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HPI

John Hancock Preferred Income Fund

66 hedge funds and large institutions have $62.7M invested in John Hancock Preferred Income Fund in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

5% more funds holding

Funds holding: 6366 (+3)

0.04% less ownership

Funds ownership: 11.25%11.21% (-0.04%)

4% less capital invested

Capital invested by funds: $65.2M → $62.7M (-$2.51M)

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
19
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
26
Wedbush Securities
California
$357K +$9.55K +450 +3%
BMM
27
Buffington Mohr McNeal
Idaho
$347K
HIA
28
Harbor Investment Advisory
Maryland
$347K
Millennium Management
29
Millennium Management
New York
$343K +$351K +16,522 New
MCM
30
McRae Capital Management
New Jersey
$341K
SAM
31
Selway Asset Management
$334K
SFS
32
Sowell Financial Services
Arkansas
$330K
Northern Trust
33
Northern Trust
Illinois
$284K
PAG
34
Private Advisor Group
New Jersey
$277K +$552 +26 +0.2%
Lazard Asset Management
35
Lazard Asset Management
New York
$264K +$271K +12,759 New
GWM
36
Geneos Wealth Management
Colorado
$225K +$16.6K +780 +8%
MFG
37
Merit Financial Group
Georgia
$214K
PMG
38
ProVise Management Group
Florida
$203K
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$144K
WBC
40
West Branch Capital
Massachusetts
$84K
OIA
41
Optimum Investment Advisors
Illinois
$81K
SWM
42
Sugarloaf Wealth Management
Georgia
$64K -$7.37K -347 -10%
CFGS
43
Concourse Financial Group Securities
Alabama
$58K +$552 +26 +0.9%
SIS
44
Sound Income Strategies
Florida
$45K
SFM
45
Signet Financial Management
New Jersey
$42K +$42.8K +2,015 New
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$41K
CHC
47
City Holding Co
West Virginia
$37K
KCM
48
KRS Capital Management
Michigan
$37K +$38.2K +1,800 New
HI
49
Harbour Investments
Wisconsin
$36K -$14.9K -700 -29%
SPIA
50
Steward Partners Investment Advisory
New York
$35K +$616 +29 +2%

HPI Hedge Fund Activity: Q4 2021 in Review

66 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund (HPI) for Q4 2021, worth a combined $62.7M — down 3.9% from $65.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HPI positions and 7 closed out — a net gain of 4 holders — while 19 added to existing stakes and 12 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $591K. The largest seller was Morgan Stanley, cutting an estimated $456K.

  • 66 institutional investors held John Hancock Preferred Income Fund (HPI) as of Q4 2021, up from 63 in Q3 2021.
  • Funds reported $62.7M of John Hancock Preferred Income Fund stock for Q4 2021, down 3.9% quarter-over-quarter.
  • 11 funds opened new John Hancock Preferred Income Fund positions in Q4 2021 and 7 closed out, a net change of +4 holders.
  • The largest John Hancock Preferred Income Fund buyer in Q4 2021 was Guggenheim Capital, an estimated $591K added.
  • The largest John Hancock Preferred Income Fund seller in Q4 2021 was Morgan Stanley, an estimated $456K sold.

Based on aggregated 13F filings for Q4 2021.