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HPF

John Hancock Preferred Income Fund II

49 hedge funds and large institutions have $30.8M invested in John Hancock Preferred Income Fund II in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

4% more funds holding

Funds holding: 4749 (+2)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

0.09% less ownership

Funds ownership: 6.98%6.89% (-0.09%)

4% less capital invested

Capital invested by funds: $32.1M → $30.8M (-$1.32M)

Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
12
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$4.82M +$200K +9,318 +4%
Invesco
2
Invesco
Georgia
$3.39M +$174K +8,112 +5%
Morgan Stanley
3
Morgan Stanley
New York
$2.74M +$280K +13,050 +11%
BRWM
4
B. Riley Wealth Management
Tennessee
$2.22M -$28.4K -1,325 -1%
GC
5
Guggenheim Capital
Illinois
$1.9M -$512K -23,871 -21%
PPA
6
Parametric Portfolio Associates
Washington
$1.67M -$267K -12,471 -13%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.53M +$51.1K +2,385 +3%
Koshinski Asset Management
8
Koshinski Asset Management
Illinois
$1.49M +$43K +2,006 +3%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.39M -$14K -652 -1%
CA
10
Cetera Advisors
Colorado
$1.28M -$295K -13,773 -18%
IAIM
11
International Assets Investment Management
Florida
$1.19M -$15.2K -711 -1%
KAS
12
Kestra Advisory Services
Texas
$1.1M -$223K -10,417 -17%
LPL Financial
13
LPL Financial
California
$739K -$106K -4,937 -12%
PAG
14
Private Advisor Group
New Jersey
$519K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$493K +$13.9K +648 +3%
NA
16
NewEdge Advisors
Louisiana
$425K +$436K +20,333 New
Wells Fargo
17
Wells Fargo
California
$391K -$36.4K -1,700 -8%
Northern Trust
18
Northern Trust
Illinois
$365K
APA
19
American Portfolios Advisors
New York
$329K
MCA
20
MSH Capital Advisors
Arizona
$308K +$316K +14,739 New
Bank of America
21
Bank of America
North Carolina
$275K +$75K +3,500 +36%
LOPW
22
Live Oak Private Wealth
North Carolina
$227K
PMG
23
ProVise Management Group
Florida
$219K
Stifel Financial
24
Stifel Financial
Missouri
$213K +$219K +10,220 New
VCWA
25
Vanguard Capital Wealth Advisors
Colorado
$208K

HPF Hedge Fund Activity: Q4 2021 in Review

49 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q4 2021, worth a combined $30.8M — down 4.1% from $32.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HPF positions and 5 closed out — a net gain of 4 holders — while 12 added to existing stakes and 11 trimmed.

The largest buyer was NewEdge Advisors, opening a new position worth an estimated $436K. The largest seller was Guggenheim Capital, cutting an estimated $512K.

  • 49 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q4 2021, up from 47 in Q3 2021.
  • Funds reported $30.8M of John Hancock Preferred Income Fund II stock for Q4 2021, down 4.1% quarter-over-quarter.
  • 9 funds opened new John Hancock Preferred Income Fund II positions in Q4 2021 and 5 closed out, a net change of +4 holders.
  • The largest John Hancock Preferred Income Fund II buyer in Q4 2021 was NewEdge Advisors, an estimated $436K added.
  • The largest John Hancock Preferred Income Fund II seller in Q4 2021 was Guggenheim Capital, an estimated $512K sold.

Based on aggregated 13F filings for Q4 2021.