John Hancock Preferred Income Fund
HPI
63 hedge funds and large institutions have $65.2M invested in John Hancock Preferred Income Fund in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 6 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 15
0.01% more ownership
Funds ownership: 11.24% → 11.25% (+0.01%)
0% less capital invested
Capital invested by funds: $65.4M → $65.2M (-$186K)
7% less funds holding
Funds holding: 68 → 63 (-5)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$827K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$475K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$461K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$312K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$253K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
-$583K |
| 2 |
NFSG
Newbridge Financial Services Group
Boca Raton,
Florida
|
-$377K |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$346K |
| 4 |
Cohen & Steers
New York
|
-$275K |
| 5 |
Jane Street
New York
|
-$254K |
HPI Hedge Fund Activity: Q3 2021 in Review
63 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund (HPI) for Q3 2021, worth a combined $65.2M — down 0.28% from $65.4M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of HPI and 3 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 21 added.
The largest buyer was Morgan Stanley, adding an estimated $827K. The largest seller was Kerntke Otto McGlone Wealth Management Group, exiting entirely with an estimated $583K sold.
- 63 institutional investors held John Hancock Preferred Income Fund (HPI) as of Q3 2021, down from 68 in Q2 2021.
- Funds reported $65.2M of John Hancock Preferred Income Fund stock for Q3 2021, down 0.28% quarter-over-quarter.
- 3 funds opened new John Hancock Preferred Income Fund positions in Q3 2021 and 6 closed out, a net change of -3 holders.
- The largest John Hancock Preferred Income Fund buyer in Q3 2021 was Morgan Stanley, an estimated $827K added.
- The largest John Hancock Preferred Income Fund seller in Q3 2021 was Kerntke Otto McGlone Wealth Management Group, an estimated $583K sold.
Based on aggregated 13F filings for Q3 2021.