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HPI

John Hancock Preferred Income Fund

63 hedge funds and large institutions have $59.5M invested in John Hancock Preferred Income Fund in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 16

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.27% less ownership

Funds ownership: 13.67%13.4% (-0.27%)

3% less capital invested

Capital invested by funds: $61.4M → $59.5M (-$1.9M)

5% less funds holding

Funds holding: 6663 (-3)

Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
24
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$10.2M +$181K +11,229 +2%
Morgan Stanley
2
Morgan Stanley
New York
$8.32M +$823K +51,100 +11%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.27M +$69.7K +4,323 +2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.99M +$45.5K +2,823 +1%
GC
5
Guggenheim Capital
Illinois
$3.22M -$99.9K -6,198 -3%
TCMG
6
TSP Capital Management Group
New Jersey
$3.16M
LPL Financial
7
LPL Financial
California
$3.08M +$133K +8,233 +4%
Invesco
8
Invesco
Georgia
$2.85M -$23.5K -1,457 -0.8%
Cohen & Steers
9
Cohen & Steers
New York
$2.78M +$594K +36,894 +26%
Raymond James Financial
10
Raymond James Financial
Florida
$1.88M -$18.8K -1,165 -1%
ARG
11
Advisory Resource Group
Oklahoma
$1.57M -$49.7K -3,084 -3%
Fiera Capital (Canada)
12
Fiera Capital (Canada)
Quebec, Canada
$1.55M -$70.1K -4,351 -4%
KAS
13
Kestra Advisory Services
Texas
$1.38M +$32.4K +2,011 +2%
Bank of America
14
Bank of America
North Carolina
$1.22M -$439K -27,276 -26%
Osaic Holdings
15
Osaic Holdings
Arizona
$790K +$72K +4,469 +10%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$722K +$19.8K +1,227 +3%
Mariner
17
Mariner
Kansas
$623K -$265K -16,456 -29%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$586K -$8.39K -521 -1%
SA
19
SAM Advisors
California
$503K +$918 +57 +0.2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$490K +$34.1K +2,117 +7%
Wells Fargo
21
Wells Fargo
California
$470K +$46.7K +2,899 +11%
SWP
22
Stratos Wealth Partners
Ohio
$428K -$4.83K -300 -1%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$400K -$4.83K -300 -1%
KAS
24
KPP Advisory Services
Kentucky
$368K
HighTower Advisors
25
HighTower Advisors
Illinois
$360K -$103K -6,413 -22%

HPI Hedge Fund Activity: Q1 2026 in Review

63 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund (HPI) for Q1 2026, worth a combined $59.5M — down 3.1% from $61.4M a quarter earlier.

Fund positioning in HPI was balanced in Q1 2026: 7 funds opened new positions, 7 closed out, 24 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $823K. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $2.2M sold.

  • 63 institutional investors held John Hancock Preferred Income Fund (HPI) as of Q1 2026, down from 66 in Q4 2025.
  • Funds reported $59.5M of John Hancock Preferred Income Fund stock for Q1 2026, down 3.1% quarter-over-quarter.
  • 7 funds opened new John Hancock Preferred Income Fund positions in Q1 2026 and 7 closed out, a net change of 0 holders.
  • The largest John Hancock Preferred Income Fund buyer in Q1 2026 was Morgan Stanley, an estimated $823K added.
  • The largest John Hancock Preferred Income Fund seller in Q1 2026 was J.W. Cole Advisors, an estimated $2.2M sold.

Based on aggregated 13F filings for Q1 2026.