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HPI

John Hancock Preferred Income Fund

58 hedge funds and large institutions have $62.7M invested in John Hancock Preferred Income Fund in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

0.77% more ownership

Funds ownership: 11.21%11.98% (+0.77%)

0% less capital invested

Capital invested by funds: $62.7M → $62.7M (-$75.6K)

12% less funds holding

Funds holding: 6658 (-8)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
58
Holders Change
-8
Holders Change %
-12.12%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
21
Reduced
12
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$344K +$9.46K +493 +3%
WS
27
Wedbush Securities
California
$333K
Koshinski Asset Management
28
Koshinski Asset Management
Illinois
$329K -$12.2K -638 -4%
BMM
29
Buffington Mohr McNeal
Idaho
$324K
HIA
30
Harbor Investment Advisory
Maryland
$323K
MCM
31
McRae Capital Management
New Jersey
$318K
SAM
32
Selway Asset Management
$311K
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$274K +$267K +13,940 +6,970%
Northern Trust
34
Northern Trust
Illinois
$265K
PAG
35
Private Advisor Group
New Jersey
$258K +$576 +30 +0.2%
BRWA
36
B. Riley Wealth Advisors
Florida
$231K +$229K +11,917 New
GWM
37
Geneos Wealth Management
Colorado
$210K
MFG
38
Merit Financial Group
Georgia
$200K
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$135K
CFGS
40
Concourse Financial Group Securities
Alabama
$69K +$15.8K +822 +30%
SWM
41
Sugarloaf Wealth Management
Georgia
$61K +$384 +20 +0.6%
SIS
42
Sound Income Strategies
Florida
$42K
OIA
43
Optimum Investment Advisors
Illinois
$41K -$34.5K -1,800 -46%
CHC
44
City Holding Co
West Virginia
$39K
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$39K
AWM
46
Avior Wealth Management
Nebraska
$38K +$32.5K +1,692 +549%
IA
47
IFP Advisors
Florida
$37K +$32.6K +1,700 New
SPIA
48
Steward Partners Investment Advisory
New York
$33K +$652 +34 +2%
GTAM
49
Global Trust Asset Management
Florida
$31K
HA
50
Herold Advisors
New York
$28.2K +$27.9K +1,455 New

HPI Hedge Fund Activity: Q1 2022 in Review

58 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund (HPI) for Q1 2022, worth a combined $62.7M — down 0.12% from $62.7M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of HPI and 5 opened new positions — a net loss of 6 holders — while 12 trimmed existing stakes and 21 added.

The largest buyer was Morgan Stanley, adding an estimated $1.75M. The largest seller was Millennium Management, exiting entirely with an estimated $343K sold.

  • 58 institutional investors held John Hancock Preferred Income Fund (HPI) as of Q1 2022, down from 66 in Q4 2021.
  • Funds reported $62.7M of John Hancock Preferred Income Fund stock for Q1 2022, down 0.12% quarter-over-quarter.
  • 5 funds opened new John Hancock Preferred Income Fund positions in Q1 2022 and 11 closed out, a net change of -6 holders.
  • The largest John Hancock Preferred Income Fund buyer in Q1 2022 was Morgan Stanley, an estimated $1.75M added.
  • The largest John Hancock Preferred Income Fund seller in Q1 2022 was Millennium Management, an estimated $343K sold.

Based on aggregated 13F filings for Q1 2022.