John Hancock Preferred Income Fund II
HPF
56 hedge funds and large institutions have $35M invested in John Hancock Preferred Income Fund II in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
4% more funds holding
Funds holding: 54 → 56 (+2)
7% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 14
1.51% less ownership
Funds ownership: 9.12% → 7.6% (-1.5%)
13% less capital invested
Capital invested by funds: $40.4M → $35M (-$5.33M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$638K |
| 2 |
Cohen & Steers
New York
|
+$385K |
| 3 |
WS
Wedbush Securities
Los Angeles,
California
|
+$219K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$205K |
| 5 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$138K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
-$2.42M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$1.26M |
| 3 |
Morgan Stanley
New York
|
-$1.11M |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$981K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$965K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
51
Arkadios Wealth Advisors
Atlanta,
Georgia
| $16K | +$13.4K | +631 | +412% |
|
|
CWC
52
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $10K | +$10K | +474 | New |
|
|
PFGIA
53
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $9K | – | – | – |
|
|
SA
54
SRH Advisors
Salina,
Kansas
| $7K | -$7.05K | -333 | -50% |
|
|
SIS
55
Sound Income Strategies
Ft Lauderdale,
Florida
| $4K | – | – | – |
|
|
LCM
56
Landscape Capital Management
Englewood,
New Jersey
| – | -$981K | -47,142 | Closed |
|
|
GG
57
Golden Green
Seneca,
South Carolina
| – | -$855K | -41,094 | Closed |
|
|
SFS
58
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$134K | -6,325 | Closed |
|
|
WAP
59
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$58K | -2,790 | Closed |
|
|
EP
60
Eudaimonia Partners
Winchester,
Tennessee
| – | -$49K | -2,348 | Closed |
|
|
SPIA
61
Steward Partners Investment Advisory
New York
| – | -$16.6K | -800 | Closed |
|
62
Fidelity Investments
Boston,
Massachusetts
| – | +$42 | +2 | +200% |
|
HPF Hedge Fund Activity: Q2 2021 in Review
56 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q2 2021, worth a combined $35M — down 13% from $40.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new HPF positions and 7 closed out — a net gain of 2 holders — while 15 added to existing stakes and 14 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $638K. The largest seller was Cetera Advisors, cutting an estimated $2.42M.
- 56 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q2 2021, up from 54 in Q1 2021.
- Funds reported $35M of John Hancock Preferred Income Fund II stock for Q2 2021, down 13% quarter-over-quarter.
- 9 funds opened new John Hancock Preferred Income Fund II positions in Q2 2021 and 7 closed out, a net change of +2 holders.
- The largest John Hancock Preferred Income Fund II buyer in Q2 2021 was Guggenheim Capital, an estimated $638K added.
- The largest John Hancock Preferred Income Fund II seller in Q2 2021 was Cetera Advisors, an estimated $2.42M sold.
Based on aggregated 13F filings for Q2 2021.