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HPF

John Hancock Preferred Income Fund II

52 hedge funds and large institutions have $23.7M invested in John Hancock Preferred Income Fund II in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

16% more funds holding

Funds holding: 4552 (+7)

0.63% more ownership

Funds ownership: 6.24%6.87% (+0.63%)

7% less capital invested

Capital invested by funds: $25.4M → $23.7M (-$1.71M)

Holders
52
Holders Change
+7
Holders Change %
+15.56%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
14
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$6.57M +$2.72M +150,601 +70%
Invesco
2
Invesco
Georgia
$3.01M -$356K -19,684 -11%
Morgan Stanley
3
Morgan Stanley
New York
$2.23M +$13.7K +760 +0.6%
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$1.4M +$80.7K +4,460 +6%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.21M -$46.6K -2,576 -4%
Osaic Holdings
6
Osaic Holdings
Arizona
$949K +$32K +1,769 +3%
SFS
7
Sowell Financial Services
Arkansas
$877K +$986K +54,509 New
GC
8
Guggenheim Capital
Illinois
$822K -$135K -7,468 -14%
LPL Financial
9
LPL Financial
California
$796K +$155K +8,575 +24%
KAS
10
Kestra Advisory Services
Texas
$689K +$8.16K +451 +1%
PAG
11
Private Advisor Group
New Jersey
$497K +$99.5K +5,501 +25%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$470K -$8.01K -443 -2%
NA
13
NewEdge Advisors
Louisiana
$439K +$21.2K +1,175 +5%
Wells Fargo
14
Wells Fargo
California
$328K -$6.33K -350 -2%
Northern Trust
15
Northern Trust
Illinois
$315K
APA
16
American Portfolios Advisors
New York
$269K -$1.77K -98 -0.7%
WS
17
Wedbush Securities
California
$259K +$47.9K +2,650 +23%
MCA
18
MSH Capital Advisors
Arizona
$247K
AWS
19
Atria Wealth Solutions
New York
$208K +$209K +11,542 New
Bank of America
20
Bank of America
North Carolina
$200K -$37.8K -2,090 -16%
LOPW
21
Live Oak Private Wealth
North Carolina
$196K
CF
22
Centaurus Financial
California
$193K
Stifel Financial
23
Stifel Financial
Missouri
$185K -$217 -12 -0.1%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$185K +$186K +10,266 New
DTIM
25
Danda Trouve Investment Management
Kansas
$183K +$1.16K +64 +0.6%

HPF Hedge Fund Activity: Q2 2022 in Review

52 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q2 2022, worth a combined $23.7M — down 6.7% from $25.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HPF positions and 3 closed out — a net gain of 8 holders — while 14 added to existing stakes and 9 trimmed.

The largest buyer was UBS Group, adding an estimated $2.72M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $726K sold.

  • 52 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q2 2022, up from 45 in Q1 2022.
  • Funds reported $23.7M of John Hancock Preferred Income Fund II stock for Q2 2022, down 6.7% quarter-over-quarter.
  • 11 funds opened new John Hancock Preferred Income Fund II positions in Q2 2022 and 3 closed out, a net change of +8 holders.
  • The largest John Hancock Preferred Income Fund II buyer in Q2 2022 was UBS Group, an estimated $2.72M added.
  • The largest John Hancock Preferred Income Fund II seller in Q2 2022 was Wolverine Asset Management, an estimated $726K sold.

Based on aggregated 13F filings for Q2 2022.