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HPF

John Hancock Preferred Income Fund II

43 hedge funds and large institutions have $25.3M invested in John Hancock Preferred Income Fund II in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.35% less ownership

Funds ownership: 7.55%7.2% (-0.35%)

1% less capital invested

Capital invested by funds: $25.5M → $25.3M (-$183K)

7% less funds holding

Funds holding: 4643 (-3)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
43
Holders Change
-3
Holders Change %
-6.52%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
17
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$4.72M +$515K +31,626 +12%
APW
2
Axim Planning & Wealth
Ohio
$2.76M +$1.29M +79,193 +90%
Invesco
3
Invesco
Georgia
$2.33M -$184K -11,275 -7%
Morgan Stanley
4
Morgan Stanley
New York
$2.18M -$2.12M -130,064 -50%
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$1.74M -$455K -27,974 -21%
Stifel Financial
6
Stifel Financial
Missouri
$1.67M +$273K +16,784 +20%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.29M +$86.8K +5,330 +7%
GC
8
Guggenheim Capital
Illinois
$1.13M -$282K -17,303 -20%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.02M -$41.8K -2,566 -4%
BRWA
10
B. Riley Wealth Advisors
Florida
$981K +$93.9K +5,768 +9%
KAS
11
Kestra Advisory Services
Texas
$816K +$54K +3,317 +7%
LPL Financial
12
LPL Financial
California
$495K +$94.6K +5,813 +24%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$390K +$45.5K +2,794 +13%
NA
14
NewEdge Advisors
Louisiana
$375K -$97.7K -6,000 -21%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$363K +$1.48K +91 +0.4%
PAG
16
Private Advisor Group
New Jersey
$352K +$18K +1,106 +5%
WS
17
Wedbush Securities
California
$306K +$15K +924 +5%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$282K +$38.6K +2,373 +16%
AWS
19
Atria Wealth Solutions
New York
$260K -$16.1K -987 -6%
MCA
20
MSH Capital Advisors
Arizona
$204K
RJA
21
Raymond James & Associates
Florida
$202K
VCWA
22
Vanguard Capital Wealth Advisors
Colorado
$198K
Bank of America
23
Bank of America
North Carolina
$186K
CA
24
Cetera Advisors
Colorado
$180K +$177K +10,901 New
LOPW
25
Live Oak Private Wealth
North Carolina
$180K

HPF Hedge Fund Activity: Q1 2024 in Review

43 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q1 2024, worth a combined $25.3M — down 0.72% from $25.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of HPF and 4 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 17 added.

The largest buyer was Axim Planning & Wealth, adding an estimated $1.29M. The largest seller was Morgan Stanley, cutting an estimated $2.12M.

  • 43 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q1 2024, down from 46 in Q4 2023.
  • Funds reported $25.3M of John Hancock Preferred Income Fund II stock for Q1 2024, down 0.72% quarter-over-quarter.
  • 4 funds opened new John Hancock Preferred Income Fund II positions in Q1 2024 and 7 closed out, a net change of -3 holders.
  • The largest John Hancock Preferred Income Fund II buyer in Q1 2024 was Axim Planning & Wealth, an estimated $1.29M added.
  • The largest John Hancock Preferred Income Fund II seller in Q1 2024 was Morgan Stanley, an estimated $2.12M sold.

Based on aggregated 13F filings for Q1 2024.