2.6K +155 +2%
GWSG
32
GPS Wealth Strategies Group
Colorado
$72K – – –
WB
33
Webster Bank
Connecticut
$48.9K – – –
GJIA
34
Glass Jacobson Investment Advisors
Maryland
$47.3K – – –
AIM
35
Anchor Investment Management
South Carolina
$35.9K – – –
HCM
36
Hollencrest Capital Management
California
$30.4K -$8.4K -500 -22%
SWA
37
SOA Wealth Advisors
New York
$28.5K – – –
WAS
38
Winch Advisory Services
Wisconsin
$20.5K +$437 +26 +2%
CA
39
CoreCap Advisors
Michigan
$18.7K – – –
IAIM
40
International Assets Investment Management
Florida
$14.3K +$14.2K +845 New
SIS
41
Sound Income Strategies
Florida
$3.39K – – –
JP Morgan Chase
42
JP Morgan Chase
New York
$1.7K – – –
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$950 +$941 +56 New
FCA
44
FinTrust Capital Advisors
South Carolina
$408 – – –
HNB
45
Huntington National Bank
Ohio
$17 – – –
Fidelity Investments
46
Fidelity Investments
Massachusetts
$17 +$17 +1 New
MA
47
Montag & Associates
Georgia
$7 – – –
AWM
48
Avior Wealth Management
Nebraska
– -$34.4K -2,084 Closed
TAM
49
Tucker Asset Management
Colorado
– -$19.8K -1,200 Closed
TRCT
50
Tower Research Capital (TRC)
New York
– -$1.75K -106 Closed
1
2

HPF Hedge Fund Activity: Q2 2024 in Review

46 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q2 2024, worth a combined $33.3M — up 31% from $25.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HPF positions and 3 closed out — a net gain of 4 holders — while 17 added to existing stakes and 9 trimmed.

The largest buyer was Axim Planning & Wealth, adding an estimated $3.38M. The largest seller was Koshinski Asset Management, cutting an estimated $384K.

  • 46 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q2 2024, up from 43 in Q1 2024.
  • Funds reported $33.3M of John Hancock Preferred Income Fund II stock for Q2 2024, up 31% quarter-over-quarter.
  • 7 funds opened new John Hancock Preferred Income Fund II positions in Q2 2024 and 3 closed out, a net change of +4 holders.
  • The largest John Hancock Preferred Income Fund II buyer in Q2 2024 was Axim Planning & Wealth, an estimated $3.38M added.
  • The largest John Hancock Preferred Income Fund II seller in Q2 2024 was Koshinski Asset Management, an estimated $384K sold.

Based on aggregated 13F filings for Q2 2024.