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HPI

John Hancock Preferred Income Fund

48 hedge funds and large institutions have $50.9M invested in John Hancock Preferred Income Fund in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

15% more capital invested

Capital invested by funds: $44.4M → $50.9M (+$6.51M)

0.33% more ownership

Funds ownership: 8.52%8.85% (+0.33%)

2% less funds holding

Funds holding: 4948 (-1)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
48
Holders Change
-1
Holders Change %
-2.04%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
18
Reduced
11
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
Beck Capital Management
Texas
$355K +$331K +15,992 New
CA
27
Cetera Advisors
Colorado
$300K +$18.6K +900 +7%
WA
28
WFG Advisors
Texas
$281K +$228 +11 +0.1%
PAG
29
Private Advisor Group
New Jersey
$268K +$21.3K +1,028 +9%
OA
30
Oxbow Advisors
Texas
$244K
PMG
31
ProVise Management Group
Florida
$222K
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$207K +$192K +9,284 New
MFS
33
MSI Financial Services
Massachusetts
$137K +$43K +2,078 +51%
Creative Planning
34
Creative Planning
Kansas
$109K +$8.65K +418 +9%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$85K
APSP
36
Asset Planning Services (Pennsylvania)
Pennsylvania
$69K
CHC
37
City Holding Co
West Virginia
$44K
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$44K +$41.4K +2,000 New
BWP
39
Baldwin Wealth Partners
Massachusetts
$22K +$20.7K +1,000 New
DLHL
40
Donald L. Hagan LLC
Florida
$22K +$20.7K +1,000 New
WEC
41
Winslow Evans & Crocker
Massachusetts
$13.3K
AWMS
42
Advocacy Wealth Management Services
Georgia
$11K
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$8K +$166 +8 +2%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$7K
US Bancorp
45
US Bancorp
Minnesota
$4K
Citigroup
46
Citigroup
New York
$3K +$2.57K +124 New
NFG
47
Next Financial Group
Texas
$2K
PCM
48
Penserra Capital Management
California
$6 -$497 -24 -8%
CS
49
Credit Suisse
Switzerland
-$2.23M -111,151 Closed
RCM
50
Robinson Capital Management
Michigan
-$1.09M -54,295 Closed

HPI Hedge Fund Activity: Q1 2016 in Review

48 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund (HPI) for Q1 2016, worth a combined $50.9M — up 15% from $44.4M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of HPI and 9 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 18 added.

The largest buyer was UBS Group, adding an estimated $2.44M. The largest seller was Credit Suisse, exiting entirely with an estimated $2.23M sold.

  • 48 institutional investors held John Hancock Preferred Income Fund (HPI) as of Q1 2016, down from 49 in Q4 2015.
  • Funds reported $50.9M of John Hancock Preferred Income Fund stock for Q1 2016, up 15% quarter-over-quarter.
  • 9 funds opened new John Hancock Preferred Income Fund positions in Q1 2016 and 10 closed out, a net change of -1 holder.
  • The largest John Hancock Preferred Income Fund buyer in Q1 2016 was UBS Group, an estimated $2.44M added.
  • The largest John Hancock Preferred Income Fund seller in Q1 2016 was Credit Suisse, an estimated $2.23M sold.

Based on aggregated 13F filings for Q1 2016.