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HPF

John Hancock Preferred Income Fund II

46 hedge funds and large institutions have $1.24B invested in John Hancock Preferred Income Fund II in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,139% more capital invested

Capital invested by funds: $38.1M → $1.24B (+$1.2B)

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.69% less ownership

Funds ownership: 9.67%8.98% (-0.69%)

2% less funds holding

Funds holding: 4746 (-1)

29% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 17

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
12
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.2B -$43.8K -2,486 -3%
APW
2
Axim Planning & Wealth
Ohio
$6.81M -$154K -8,715 -2%
UBS Group
3
UBS Group
Switzerland
$4.8M -$295K -16,744 -5%
Invesco
4
Invesco
Georgia
$2.57M +$191K +10,847 +8%
Stifel Financial
5
Stifel Financial
Missouri
$2.17M -$185K -10,468 -7%
Morgan Stanley
6
Morgan Stanley
New York
$2.12M -$60.9K -3,453 -3%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.16M +$43.6K +2,476 +4%
EAM
8
Everstar Asset Management
North Carolina
$1.03M -$98.7K -5,600 -8%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$982K -$67.4K -3,822 -6%
LPL Financial
10
LPL Financial
California
$723K +$75.6K +4,290 +11%
BRWA
11
B. Riley Wealth Advisors
Florida
$717K -$131K -7,422 -15%
KAS
12
Kestra Advisory Services
Texas
$701K -$199K -11,275 -21%
GC
13
Guggenheim Capital
Illinois
$649K -$514K -29,180 -43%
Cohen & Steers
14
Cohen & Steers
New York
$575K +$612K +34,717 New
GRP
15
Global Retirement Partners
California
$558K -$855K -48,503 -59%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$518K +$22.8K +1,296 +4%
Wells Fargo
17
Wells Fargo
California
$489K +$191K +10,854 +58%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$394K +$24.8K +1,406 +6%
WS
19
Wedbush Securities
California
$361K +$176 +10 +0%
PAG
20
Private Advisor Group
New Jersey
$347K -$13.9K -789 -4%
Bank of America
21
Bank of America
North Carolina
$332K +$95K +5,390 +37%
NA
22
NewEdge Advisors
Louisiana
$320K -$49.4K -2,800 -13%
VCWA
23
Vanguard Capital Wealth Advisors
Colorado
$314K +$123K +7,000 +58%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$296K -$6.59K -374 -2%
Raymond James Financial
25
Raymond James Financial
Florida
$284K +$303K +17,163 New

HPF Hedge Fund Activity: Q4 2024 in Review

46 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q4 2024, worth a combined $1.24B — up 3,139% from $38.1M a quarter earlier.

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

The largest buyer was Cohen & Steers, opening a new position worth an estimated $612K. The largest seller was Global Retirement Partners, cutting an estimated $855K.

  • 46 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q4 2024, down from 47 in Q3 2024.
  • Funds reported $1.24B of John Hancock Preferred Income Fund II stock for Q4 2024, up 3,139% quarter-over-quarter.
  • 7 funds opened new John Hancock Preferred Income Fund II positions in Q4 2024 and 5 closed out, a net change of +2 holders.
  • The largest John Hancock Preferred Income Fund II buyer in Q4 2024 was Cohen & Steers, an estimated $612K added.
  • The largest John Hancock Preferred Income Fund II seller in Q4 2024 was Global Retirement Partners, an estimated $855K sold.

Based on aggregated 13F filings for Q4 2024.