We are live on ! Find out more
HPF

John Hancock Preferred Income Fund II

42 hedge funds and large institutions have $23.7M invested in John Hancock Preferred Income Fund II in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.04% more ownership

Funds ownership: 5.52%5.56% (+0.04%)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

5% less funds holding

Funds holding: 4442 (-2)

7% less capital invested

Capital invested by funds: $25.4M → $23.7M (-$1.75M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$3.23M -$3.54K -175 -0.1%
FFSOTS
2
Fiduciary Financial Services of The Southwest
Texas
$2.93M -$61.1K -3,016 -2%
Invesco
3
Invesco
Georgia
$2.92M -$107K -5,259 -3%
Morgan Stanley
4
Morgan Stanley
New York
$2.25M +$13.2K +650 +0.6%
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$1.6M +$150K +7,397 +10%
LPL Financial
6
LPL Financial
California
$1.43M +$845K +41,731 +142%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.22M +$12.5K +618 +1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.18M -$80.8K -3,991 -6%
WAM
9
Wolverine Asset Management
Illinois
$898K +$908K +44,812 New
GC
10
Guggenheim Capital
Illinois
$681K -$7.67K -379 -1%
Wells Fargo
11
Wells Fargo
California
$566K -$95.9K -4,737 -14%
VCWA
12
Vanguard Capital Wealth Advisors
Colorado
$556K
MML Investors Services
13
MML Investors Services
Massachusetts
$539K -$287K -14,174 -35%
BTS
14
BB&T Securities
Virginia
$395K +$5.37K +265 +1%
DA
15
Doliver Advisors
Texas
$393K +$397K +19,607 New
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$361K +$365K +18,014 New
Northern Trust
17
Northern Trust
Illinois
$351K
AG
18
Advisor Group
Arizona
$339K +$1.64K +81 +0.5%
Bank of America
19
Bank of America
North Carolina
$317K -$223K -11,031 -41%
CIA
20
Capital Investment Advisors
Georgia
$315K -$60.8K -3,002 -16%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$294K +$18.9K +932 +7%
PMG
22
ProVise Management Group
Florida
$211K
HK
23
Horizon Kinetics
New York
$207K -$5.75K -284 -3%
AIM
24
Anchor Investment Management
South Carolina
$109K +$101 +5 +0.1%
RFM
25
Royal Fund Management
Florida
$59K

HPF Hedge Fund Activity: Q1 2018 in Review

42 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q1 2018, worth a combined $23.7M — down 6.9% from $25.4M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of HPF and 4 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 10 added.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $908K. The largest seller was Laurion Capital Management, exiting entirely with an estimated $423K sold.

  • 42 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q1 2018, down from 44 in Q4 2017.
  • Funds reported $23.7M of John Hancock Preferred Income Fund II stock for Q1 2018, down 6.9% quarter-over-quarter.
  • 4 funds opened new John Hancock Preferred Income Fund II positions in Q1 2018 and 6 closed out, a net change of -2 holders.
  • The largest John Hancock Preferred Income Fund II buyer in Q1 2018 was Wolverine Asset Management, an estimated $908K added.
  • The largest John Hancock Preferred Income Fund II seller in Q1 2018 was Laurion Capital Management, an estimated $423K sold.

Based on aggregated 13F filings for Q1 2018.