John Hancock Preferred Income Fund II
HPF
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, 18 increasing their positions, 9 reducing their positions, and 7 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 9
8% more capital invested
Capital invested by funds: $23.5M → $25.3M (+$1.88M)
0.26% more ownership
Funds ownership: 6.94% → 7.2% (+0.26%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less funds holding
Funds holding: 46 → 43 (-3)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APW
Axim Planning & Wealth
Springboro,
Ohio
|
+$1.29M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$515K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$273K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$177K |
| 5 |
LPL Financial
San Diego,
California
|
+$94.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Koshinski Asset Management
Decatur,
Illinois
|
-$455K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$282K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$196K |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$196K |
| 5 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
-$187K |
HPF Hedge Fund Activity: Q1 2024 in Review
43 of the 6,958 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 — up 8% from $23.5M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of HPF and 4 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 18 added.
The largest buyer was Axim Planning & Wealth, adding an estimated $1.29M. The largest seller was Koshinski Asset Management, cutting an estimated $455K.
- 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, up 8% 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 Koshinski Asset Management, an estimated $455K sold.
Based on aggregated 13F filings for Q1 2024.