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HPF

John Hancock Preferred Income Fund II

44 hedge funds and large institutions have $35.8M invested in John Hancock Preferred Income Fund II in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

34% more capital invested

Capital invested by funds: $26.7M → $35.8M (+$9.07M)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

1.3% more ownership

Funds ownership: 5.96%7.26% (+1.3%)

0% more funds holding

Funds holding: 4444 (0)

Holders
44
Holders Change
Holders Change %
0%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$4.84M +$592K +26,552 +14%
CA
2
Cetera Advisors
Colorado
$4.57M +$4.42M +198,326 New
Ameriprise
3
Ameriprise
Minnesota
$3.79M +$723K +32,460 +25%
FFSOTS
4
Fiduciary Financial Services of The Southwest
Texas
$3.27M +$9.47K +425 +0.3%
Invesco
5
Invesco
Georgia
$3.07M +$110K +4,946 +4%
Morgan Stanley
6
Morgan Stanley
New York
$2.61M -$84.2K -3,781 -3%
Koshinski Asset Management
7
Koshinski Asset Management
Illinois
$1.28M +$64.1K +2,878 +5%
LPL Financial
8
LPL Financial
California
$1.23M -$44K -1,973 -4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.22M +$37K +1,660 +3%
PSG
10
Planning Solutions Group
Maryland
$1.21M -$34.3K -1,540 -3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.08M -$5.37K -241 -0.5%
AG
12
Advisor Group
Arizona
$1.01M -$6.44K -289 -0.7%
Wells Fargo
13
Wells Fargo
California
$703K +$20K +898 +3%
VCWA
14
Vanguard Capital Wealth Advisors
Colorado
$690K
PAG
15
Private Advisor Group
New Jersey
$595K +$224K +10,070 +64%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$513K +$10.5K +473 +2%
BTS
17
BB&T Securities
Virginia
$476K +$16.3K +732 +4%
MAFM
18
Mid Atlantic Financial Management
Pennsylvania
$405K -$387K -17,365 -50%
Northern Trust
19
Northern Trust
Illinois
$403K
CAN
20
Cetera Advisor Networks
California
$392K +$4.79K +215 +1%
CF
21
Centaurus Financial
California
$385K +$368K +16,495 +6,651%
Bank of America
22
Bank of America
North Carolina
$304K -$12K -540 -4%
HighTower Advisors
23
HighTower Advisors
Illinois
$281K +$269K +12,085 New
PMG
24
ProVise Management Group
Florida
$242K
PCM
25
Parsons Capital Management
Rhode Island
$222K

HPF Hedge Fund Activity: Q2 2019 in Review

44 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q2 2019, worth a combined $35.8M — up 34% from $26.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HPF positions and 6 closed out — a net gain of 1 holder — while 14 added to existing stakes and 8 trimmed.

The largest buyer was Cetera Advisors, opening a new position worth an estimated $4.42M. The largest seller was Fisher Asset Management, exiting entirely with an estimated $438K sold.

  • 44 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $35.8M of John Hancock Preferred Income Fund II stock for Q2 2019, up 34% quarter-over-quarter.
  • 7 funds opened new John Hancock Preferred Income Fund II positions in Q2 2019 and 6 closed out, a net change of +1 holder.
  • The largest John Hancock Preferred Income Fund II buyer in Q2 2019 was Cetera Advisors, an estimated $4.42M added.
  • The largest John Hancock Preferred Income Fund II seller in Q2 2019 was Fisher Asset Management, an estimated $438K sold.

Based on aggregated 13F filings for Q2 2019.