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HPI

John Hancock Preferred Income Fund

45 hedge funds and large institutions have $36.9M invested in John Hancock Preferred Income Fund in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

13% more funds holding

Funds holding: 4045 (+5)

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

0.06% less ownership

Funds ownership: 7.41%7.35% (-0.06%)

1% less capital invested

Capital invested by funds: $37.4M → $36.9M (-$475K)

Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
13
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
26
Windsor Capital Management
Arizona
$227K -$3.39K -174 -1%
OA
27
Oxbow Advisors
Texas
$213K
CA
28
Cetera Advisors
Colorado
$199K +$200K +10,275 New
PMG
29
ProVise Management Group
Florida
$193K
WA
30
WFG Advisors
Texas
$161K -$30.9K -1,589 -16%
Creative Planning
31
Creative Planning
Kansas
$79K +$79.8K +4,100 New
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$65K +$17.5K +900 +36%
APSP
33
Asset Planning Services (Pennsylvania)
Pennsylvania
$60K
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$29K -$88.6K -4,549 -75%
IWMPD
35
Integrated Wealth Management (Palm Desert)
California
$27K +$27.3K +1,400 New
ASN
36
Advisory Services Network
Georgia
$19K
CHC
37
City Holding Co
West Virginia
$19K
DLHL
38
Donald L. Hagan LLC
Florida
$19K +$19.5K +1,000 New
WEC
39
Winslow Evans & Crocker
Massachusetts
$11.6K
RIA
40
Regal Investment Advisors
Michigan
$9K
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$7K +$156 +8 +2%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$6K
US Bancorp
43
US Bancorp
Minnesota
$4K
NFG
44
Next Financial Group
Texas
$1K
NL
45
NWAM LLC
Washington
-$386K -20,000 Closed
EAM
46
Evanson Asset Management
California
-$255K -13,128 Closed
CAN
47
Cetera Advisor Networks
California
-$239K -11,364 Closed
TRCT
48
Tower Research Capital (TRC)
New York
-$44K -2,251 Closed
BCM
49
Brookstone Capital Management
Illinois
-$448 -23 -85%

HPI Hedge Fund Activity: Q3 2015 in Review

45 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund (HPI) for Q3 2015, worth a combined $36.9M — down 1.3% from $37.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HPI positions and 4 closed out — a net gain of 5 holders — while 13 added to existing stakes and 12 trimmed.

The largest buyer was UBS Group, adding an estimated $1.47M. The largest seller was Guggenheim Capital, cutting an estimated $1.42M.

  • 45 institutional investors held John Hancock Preferred Income Fund (HPI) as of Q3 2015, up from 40 in Q2 2015.
  • Funds reported $36.9M of John Hancock Preferred Income Fund stock for Q3 2015, down 1.3% quarter-over-quarter.
  • 9 funds opened new John Hancock Preferred Income Fund positions in Q3 2015 and 4 closed out, a net change of +5 holders.
  • The largest John Hancock Preferred Income Fund buyer in Q3 2015 was UBS Group, an estimated $1.47M added.
  • The largest John Hancock Preferred Income Fund seller in Q3 2015 was Guggenheim Capital, an estimated $1.42M sold.

Based on aggregated 13F filings for Q3 2015.