We are live on ! Find out more
HPF

John Hancock Preferred Income Fund II

44 hedge funds and large institutions have $26.7M invested in John Hancock Preferred Income Fund II in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $23.1M → $26.7M (+$3.66M)

0.18% more ownership

Funds ownership: 5.78%5.96% (+0.18%)

10% less funds holding

Funds holding: 4944 (-5)

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
44
Holders Change
-5
Holders Change %
-10.2%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$4.02M +$308K +14,645 +9%
FFSOTS
2
Fiduciary Financial Services of The Southwest
Texas
$3.1M -$59.9K -2,850 -2%
Ameriprise
3
Ameriprise
Minnesota
$2.81M +$751K +35,728 +37%
Invesco
4
Invesco
Georgia
$2.81M +$44.9K +2,138 +2%
Morgan Stanley
5
Morgan Stanley
New York
$2.56M -$238K -11,329 -9%
LPL Financial
6
LPL Financial
California
$1.22M +$10.9K +517 +0.9%
PSG
7
Planning Solutions Group
Maryland
$1.18M +$29.2K +1,387 +3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.12M -$85.4K -4,063 -7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.03M -$177K -8,409 -15%
AG
10
Advisor Group
Arizona
$964K +$10.8K +513 +1%
MAFM
11
Mid Atlantic Financial Management
Pennsylvania
$765K -$87.6K -4,169 -11%
VCWA
12
Vanguard Capital Wealth Advisors
Colorado
$656K +$631K +30,000 New
Wells Fargo
13
Wells Fargo
California
$649K -$87.1K -4,145 -12%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$476K +$86.3K +4,103 +23%
Fisher Asset Management
15
Fisher Asset Management
Washington
$438K +$421K +20,024 New
BTS
16
BB&T Securities
Virginia
$436K -$2.77K -132 -0.7%
Northern Trust
17
Northern Trust
Illinois
$383K
CAN
18
Cetera Advisor Networks
California
$367K -$1.09K -52 -0.3%
PAG
19
Private Advisor Group
New Jersey
$345K -$25.8K -1,226 -7%
Bank of America
20
Bank of America
North Carolina
$301K -$4.31K -205 -1%
PMG
21
ProVise Management Group
Florida
$230K
PCM
22
Parsons Capital Management
Rhode Island
$211K
TA
23
TCG Advisors
Texas
$133K +$127K +6,032 New
AIM
24
Anchor Investment Management
South Carolina
$120K +$126 +6 +0.1%
RFM
25
Royal Fund Management
Florida
$65K -$21 -1 -0%

HPF Hedge Fund Activity: Q1 2019 in Review

44 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q1 2019, worth a combined $26.7M — up 16% from $23.1M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of HPF and 5 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 10 added.

The largest buyer was Ameriprise, adding an estimated $751K. The largest seller was Capital Investment Advisors, exiting entirely with an estimated $279K sold.

  • 44 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q1 2019, down from 49 in Q4 2018.
  • Funds reported $26.7M of John Hancock Preferred Income Fund II stock for Q1 2019, up 16% quarter-over-quarter.
  • 5 funds opened new John Hancock Preferred Income Fund II positions in Q1 2019 and 9 closed out, a net change of -4 holders.
  • The largest John Hancock Preferred Income Fund II buyer in Q1 2019 was Ameriprise, an estimated $751K added.
  • The largest John Hancock Preferred Income Fund II seller in Q1 2019 was Capital Investment Advisors, an estimated $279K sold.

Based on aggregated 13F filings for Q1 2019.