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HPF

John Hancock Preferred Income Fund II

51 hedge funds and large institutions have $36M invested in John Hancock Preferred Income Fund II in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

13% more funds holding

Funds holding: 4551 (+6)

6% more capital invested

Capital invested by funds: $34.1M → $36M (+$1.88M)

0.72% more ownership

Funds ownership: 6.86%7.58% (+0.72%)

Holders
51
Holders Change
+6
Holders Change %
+13.33%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
15
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1
Cetera Advisors
Colorado
$4.99M
UBS Group
2
UBS Group
Switzerland
$4.83M -$61.1K -2,774 -1%
Invesco
3
Invesco
Georgia
$3.31M +$411K +18,651 +14%
FFSOTS
4
Fiduciary Financial Services of The Southwest
Texas
$3.26M +$61.8K +2,803 +2%
Ameriprise
5
Ameriprise
Minnesota
$3M +$143K +6,476 +5%
Morgan Stanley
6
Morgan Stanley
New York
$2.66M +$94.6K +4,292 +4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.31M +$100K +4,548 +8%
Koshinski Asset Management
8
Koshinski Asset Management
Illinois
$1.28M +$1.27M +57,660 New
LPL Financial
9
LPL Financial
California
$1.12M -$50.7K -2,302 -4%
AG
10
Advisor Group
Arizona
$1.12M +$67.3K +3,057 +6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.03M -$16.9K -767 -2%
LCM
12
Landscape Capital Management
New Jersey
$730K +$722K +32,780 New
Wells Fargo
13
Wells Fargo
California
$694K -$122K -5,551 -15%
VCWA
14
Vanguard Capital Wealth Advisors
Colorado
$668K
MAFM
15
Mid Atlantic Financial Management
Pennsylvania
$640K +$224K +10,173 +55%
PAG
16
Private Advisor Group
New Jersey
$575K
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$520K +$40.9K +1,857 +9%
CAN
18
Cetera Advisor Networks
California
$411K +$30.1K +1,365 +8%
Northern Trust
19
Northern Trust
Illinois
$390K
WAM
20
Wolverine Asset Management
Illinois
$366K +$363K +16,459 New
Millennium Management
21
Millennium Management
New York
$300K +$296K +13,453 New
WS
22
Wedbush Securities
California
$294K +$43K +1,950 +17%
Bank of America
23
Bank of America
North Carolina
$252K -$32.3K -1,464 -11%
HighTower Advisors
24
HighTower Advisors
Illinois
$251K -$7.07K -321 -3%
DTIM
25
Danda Trouve Investment Management
Kansas
$245K +$242K +10,993 New

HPF Hedge Fund Activity: Q4 2019 in Review

51 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q4 2019, worth a combined $36M — up 5.5% from $34.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HPF positions and 4 closed out — a net gain of 6 holders — while 15 added to existing stakes and 10 trimmed.

The largest buyer was Koshinski Asset Management, opening a new position worth an estimated $1.27M. The largest seller was Centaurus Financial, exiting entirely with an estimated $405K sold.

  • 51 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q4 2019, up from 45 in Q3 2019.
  • Funds reported $36M of John Hancock Preferred Income Fund II stock for Q4 2019, up 5.5% quarter-over-quarter.
  • 10 funds opened new John Hancock Preferred Income Fund II positions in Q4 2019 and 4 closed out, a net change of +6 holders.
  • The largest John Hancock Preferred Income Fund II buyer in Q4 2019 was Koshinski Asset Management, an estimated $1.27M added.
  • The largest John Hancock Preferred Income Fund II seller in Q4 2019 was Centaurus Financial, an estimated $405K sold.

Based on aggregated 13F filings for Q4 2019.