We are live on ! Find out more
HPI

John Hancock Preferred Income Fund

60 hedge funds and large institutions have $58.3M invested in John Hancock Preferred Income Fund in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

3% more funds holding

Funds holding: 5860 (+2)

0.34% more ownership

Funds ownership: 11.98%12.32% (+0.34%)

7% less capital invested

Capital invested by funds: $62.7M → $58.3M (-$4.4M)

Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
21
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$335K +$1.62K +90 +0.5%
Mariner
27
Mariner
Kansas
$303K -$8.85K -493 -3%
Koshinski Asset Management
28
Koshinski Asset Management
Illinois
$303K +$4.74K +264 +2%
PAG
29
Private Advisor Group
New Jersey
$302K +$69.7K +3,882 +29%
RJA
30
Raymond James & Associates
Florida
$296K -$20.2K -1,124 -6%
BMM
31
Buffington Mohr McNeal
Idaho
$293K
HIA
32
Harbor Investment Advisory
Maryland
$292K
MCM
33
McRae Capital Management
New Jersey
$288K
SFS
34
Sowell Financial Services
Arkansas
$281K +$288K +16,067 New
BRWA
35
B. Riley Wealth Advisors
Florida
$244K +$35.9K +2,000 +17%
Lazard Asset Management
36
Lazard Asset Management
New York
$225K +$228K +12,725 +7,109%
GWM
37
Geneos Wealth Management
Colorado
$192K
MFG
38
Merit Financial Group
Georgia
$181K
SWM
39
SeaCrest Wealth Management
New York
$162K +$166K +9,249 New
CI
40
CX Institutional
Indiana
$126K +$130K +7,220 New
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$123K
SWM
42
Sugarloaf Wealth Management
Georgia
$55K +$592 +33 +1%
SIS
43
Sound Income Strategies
Florida
$38K
IA
44
IFP Advisors
Florida
$37K
OIA
45
Optimum Investment Advisors
Illinois
$37K
CHC
46
City Holding Co
West Virginia
$35K
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$35K
AWM
48
Avior Wealth Management
Nebraska
$35K +$718 +40 +2%
SPIA
49
Steward Partners Investment Advisory
New York
$31K +$628 +35 +2%
GTAM
50
Global Trust Asset Management
Florida
$28K

HPI Hedge Fund Activity: Q2 2022 in Review

60 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund (HPI) for Q2 2022, worth a combined $58.3M — down 7% from $62.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HPI positions and 4 closed out — a net gain of 2 holders — while 21 added to existing stakes and 14 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $770K. The largest seller was Invesco, cutting an estimated $606K.

  • 60 institutional investors held John Hancock Preferred Income Fund (HPI) as of Q2 2022, up from 58 in Q1 2022.
  • Funds reported $58.3M of John Hancock Preferred Income Fund stock for Q2 2022, down 7% quarter-over-quarter.
  • 6 funds opened new John Hancock Preferred Income Fund positions in Q2 2022 and 4 closed out, a net change of +2 holders.
  • The largest John Hancock Preferred Income Fund buyer in Q2 2022 was Kestra Advisory Services, an estimated $770K added.
  • The largest John Hancock Preferred Income Fund seller in Q2 2022 was Invesco, an estimated $606K sold.

Based on aggregated 13F filings for Q2 2022.