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HPI

John Hancock Preferred Income Fund

52 hedge funds and large institutions have $45.3M invested in John Hancock Preferred Income Fund in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

3% more capital invested

Capital invested by funds: $44M → $45.3M (+$1.32M)

0% more funds holding

Funds holding: 5252 (0)

0.13% less ownership

Funds ownership: 8.08%7.95% (-0.13%)

6% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 17

Holders
52
Holders Change
Holders Change %
0%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
16
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
26
McRae Capital Management
New Jersey
$342K +$337K +16,075 New
AAS
27
Annex Advisory Services
Wisconsin
$327K -$20.9K -1,000 -6%
WA
28
WFG Advisors
Texas
$319K -$2.01K -96 -0.6%
IA
29
IFP Advisors
Florida
$290K
IH
30
IFC Holdings
Florida
$260K +$5.45K +260 +2%
CA
31
Cetera Advisors
Colorado
$256K +$251K +11,982 New
GS
32
Girard Securities
California
$252K -$43.6K -2,082 -15%
OA
33
Oxbow Advisors
Texas
$234K
PMG
34
ProVise Management Group
Florida
$213K
Cohen & Steers
35
Cohen & Steers
New York
$213K +$17.8K +852 +9%
VC
36
Vicus Capital
Pennsylvania
$211K -$262K -12,532 -56%
ONB
37
Old National Bancorp
Indiana
$202K +$199K +9,512 New
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$155K +$14.1K +672 +10%
Creative Planning
39
Creative Planning
Kansas
$107K +$15.9K +757 +18%
APSP
40
Asset Planning Services (Pennsylvania)
Pennsylvania
$104K +$37.7K +1,800 +58%
CHC
41
City Holding Co
West Virginia
$43K
PB
42
Pinnacle Bancorp
Nebraska
$32K +$31.4K +1,500 New
FFW
43
Fusion Family Wealth
New York
$30K
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$27K
BWP
45
Baldwin Wealth Partners
Massachusetts
$21K
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$17K +$2.41K +115 +17%
WEC
47
Winslow Evans & Crocker
Massachusetts
$12.8K
PCM
48
Penserra Capital Management
California
$7K -$1.15K -55 -13%
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
$5K
ASN
50
Advisory Services Network
Georgia
$5K +$5.28K +252 New

HPI Hedge Fund Activity: Q1 2017 in Review

52 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund (HPI) for Q1 2017, worth a combined $45.3M — up 3% from $44M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HPI positions and 6 closed out — a net gain of 1 holder — while 16 added to existing stakes and 17 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $396K. The largest seller was Laurion Capital Management, exiting entirely with an estimated $1.1M sold.

  • 52 institutional investors held John Hancock Preferred Income Fund (HPI) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $45.3M of John Hancock Preferred Income Fund stock for Q1 2017, up 3% quarter-over-quarter.
  • 7 funds opened new John Hancock Preferred Income Fund positions in Q1 2017 and 6 closed out, a net change of +1 holder.
  • The largest John Hancock Preferred Income Fund buyer in Q1 2017 was Truist Financial, an estimated $396K added.
  • The largest John Hancock Preferred Income Fund seller in Q1 2017 was Laurion Capital Management, an estimated $1.1M sold.

Based on aggregated 13F filings for Q1 2017.