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HPF

John Hancock Preferred Income Fund II

44 hedge funds and large institutions have $25.4M invested in John Hancock Preferred Income Fund II in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

7% more funds holding

Funds holding: 4144 (+3)

0.28% less ownership

Funds ownership: 5.8%5.52% (-0.28%)

6% less capital invested

Capital invested by funds: $27.2M → $25.4M (-$1.76M)

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$3.46M -$124K -5,788 -3%
Invesco
2
Invesco
Georgia
$3.24M +$123K +5,710 +4%
FFSOTS
3
Fiduciary Financial Services of The Southwest
Texas
$3.21M -$25.1K -1,165 -0.8%
Morgan Stanley
4
Morgan Stanley
New York
$2.4M +$219K +10,166 +10%
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$1.56M -$200K -9,288 -11%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.35M +$102K +4,746 +8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.29M -$69.7K -3,243 -5%
MML Investors Services
8
MML Investors Services
Massachusetts
$882K +$38.3K +1,779 +5%
IH
9
IFC Holdings
Florida
$812K -$24.8K -1,151 -3%
GC
10
Guggenheim Capital
Illinois
$738K -$367K -17,071 -33%
Wells Fargo
11
Wells Fargo
California
$709K -$1.43M -66,580 -67%
LPL Financial
12
LPL Financial
California
$634K +$295K +13,739 +87%
VCWA
13
Vanguard Capital Wealth Advisors
Colorado
$602K +$602K +28,000 New
Bank of America
14
Bank of America
North Carolina
$577K +$52.9K +2,461 +10%
LCM
15
Laurion Capital Management
New York
$423K +$152K +7,067 +56%
BTS
16
BB&T Securities
Virginia
$417K +$95.8K +4,453 +30%
CIA
17
Capital Investment Advisors
Georgia
$402K +$1.64K +76 +0.4%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$383K +$7.66K +356 +2%
Northern Trust
19
Northern Trust
Illinois
$376K
AG
20
Advisor Group
Arizona
$362K +$26.9K +1,249 +8%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$294K +$1.14K +53 +0.4%
HK
22
Horizon Kinetics
New York
$228K -$72.9K -3,389 -24%
PMG
23
ProVise Management Group
Florida
$226K -$21.5K -1,000 -9%
PCM
24
Parsons Capital Management
Rhode Island
$207K
AIM
25
Anchor Investment Management
South Carolina
$117K +$108 +5 +0.1%

HPF Hedge Fund Activity: Q4 2017 in Review

44 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q4 2017, worth a combined $25.4M — down 6.5% from $27.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HPF positions and 4 closed out — a net gain of 3 holders — while 14 added to existing stakes and 12 trimmed.

The largest buyer was LPL Financial, adding an estimated $295K. The largest seller was Wells Fargo, cutting an estimated $1.43M.

  • 44 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q4 2017, up from 41 in Q3 2017.
  • Funds reported $25.4M of John Hancock Preferred Income Fund II stock for Q4 2017, down 6.5% quarter-over-quarter.
  • 7 funds opened new John Hancock Preferred Income Fund II positions in Q4 2017 and 4 closed out, a net change of +3 holders.
  • The largest John Hancock Preferred Income Fund II buyer in Q4 2017 was LPL Financial, an estimated $295K added.
  • The largest John Hancock Preferred Income Fund II seller in Q4 2017 was Wells Fargo, an estimated $1.43M sold.

Based on aggregated 13F filings for Q4 2017.