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HPF

John Hancock Preferred Income Fund II

41 hedge funds and large institutions have $30.4M invested in John Hancock Preferred Income Fund II in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

23% more capital invested

Capital invested by funds: $24.8M → $30.4M (+$5.61M)

0.36% more ownership

Funds ownership: 7.55%7.9% (+0.36%)

15% less funds holding

Funds holding: 4841 (-7)

70% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 10

Holders
41
Holders Change
-7
Holders Change %
-14.58%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
13
Reduced
10
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1
Cetera Advisors
Colorado
$4.61M +$176K +10,340 +4%
Ameriprise
2
Ameriprise
Minnesota
$3.7M +$681K +39,946 +24%
UBS Group
3
UBS Group
Switzerland
$3.42M -$117K -6,875 -3%
BRWM
4
B. Riley Wealth Management
Tennessee
$2.75M +$278K +16,304 +12%
Invesco
5
Invesco
Georgia
$2.69M +$132K +7,752 +5%
Morgan Stanley
6
Morgan Stanley
New York
$2.1M +$25.4K +1,489 +1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.44M +$62.2K +3,648 +5%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.33M -$34 -2 -0%
Koshinski Asset Management
9
Koshinski Asset Management
Illinois
$1.17M +$33.3K +1,953 +3%
IAIM
10
International Assets Investment Management
Florida
$1.04M +$546 +32 +0.1%
LPL Financial
11
LPL Financial
California
$601K -$117K -6,838 -17%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$585K -$118K -6,916 -18%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$550K +$521K +30,520 New
VCWA
14
Vanguard Capital Wealth Advisors
Colorado
$540K +$512K +30,000 New
MAFM
15
Mid Atlantic Financial Management
Pennsylvania
$522K -$86.5K -5,069 -15%
PAG
16
Private Advisor Group
New Jersey
$433K
Wells Fargo
17
Wells Fargo
California
$418K -$105K -6,127 -21%
Northern Trust
18
Northern Trust
Illinois
$316K
WS
19
Wedbush Securities
California
$299K +$4.42K +259 +2%
CAN
20
Cetera Advisor Networks
California
$280K +$2.81K +165 +1%
LOPW
21
Live Oak Private Wealth
North Carolina
$196K +$186K +10,891 New
DTIM
22
Danda Trouve Investment Management
Kansas
$190K -$9.82K -576 -5%
PMG
23
ProVise Management Group
Florida
$189K
Bank of America
24
Bank of America
North Carolina
$187K -$46.6K -2,730 -21%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$185K

HPF Hedge Fund Activity: Q2 2020 in Review

41 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q2 2020, worth a combined $30.4M — up 23% from $24.8M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of HPF and 3 opened new positions — a net loss of 7 holders — while 10 trimmed existing stakes and 13 added.

The largest buyer was Ameriprise, adding an estimated $681K. The largest seller was Truist Financial, exiting entirely with an estimated $160K sold.

  • 41 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q2 2020, down from 48 in Q1 2020.
  • Funds reported $30.4M of John Hancock Preferred Income Fund II stock for Q2 2020, up 23% quarter-over-quarter.
  • 3 funds opened new John Hancock Preferred Income Fund II positions in Q2 2020 and 10 closed out, a net change of -7 holders.
  • The largest John Hancock Preferred Income Fund II buyer in Q2 2020 was Ameriprise, an estimated $681K added.
  • The largest John Hancock Preferred Income Fund II seller in Q2 2020 was Truist Financial, an estimated $160K sold.

Based on aggregated 13F filings for Q2 2020.