John Hancock Preferred Income Fund II
HPF
47 hedge funds and large institutions have $38.1M invested in John Hancock Preferred Income Fund II in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 5 closing their positions.
55% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 11
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
14% more capital invested
Capital invested by funds: $33.3M → $38.1M (+$4.81M)
2% more funds holding
Funds holding: 46 → 47 (+1)
0.5% more ownership
Funds ownership: 9.17% → 9.67% (+0.5%)
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
|
+$883K |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$756K |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$383K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$208K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$154K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
One Capital Management
Westlake Village,
California
|
-$1.12M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$294K |
| 3 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$285K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$138K |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
-$119K |
HPF Hedge Fund Activity: Q3 2024 in Review
47 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q3 2024, worth a combined $38.1M — up 14% from $33.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HPF positions and 5 closed out — a net gain of 1 holder — while 17 added to existing stakes and 11 trimmed.
The largest buyer was Axim Planning & Wealth, adding an estimated $883K. The largest seller was One Capital Management, exiting entirely with an estimated $1.12M sold.
- 47 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q3 2024, up from 46 in Q2 2024.
- Funds reported $38.1M of John Hancock Preferred Income Fund II stock for Q3 2024, up 14% quarter-over-quarter.
- 6 funds opened new John Hancock Preferred Income Fund II positions in Q3 2024 and 5 closed out, a net change of +1 holder.
- The largest John Hancock Preferred Income Fund II buyer in Q3 2024 was Axim Planning & Wealth, an estimated $883K added.
- The largest John Hancock Preferred Income Fund II seller in Q3 2024 was One Capital Management, an estimated $1.12M sold.
Based on aggregated 13F filings for Q3 2024.