We are live on ! Find out more
HPI

John Hancock Preferred Income Fund

43 hedge funds and large institutions have $47.8M invested in John Hancock Preferred Income Fund in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

2% more funds holding

Funds holding: 4243 (+1)

4% more capital invested

Capital invested by funds: $46.1M → $47.8M (+$1.74M)

0.57% more ownership

Funds ownership: 8.58%9.15% (+0.57%)

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
20
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OA
26
Oxbow Advisors
Texas
$228K
Goldman Sachs
27
Goldman Sachs
New York
$215K +$216K +10,747 New
MNA
28
Manning & Napier Advisors
New York
$210K
PMG
29
ProVise Management Group
Florida
$201K
AIG
30
American International Group
New York
$165K +$9.36K +466 +6%
Creative Planning
31
Creative Planning
Kansas
$70K +$2.15K +107 +3%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$45K
Ameriprise
33
Ameriprise
Minnesota
$39K
DADC
34
D.A. Davidson & Co
Montana
$36K
WA
35
WFG Advisors
Texas
$34K -$14.9K -740 -30%
PTC
36
Private Trust Company
Ohio
$17K +$17.2K +855 New
MPWT
37
MassMutual Private Wealth & Trust
Connecticut
$13.2K +$13.3K +660 New
WEC
38
Winslow Evans & Crocker
Massachusetts
$12K
NFG
39
Next Financial Group
Texas
$12K +$2.01K +100 +20%
FANJ
40
Financial Architects (New Jersey)
New Jersey
$8K
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$7K +$141 +7 +2%
TRCT
42
Tower Research Capital (TRC)
New York
$6K +$6.09K +303 New
RIA
43
Regal Investment Advisors
Michigan
$5K
US Bancorp
44
US Bancorp
Minnesota
$4K
SFS
45
Shaker Financial Services
Virginia
-$377K -18,297 Closed
CBT
46
Central Bank & Trust
Kentucky
-$18K -1,000 Closed
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
-$6K -295 Closed

HPI Hedge Fund Activity: Q3 2014 in Review

43 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund (HPI) for Q3 2014, worth a combined $47.8M — up 3.8% from $46.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new HPI positions and 3 closed out — a net gain of 1 holder — while 20 added to existing stakes and 9 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.33M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $377K sold.

  • 43 institutional investors held John Hancock Preferred Income Fund (HPI) as of Q3 2014, up from 42 in Q2 2014.
  • Funds reported $47.8M of John Hancock Preferred Income Fund stock for Q3 2014, up 3.8% quarter-over-quarter.
  • 4 funds opened new John Hancock Preferred Income Fund positions in Q3 2014 and 3 closed out, a net change of +1 holder.
  • The largest John Hancock Preferred Income Fund buyer in Q3 2014 was Guggenheim Capital, an estimated $1.33M added.
  • The largest John Hancock Preferred Income Fund seller in Q3 2014 was Shaker Financial Services, an estimated $377K sold.

Based on aggregated 13F filings for Q3 2014.