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HPF

John Hancock Preferred Income Fund II

45 hedge funds and large institutions have $19.7M invested in John Hancock Preferred Income Fund II in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

0.01% more ownership

Funds ownership: 6.2%6.21% (+0.01%)

3% less capital invested

Capital invested by funds: $20.4M → $19.7M (-$677K)

12% less funds holding

Funds holding: 5145 (-6)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
45
Holders Change
-6
Holders Change %
-11.76%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
14
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$4.86M -$76.8K -4,649 -1%
Invesco
2
Invesco
Georgia
$2.48M -$262K -15,857 -9%
Morgan Stanley
3
Morgan Stanley
New York
$2.33M +$8.47K +513 +0.3%
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$1.3M +$10.8K +653 +0.8%
BRWA
5
B. Riley Wealth Advisors
Florida
$1.19M -$24.7K -1,495 -2%
GC
6
Guggenheim Capital
Illinois
$1.03M +$117K +7,088 +12%
Osaic Holdings
7
Osaic Holdings
Arizona
$932K -$21.3K -1,287 -2%
GG
8
Golden Green
South Carolina
$620K +$660K +39,970 New
KAS
9
Kestra Advisory Services
Texas
$515K -$54.6K -3,309 -9%
NA
10
NewEdge Advisors
Louisiana
$408K +$21.5K +1,300 +5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$391K +$63.9K +3,871 +18%
PAG
12
Private Advisor Group
New Jersey
$385K
WS
13
Wedbush Securities
California
$288K +$40.2K +2,434 +15%
LPL Financial
14
LPL Financial
California
$273K -$81.5K -4,938 -22%
Bank of America
15
Bank of America
North Carolina
$263K +$62.6K +3,789 +29%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$237K -$1.57K -95 -0.6%
Wells Fargo
17
Wells Fargo
California
$228K -$67.8K -4,107 -22%
AWS
18
Atria Wealth Solutions
New York
$219K
Stifel Financial
19
Stifel Financial
Missouri
$212K +$39.8K +2,410 +21%
MCA
20
MSH Capital Advisors
Arizona
$200K
LOPW
21
Live Oak Private Wealth
North Carolina
$169K
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$167K +$1.25K +76 +0.7%
VCWA
23
Vanguard Capital Wealth Advisors
Colorado
$155K
SWM
24
Spire Wealth Management
Virginia
$130K +$2.29K +139 +2%
HI
25
Harbour Investments
Wisconsin
$127K -$3.3K -200 -2%

HPF Hedge Fund Activity: Q1 2023 in Review

45 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q1 2023, worth a combined $19.7M — down 3.3% from $20.4M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of HPF and 3 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 14 added.

The largest buyer was Golden Green, opening a new position worth an estimated $660K. The largest seller was Invesco, cutting an estimated $262K.

  • 45 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q1 2023, down from 51 in Q4 2022.
  • Funds reported $19.7M of John Hancock Preferred Income Fund II stock for Q1 2023, down 3.3% quarter-over-quarter.
  • 3 funds opened new John Hancock Preferred Income Fund II positions in Q1 2023 and 7 closed out, a net change of -4 holders.
  • The largest John Hancock Preferred Income Fund II buyer in Q1 2023 was Golden Green, an estimated $660K added.
  • The largest John Hancock Preferred Income Fund II seller in Q1 2023 was Invesco, an estimated $262K sold.

Based on aggregated 13F filings for Q1 2023.