We are live on ! Find out more
HPF

John Hancock Preferred Income Fund II

45 hedge funds and large institutions have $29.8M invested in John Hancock Preferred Income Fund II in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 6

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

18% more capital invested

Capital invested by funds: $25.2M → $29.8M (+$4.57M)

13% more funds holding

Funds holding: 4045 (+5)

0.76% more ownership

Funds ownership: 5.39%6.15% (+0.76%)

Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$3.77M +$367K +17,139 +11%
Invesco
2
Invesco
Georgia
$3.61M +$511K +23,864 +16%
CWM
3
Cornerstone Wealth Management
Missouri
$3.5M +$944K +44,105 +137%
FFSOTS
4
Fiduciary Financial Services of The Southwest
Texas
$3.07M -$91.6K -4,280 -3%
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$2.83M +$1.02M +47,689 +56%
Morgan Stanley
6
Morgan Stanley
New York
$2.62M +$261K +12,172 +11%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.29M +$45.1K +2,108 +4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.21M +$4.73K +221 +0.4%
LPL Financial
9
LPL Financial
California
$1.2M -$30.7K -1,435 -2%
AG
10
Advisor Group
Arizona
$1.01M +$571K +26,646 +127%
Ameriprise
11
Ameriprise
Minnesota
$657K +$665K +31,039 New
VCWA
12
Vanguard Capital Wealth Advisors
Colorado
$635K +$42.8K +2,000 +7%
Wells Fargo
13
Wells Fargo
California
$631K +$55.9K +2,610 +10%
BTS
14
BB&T Securities
Virginia
$417K +$25.4K +1,188 +6%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$372K +$63.1K +2,947 +20%
Northern Trust
16
Northern Trust
Illinois
$370K
PAG
17
Private Advisor Group
New Jersey
$357K +$362K +16,886 New
CAN
18
Cetera Advisor Networks
California
$355K +$358K +16,737 New
Bank of America
19
Bank of America
North Carolina
$351K +$27.7K +1,294 +8%
CIA
20
Capital Investment Advisors
Georgia
$315K -$19.2K -899 -6%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$227K -$1.14K -53 -0.5%
PMG
22
ProVise Management Group
Florida
$222K
PCM
23
Parsons Capital Management
Rhode Island
$204K
AIM
24
Anchor Investment Management
South Carolina
$116K +$128 +6 +0.1%
RFM
25
Royal Fund Management
Florida
$63K

HPF Hedge Fund Activity: Q3 2018 in Review

45 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q3 2018, worth a combined $29.8M — up 18% from $25.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HPF positions and 4 closed out — a net gain of 5 holders — while 15 added to existing stakes and 6 trimmed.

The largest buyer was Koshinski Asset Management, adding an estimated $1.02M. The largest seller was Guggenheim Capital, exiting entirely with an estimated $689K sold.

  • 45 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q3 2018, up from 40 in Q2 2018.
  • Funds reported $29.8M of John Hancock Preferred Income Fund II stock for Q3 2018, up 18% quarter-over-quarter.
  • 9 funds opened new John Hancock Preferred Income Fund II positions in Q3 2018 and 4 closed out, a net change of +5 holders.
  • The largest John Hancock Preferred Income Fund II buyer in Q3 2018 was Koshinski Asset Management, an estimated $1.02M added.
  • The largest John Hancock Preferred Income Fund II seller in Q3 2018 was Guggenheim Capital, an estimated $689K sold.

Based on aggregated 13F filings for Q3 2018.