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HPI

John Hancock Preferred Income Fund

59 hedge funds and large institutions have $49.6M invested in John Hancock Preferred Income Fund in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

5% more capital invested

Capital invested by funds: $47.3M → $49.6M (+$2.31M)

0.04% more ownership

Funds ownership: 7.58%7.63% (+0.04%)

0% more funds holding

Funds holding: 5959 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
59
Holders Change
Holders Change %
0%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
17
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$432K -$3.39K -143 -0.8%
MCM
27
McRae Capital Management
New Jersey
$389K +$2.84K +120 +0.8%
FMC
28
First Merchants Corp
Indiana
$270K +$264K +11,165 New
MAFM
29
Mid Atlantic Financial Management
Pennsylvania
$269K -$78.1K -3,300 -23%
SWM
30
SeaCrest Wealth Management
New York
$255K -$4.47K -189 -2%
OA
31
Oxbow Advisors
Texas
$250K
MFG
32
Merit Financial Group
Georgia
$249K
PMG
33
ProVise Management Group
Florida
$236K
PAG
34
Private Advisor Group
New Jersey
$221K +$3.43K +145 +2%
HighTower Advisors
35
HighTower Advisors
Illinois
$212K -$23.7K -1,000 -10%
CIA
36
Capital Investment Advisors
Georgia
$203K -$10.6K -449 -5%
QCIG
37
Quad-Cities Investment Group
Iowa
$157K +$81.7K +3,452 +111%
GTAM
38
Global Trust Asset Management
Florida
$98K
AIC
39
Ameritas Investment Company
Nebraska
$91K +$88.8K +3,750 New
Citigroup
40
Citigroup
New York
$59K -$734 -31 -1%
SIS
41
Sound Income Strategies
Florida
$52K
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$48K
CHC
43
City Holding Co
West Virginia
$48K
TFGT
44
TS Financial Group (TSFG)
Illinois
$48K
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$48K +$30.1K +1,270 +175%
CFA
46
Carroll Financial Associates
North Carolina
$42K
FHA
47
First Horizon Advisors
Tennessee
$38K
APA
48
American Portfolios Advisors
New York
$37.4K
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$34K
CFGS
50
Concourse Financial Group Securities
Alabama
$29K -$33.6K -1,418 -55%

HPI Hedge Fund Activity: Q3 2019 in Review

59 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund (HPI) for Q3 2019, worth a combined $49.6M — up 4.9% from $47.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new HPI positions and 3 closed out — a net gain of 1 holder — while 17 added to existing stakes and 16 trimmed.

The largest buyer was Mariner, opening a new position worth an estimated $448K. The largest seller was Envestnet Asset Management, cutting an estimated $1.41M.

  • 59 institutional investors held John Hancock Preferred Income Fund (HPI) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $49.6M of John Hancock Preferred Income Fund stock for Q3 2019, up 4.9% quarter-over-quarter.
  • 4 funds opened new John Hancock Preferred Income Fund positions in Q3 2019 and 3 closed out, a net change of +1 holder.
  • The largest John Hancock Preferred Income Fund buyer in Q3 2019 was Mariner, an estimated $448K added.
  • The largest John Hancock Preferred Income Fund seller in Q3 2019 was Envestnet Asset Management, an estimated $1.41M sold.

Based on aggregated 13F filings for Q3 2019.