John Hancock Preferred Income Fund II
HPF
46 hedge funds and large institutions have $33.3M invested in John Hancock Preferred Income Fund II in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
89% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 9
31% more capital invested
Capital invested by funds: $25.3M → $33.3M (+$7.98M)
7% more funds holding
Funds holding: 43 → 46 (+3)
1.97% more ownership
Funds ownership: 7.2% → 9.17% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APW
Axim Planning & Wealth
Springboro,
Ohio
|
+$3.38M |
| 2 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$1.35M |
| 3 |
OCM
One Capital Management
Westlake Village,
California
|
+$1.11M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$653K |
| 5 |
Rockefeller Capital Management
New York
|
+$452K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Koshinski Asset Management
Decatur,
Illinois
|
-$384K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$193K |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$151K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$89.8K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$71.7K |
HPF Hedge Fund Activity: Q2 2024 in Review
46 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q2 2024, worth a combined $33.3M — up 31% from $25.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new HPF positions and 3 closed out — a net gain of 4 holders — while 17 added to existing stakes and 9 trimmed.
The largest buyer was Axim Planning & Wealth, adding an estimated $3.38M. The largest seller was Koshinski Asset Management, cutting an estimated $384K.
- 46 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q2 2024, up from 43 in Q1 2024.
- Funds reported $33.3M of John Hancock Preferred Income Fund II stock for Q2 2024, up 31% quarter-over-quarter.
- 7 funds opened new John Hancock Preferred Income Fund II positions in Q2 2024 and 3 closed out, a net change of +4 holders.
- The largest John Hancock Preferred Income Fund II buyer in Q2 2024 was Axim Planning & Wealth, an estimated $3.38M added.
- The largest John Hancock Preferred Income Fund II seller in Q2 2024 was Koshinski Asset Management, an estimated $384K sold.
Based on aggregated 13F filings for Q2 2024.