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HPF

John Hancock Preferred Income Fund II

45 hedge funds and large institutions have $23.5M invested in John Hancock Preferred Income Fund II in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

0.21% less ownership

Funds ownership: 6.87%6.66% (-0.21%)

1% less capital invested

Capital invested by funds: $23.7M → $23.5M (-$243K)

13% less funds holding

Funds holding: 5245 (-7)

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
45
Holders Change
-7
Holders Change %
-13.46%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
17
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$6.07M +$72.9K +4,054 +1%
Invesco
2
Invesco
Georgia
$2.85M +$110K +6,136 +4%
Morgan Stanley
3
Morgan Stanley
New York
$2.38M +$371K +20,631 +17%
BRWA
4
B. Riley Wealth Advisors
Florida
$1.4M +$1.53M +85,203 New
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$1.31M +$41.1K +2,284 +3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.02M -$99.5K -5,536 -8%
IAIM
7
International Assets Investment Management
Florida
$936K
Osaic Holdings
8
Osaic Holdings
Arizona
$930K +$67.1K +3,731 +7%
GC
9
Guggenheim Capital
Illinois
$850K +$107K +5,963 +13%
KAS
10
Kestra Advisory Services
Texas
$836K +$225K +12,493 +33%
PAG
11
Private Advisor Group
New Jersey
$437K -$20.1K -1,119 -4%
LPL Financial
12
LPL Financial
California
$410K -$348K -19,336 -44%
NA
13
NewEdge Advisors
Louisiana
$410K +$8.99K +500 +2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$363K -$73.5K -4,090 -16%
Wells Fargo
15
Wells Fargo
California
$330K +$32.8K +1,822 +10%
Northern Trust
16
Northern Trust
Illinois
$288K
WS
17
Wedbush Securities
California
$258K +$23.4K +1,300 +9%
APA
18
American Portfolios Advisors
New York
$245K -$1.17K -65 -0.4%
AWS
19
Atria Wealth Solutions
New York
$212K +$24.6K +1,371 +12%
MCA
20
MSH Capital Advisors
Arizona
$212K -$15.3K -850 -6%
Stifel Financial
21
Stifel Financial
Missouri
$185K +$18K +1,000 +10%
LOPW
22
Live Oak Private Wealth
North Carolina
$179K
DTIM
23
Danda Trouve Investment Management
Kansas
$169K +$1.19K +66 +0.6%
VCWA
24
Vanguard Capital Wealth Advisors
Colorado
$165K
Bank of America
25
Bank of America
North Carolina
$157K -$28K -1,555 -14%

HPF Hedge Fund Activity: Q3 2022 in Review

45 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q3 2022, worth a combined $23.5M — down 1% from $23.7M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of HPF and 2 opened new positions — a net loss of 6 holders — while 8 trimmed existing stakes and 17 added.

The largest buyer was B. Riley Wealth Advisors, opening a new position worth an estimated $1.53M. The largest seller was Sowell Financial Services, exiting entirely with an estimated $877K sold.

  • 45 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q3 2022, down from 52 in Q2 2022.
  • Funds reported $23.5M of John Hancock Preferred Income Fund II stock for Q3 2022, down 1% quarter-over-quarter.
  • 2 funds opened new John Hancock Preferred Income Fund II positions in Q3 2022 and 8 closed out, a net change of -6 holders.
  • The largest John Hancock Preferred Income Fund II buyer in Q3 2022 was B. Riley Wealth Advisors, an estimated $1.53M added.
  • The largest John Hancock Preferred Income Fund II seller in Q3 2022 was Sowell Financial Services, an estimated $877K sold.

Based on aggregated 13F filings for Q3 2022.