John Hancock Preferred Income Fund II
HPF
57 hedge funds and large institutions have $38M invested in John Hancock Preferred Income Fund II in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 4 closing their positions.
400% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 4
78% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 9
39% more funds holding
Funds holding: 41 → 57 (+16)
27% more capital invested
Capital invested by funds: $30M → $38M (+$7.99M)
1.12% more ownership
Funds ownership: 8.24% → 9.37% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$1.67M |
| 2 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$1.18M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.01M |
| 4 |
Millennium Management
New York
|
+$660K |
| 5 |
Citigroup
New York
|
+$646K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.84M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$544K |
| 3 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$440K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$248K |
| 5 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
-$225K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SA
51
SRH Advisors
Salina,
Kansas
| $13K | – | – | – |
|
|
PWPS
52
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $11K | +$10.2K | +560 | New |
|
|
PFGIA
53
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $8K | – | – | – |
|
|
SIS
54
Sound Income Strategies
Ft Lauderdale,
Florida
| $4K | – | – | – |
|
|
AWA
55
Arkadios Wealth Advisors
Atlanta,
Georgia
| $4K | +$3.92K | +215 | New |
|
|
FCH
56
Freestone Capital Holdings
Seattle,
Washington
| $1.18K | – | – | – |
|
|
57
Ameriprise
Minneapolis,
Minnesota
| – | -$3.84M | -215,674 | Closed |
|
|
58
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$544K | -30,520 | Closed |
|
|
JWCA
59
J.W. Cole Advisors
Tampa,
Florida
| – | -$440K | -24,682 | Closed |
|
60
Barclays
London,
United Kingdom
| – | -$1K | -48 | Closed |
|
61
Fidelity Investments
Boston,
Massachusetts
| – | +$18 | +1 | New |
|
HPF Hedge Fund Activity: Q4 2020 in Review
57 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q4 2020, worth a combined $38M — up 27% from $30M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new HPF positions and 4 closed out — a net gain of 16 holders — while 16 added to existing stakes and 9 trimmed.
The largest buyer was Landscape Capital Management, opening a new position worth an estimated $1.67M. The largest seller was Ameriprise, exiting entirely with an estimated $3.84M sold.
- 57 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q4 2020, up from 41 in Q3 2020.
- Funds reported $38M of John Hancock Preferred Income Fund II stock for Q4 2020, up 27% quarter-over-quarter.
- 20 funds opened new John Hancock Preferred Income Fund II positions in Q4 2020 and 4 closed out, a net change of +16 holders.
- The largest John Hancock Preferred Income Fund II buyer in Q4 2020 was Landscape Capital Management, an estimated $1.67M added.
- The largest John Hancock Preferred Income Fund II seller in Q4 2020 was Ameriprise, an estimated $3.84M sold.
Based on aggregated 13F filings for Q4 2020.