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HPF

John Hancock Preferred Income Fund II

46 hedge funds and large institutions have $19.9M invested in John Hancock Preferred Income Fund II in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

10% more funds holding

Funds holding: 4246 (+4)

2% more capital invested

Capital invested by funds: $19.5M → $19.9M (+$417K)

0.39% more ownership

Funds ownership: 6.03%6.43% (+0.39%)

Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$2.93M +$163K +10,761 +6%
Morgan Stanley
2
Morgan Stanley
New York
$2.9M +$748K +49,464 +33%
Invesco
3
Invesco
Georgia
$2.16M -$13.3K -880 -0.6%
GC
4
Guggenheim Capital
Illinois
$1.24M +$54.7K +3,616 +4%
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$1.21M -$4.03K -266 -0.3%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.07M +$202K +13,368 +22%
BRWA
7
B. Riley Wealth Advisors
Florida
$981K -$93.7K -6,190 -8%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$899K +$7.46K +493 +0.8%
KAS
9
Kestra Advisory Services
Texas
$663K -$27.5K -1,817 -4%
GG
10
Golden Green
South Carolina
$586K +$14.8K +979 +2%
Stifel Financial
11
Stifel Financial
Missouri
$574K +$324K +21,390 +117%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$388K +$405K +26,795 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$382K +$34.2K +2,257 +9%
LPL Financial
14
LPL Financial
California
$363K +$7.19K +475 +2%
PAG
15
Private Advisor Group
New Jersey
$305K -$41.3K -2,727 -11%
WS
16
Wedbush Securities
California
$254K +$7.2K +476 +3%
NA
17
NewEdge Advisors
Louisiana
$249K -$185K -12,200 -41%
RJA
18
Raymond James & Associates
Florida
$246K +$257K +16,981 New
Bank of America
19
Bank of America
North Carolina
$231K -$27.5K -1,820 -10%
AWS
20
Atria Wealth Solutions
New York
$223K +$6.4K +423 +3%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$212K -$5.31K -351 -2%
IAIM
22
International Assets Investment Management
Florida
$191K -$587K -38,780 -74%
MCA
23
MSH Capital Advisors
Arizona
$187K
VCWA
24
Vanguard Capital Wealth Advisors
Colorado
$174K +$6.05K +400 +3%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$159K +$166K +10,967 New

HPF Hedge Fund Activity: Q3 2023 in Review

46 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q3 2023, worth a combined $19.9M — up 2.1% from $19.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HPF positions and 2 closed out — a net gain of 5 holders — while 17 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $748K. The largest seller was International Assets Investment Management, cutting an estimated $587K.

  • 46 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q3 2023, up from 42 in Q2 2023.
  • Funds reported $19.9M of John Hancock Preferred Income Fund II stock for Q3 2023, up 2.1% quarter-over-quarter.
  • 7 funds opened new John Hancock Preferred Income Fund II positions in Q3 2023 and 2 closed out, a net change of +5 holders.
  • The largest John Hancock Preferred Income Fund II buyer in Q3 2023 was Morgan Stanley, an estimated $748K added.
  • The largest John Hancock Preferred Income Fund II seller in Q3 2023 was International Assets Investment Management, an estimated $587K sold.

Based on aggregated 13F filings for Q3 2023.