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HPF

John Hancock Preferred Income Fund II
HPF

46 hedge funds and large institutions have $1.24B invested in John Hancock Preferred Income Fund II in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,139% more capital invested

Capital invested by funds: $38.1M → $1.24B (+$1.2B)

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.69% less ownership

Funds ownership: 9.67% → 8.98% (-0.69%)

2% less funds holding

Funds holding: 47 → 46 (-1)

29% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 17

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
12
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$612K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$255K
3
WAM
Wolverine Asset Management
Illinois
+$216K
4
Wells Fargo
Wells Fargo
California
+$191K
5
Invesco
Invesco
Georgia
+$191K

Top Sellers

Rank Fund Capital Flow
1
GRP
Global Retirement Partners
California
-$855K
2
SFS
Sowell Financial Services
Arkansas
-$766K
3
GC
Guggenheim Capital
Illinois
-$514K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$407K
5
UBS Group
UBS Group
Switzerland
-$295K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
26
Atria Wealth Solutions
New York
$281K -$14.6K -831 -5%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$240K +$255K +14,488 New
MCA
28
MSH Capital Advisors
Arizona
$205K – – –
WAM
29
Wolverine Asset Management
Illinois
$203K +$216K +12,257 New
LOPW
30
Live Oak Private Wealth
North Carolina
$180K – – –
SWM
31
Spire Wealth Management
Virginia
$158K +$2.8K +159 +2%
GWSG
32
GPS Wealth Strategies Group
Colorado
$70.2K – – –
CA
33
Cornerstone Advisors
North Carolina
$61.1K – – –
WB
34
Webster Bank
Connecticut
$47.6K – – –
GJIA
35
Glass Jacobson Investment Advisors
Maryland
$31K – – –
AIM
36
Anchor Investment Management
South Carolina
$30.8K -$4.41K -250 -12%
HCM
37
Hollencrest Capital Management
California
$29.7K – – –
SWA
38
SOA Wealth Advisors
New York
$27.8K – – –
HWA
39
HHM Wealth Advisors
Tennessee
$25.4K +$564 +32 +2%
WAS
40
Winch Advisory Services
Wisconsin
$20.9K +$476 +27 +2%
LDB
41
Lee, Danner & Bass
Tennessee
$16.6K +$17.6K +1,000 New
CTA
42
Colonial Trust Advisors
South Carolina
$4.14K +$4.41K +250 New
CA
43
CoreCap Advisors
Michigan
$3.31K -$15.9K -900 -82%
SIS
44
Sound Income Strategies
Florida
$3.31K – – –
EC
45
Elequin Capital
New York
$1.18K +$1.25K +71 New
HNB
46
Huntington National Bank
Ohio
$17 – – –
MA
47
Montag & Associates
Georgia
$7 – – –
SFS
48
Sowell Financial Services
Arkansas
– -$766K -44,238 Closed
IAIM
49
International Assets Investment Management
Florida
– -$1.24K -23,271 Closed
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
– -$407K -21,835 Closed
1
2
3

HPF Hedge Fund Activity: Q4 2024 in Review

46 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q4 2024, worth a combined $1.24B — up 3,139% from $38.1M a quarter earlier.

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

The largest buyer was Cohen & Steers, opening a new position worth an estimated $612K. The largest seller was Global Retirement Partners, cutting an estimated $855K.

  • 46 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q4 2024, down from 47 in Q3 2024.
  • Funds reported $1.24B of John Hancock Preferred Income Fund II stock for Q4 2024, up 3,139% quarter-over-quarter.
  • 7 funds opened new John Hancock Preferred Income Fund II positions in Q4 2024 and 5 closed out, a net change of +2 holders.
  • The largest John Hancock Preferred Income Fund II buyer in Q4 2024 was Cohen & Steers, an estimated $612K added.
  • The largest John Hancock Preferred Income Fund II seller in Q4 2024 was Global Retirement Partners, an estimated $855K sold.

Based on aggregated 13F filings for Q4 2024.