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HPF

John Hancock Preferred Income Fund II

51 hedge funds and large institutions have $20.4M invested in John Hancock Preferred Income Fund II in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

13% more funds holding

Funds holding: 4551 (+6)

0.46% less ownership

Funds ownership: 6.66%6.2% (-0.46%)

13% less capital invested

Capital invested by funds: $23.5M → $20.4M (-$3.06M)

Holders
51
Holders Change
+6
Holders Change %
+13.33%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
14
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$4.98M -$821K -51,723 -14%
Invesco
2
Invesco
Georgia
$2.76M +$37.5K +2,361 +1%
Morgan Stanley
3
Morgan Stanley
New York
$2.35M +$80.9K +5,092 +4%
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$1.3M +$53.2K +3,348 +4%
BRWA
5
B. Riley Wealth Advisors
Florida
$1.22M -$114K -7,164 -8%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$963K -$8.81K -555 -0.9%
Osaic Holdings
7
Osaic Holdings
Arizona
$962K +$76.3K +4,806 +9%
GC
8
Guggenheim Capital
Illinois
$930K +$122K +7,663 +15%
KAS
9
Kestra Advisory Services
Texas
$572K -$228K -14,340 -28%
NA
10
NewEdge Advisors
Louisiana
$386K +$6.35K +400 +2%
LPL Financial
11
LPL Financial
California
$353K -$38.4K -2,417 -10%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$334K -$11.9K -751 -3%
Wells Fargo
13
Wells Fargo
California
$295K -$20.1K -1,264 -6%
WS
14
Wedbush Securities
California
$253K +$7.15K +450 +3%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$241K +$244K +15,386 New
SFS
16
Shaker Financial Services
Virginia
$232K +$235K +14,787 New
AWS
17
Atria Wealth Solutions
New York
$221K +$19.2K +1,211 +9%
Bank of America
18
Bank of America
North Carolina
$207K +$57.9K +3,647 +38%
MCA
19
MSH Capital Advisors
Arizona
$202K
Stifel Financial
20
Stifel Financial
Missouri
$177K
LOPW
21
Live Oak Private Wealth
North Carolina
$171K
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$168K +$170K +10,683 New
VCWA
23
Vanguard Capital Wealth Advisors
Colorado
$157K
HI
24
Harbour Investments
Wisconsin
$132K +$397 +25 +0.3%
SWM
25
Spire Wealth Management
Virginia
$129K +$2.25K +142 +2%

HPF Hedge Fund Activity: Q4 2022 in Review

51 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q4 2022, worth a combined $20.4M — down 13% from $23.5M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new HPF positions and 6 closed out — a net gain of 8 holders — while 14 added to existing stakes and 9 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $244K. The largest seller was International Assets Investment Management, exiting entirely with an estimated $936K sold.

  • 51 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q4 2022, up from 45 in Q3 2022.
  • Funds reported $20.4M of John Hancock Preferred Income Fund II stock for Q4 2022, down 13% quarter-over-quarter.
  • 14 funds opened new John Hancock Preferred Income Fund II positions in Q4 2022 and 6 closed out, a net change of +8 holders.
  • The largest John Hancock Preferred Income Fund II buyer in Q4 2022 was Cetera Investment Advisers, an estimated $244K added.
  • The largest John Hancock Preferred Income Fund II seller in Q4 2022 was International Assets Investment Management, an estimated $936K sold.

Based on aggregated 13F filings for Q4 2022.