HPI

John Hancock Preferred Income Fund
HPI

Overview Fund Activity

59 hedge funds and large institutions have $51.9M invested in John Hancock Preferred Income Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-1
Holders Change %
-1.67%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.58M
2
SFS
2
Shaker Financial Services
Virginia
$1.08M
3
RJA
3
Raymond James & Associates
Florida
$799K
4
LPL Financial
4
LPL Financial
California
$2.47M
5
KAS
5
Kestra Advisory Services
Texas
$1.69M

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$0
2
UBS Group
2
UBS Group
Switzerland
$4.85M
3
IAIM
3
International Assets Investment Management
Florida
$0
4
GC
4
Guggenheim Capital
Illinois
$2.06M
5
SS
5
Simplicity Solutions
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MSWM
26
McGlone Suttner Wealth Management
Wisconsin
$337K +$213 +14 +0.1%
AWG
27
Altus Wealth Group
Colorado
$322K – – –
PAG
28
Private Advisor Group
New Jersey
$322K +$3.73K +245 +1%
AWE
29
Avidian Wealth Enterprises
Texas
$320K – – –
SAM
30
Selway Asset Management
$318K +$4.11K +270 +1%
Cohen & Steers
31
Cohen & Steers
New York
$301K +$68.2K +4,478 +29%
HIA
32
Harbor Investment Advisory
Maryland
$254K – – –
WS
33
Wedbush Securities
California
$247K -$7.6K -500 -3%
SFS
34
Sowell Financial Services
Arkansas
$245K – – –
Mariner
35
Mariner
Kansas
$233K -$4.42K -290 -2%
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$232K -$24.3K -1,594 -9%
MCM
37
McRae Capital Management
New Jersey
$219K – – –
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$209K +$96K +6,306 +85%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$197K -$249K -16,366 -56%
KFGK
40
Keystone Financial Group (Kentucky)
Kentucky
$191K +$191K +12,562 New
MFG
41
Merit Financial Group
Georgia
$157K – – –
LFAS
42
Level Four Advisory Services
Texas
$152K +$152K +10,002 New
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$115K +$17.5K +1,146 +18%
GWM
44
Geneos Wealth Management
Colorado
$51.5K – – –
CFB
45
Cullen/Frost Bankers
Texas
$47.4K +$47.4K +3,113 New
AWM
46
Avior Wealth Management
Nebraska
$34K +$838 +55 +3%
SIS
47
Sound Income Strategies
Florida
$32.7K – – –
CHC
48
City Holding Co
West Virginia
$30.5K – – –
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$30.4K – – –
SPIA
50
Steward Partners Investment Advisory
New York
$27.7K – – –
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