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HPF

John Hancock Preferred Income Fund II
HPF

54 hedge funds and large institutions have $40.4M invested in John Hancock Preferred Income Fund II in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $38M → $40.4M (+$2.4M)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

0.25% less ownership

Funds ownership: 9.37% → 9.12% (-0.25%)

5% less funds holding

Funds holding: 57 → 54 (-3)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
54
Holders Change
-3
Holders Change %
-5.26%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
15
Reduced
15
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$2.29M
2
IAIM
International Assets Investment Management
Florida
+$1.09M
3
Invesco
Invesco
Georgia
+$849K
4
GC
Guggenheim Capital
Illinois
+$678K
5
UBS Group
UBS Group
Switzerland
+$550K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$1.76M
2
MIG
Mariner Investment Group
New York
-$1.23M
3
LCM
Landscape Capital Management
New Jersey
-$844K
4
Millennium Management
Millennium Management
New York
-$688K
5
Citigroup
Citigroup
New York
-$653K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
51
Sound Income Strategies
Florida
$4.16K – – –
AWA
52
Arkadios Wealth Advisors
Georgia
$3K -$1.18K -62 -29%
SFS
53
Shaker Financial Services
Virginia
– -$1.76M -92,451 Closed
MIG
54
Mariner Investment Group
New York
– -$1.23M -64,511 Closed
Millennium Management
55
Millennium Management
New York
– -$688K -36,200 Closed
WAM
56
Wolverine Asset Management
Illinois
– -$385K -20,290 Closed
CAN
57
Cetera Advisor Networks
California
– -$254K -13,352 Closed
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
– -$208K -10,923 Closed
AIC
59
Ameritas Investment Company
Nebraska
– -$191K -10,027 Closed
IA
60
Inspire Advisors
Idaho
– -$133K -7,000 Closed
ASN
61
Advisory Services Network
Georgia
– -$64K -3,379 Closed
FIA
62
FNY Investment Advisers
New York
– -$39K -2,078 Closed
PWPS
63
Pinnacle Wealth Planning Services
Ohio
– -$11K -560 Closed
FCH
64
Freestone Capital Holdings
Washington
– -$1.18K -62 Closed
EVM
65
Eaton Vance Management
Massachusetts
– +$360 +19 New
1 2
3

HPF Hedge Fund Activity: Q1 2021 in Review

54 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q1 2021, worth a combined $40.4M — up 6.3% from $38M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of HPF and 9 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 15 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $2.29M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $1.76M sold.

  • 54 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q1 2021, down from 57 in Q4 2020.
  • Funds reported $40.4M of John Hancock Preferred Income Fund II stock for Q1 2021, up 6.3% quarter-over-quarter.
  • 9 funds opened new John Hancock Preferred Income Fund II positions in Q1 2021 and 12 closed out, a net change of -3 holders.
  • The largest John Hancock Preferred Income Fund II buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $2.29M added.
  • The largest John Hancock Preferred Income Fund II seller in Q1 2021 was Shaker Financial Services, an estimated $1.76M sold.

Based on aggregated 13F filings for Q1 2021.