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HPI

John Hancock Preferred Income Fund
HPI

62 hedge funds and large institutions have $57.6M invested in John Hancock Preferred Income Fund in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

11% more funds holding

Funds holding: 56 → 62 (+6)

0.07% more ownership

Funds ownership: 12.9% → 12.96% (+0.07%)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

10% less capital invested

Capital invested by funds: $64.2M → $57.6M (-$6.66M)

Holders
62
Holders Change
+6
Holders Change %
+10.71%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
15
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$610K
2
LSIA
LaSalle St. Investment Advisors
Illinois
+$471K
3
UBS Group
UBS Group
Switzerland
+$379K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$366K
5
Invesco
Invesco
Georgia
+$328K

Top Sellers

1
GRP
Global Retirement Partners
California
-$948K
2
AWS
Atria Wealth Solutions
New York
-$437K
3
GC
Guggenheim Capital
Illinois
-$379K
4
KAS
Kestra Advisory Services
Texas
-$329K
5
SFS
Sowell Financial Services
Arkansas
-$207K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
26
Avidian Wealth Enterprises
Texas
$349K – – –
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$343K +$366K +20,649 New
EAM
28
Everstar Asset Management
North Carolina
$341K -$53.2K -3,000 -13%
MCFP
29
Mallini Complete Financial Planning
Florida
$301K +$321K +18,098 New
SAM
30
Selway Asset Management
$299K +$1.95K +110 +0.6%
AWS
31
Atria Wealth Solutions
New York
$295K -$437K -24,645 -58%
BRWA
32
B. Riley Wealth Advisors
Florida
$282K +$12.9K +728 +5%
PAG
33
Private Advisor Group
New Jersey
$278K -$37.4K -2,107 -11%
WS
34
Wedbush Securities
California
$198K – – –
MFG
35
Merit Financial Group
Georgia
$175K +$187K +10,516 New
HHGA
36
Halbert Hargrove Global Advisors
California
$127K +$135K +7,620 New
HIA
37
Harbor Investment Advisory
Maryland
$86.1K -$5.77K -325 -6%
CFB
38
Cullen/Frost Bankers
Texas
$51.8K – – –
AG
39
AmeriFlex Group
Nevada
$46.4K +$47.5K +2,677 New
GWM
40
Geneos Wealth Management
Colorado
$44.6K -$7.1K -400 -13%
WAM
41
Wolverine Asset Management
Illinois
$44.1K +$47K +2,649 New
TF
42
Tandem Financial
Colorado
$39.9K +$42.3K +2,381 New
SIS
43
Sound Income Strategies
Florida
$35.8K – – –
CHC
44
City Holding Co
West Virginia
$33.2K – – –
SPIA
45
Steward Partners Investment Advisory
New York
$30.3K – – –
OIA
46
Optimum Investment Advisors
Illinois
$25.9K – – –
WT
47
Washington Trust
Rhode Island
$25.8K +$27.5K +1,550 New
AF
48
Allworth Financial
California
$25.2K +$9.48K +534 +56%
PA
49
Parallel Advisors
California
$16.6K – – –
BF
50
BOK Financial
Oklahoma
$15.8K – – –
1
2
3

HPI Hedge Fund Activity: Q4 2024 in Review

62 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund (HPI) for Q4 2024, worth a combined $57.6M — down 10% from $64.2M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new HPI positions and 6 closed out — a net gain of 8 holders — while 15 added to existing stakes and 16 trimmed.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $610K. The largest seller was Global Retirement Partners, cutting an estimated $948K.

  • 62 institutional investors held John Hancock Preferred Income Fund (HPI) as of Q4 2024, up from 56 in Q3 2024.
  • Funds reported $57.6M of John Hancock Preferred Income Fund stock for Q4 2024, down 10% quarter-over-quarter.
  • 14 funds opened new John Hancock Preferred Income Fund positions in Q4 2024 and 6 closed out, a net change of +8 holders.
  • The largest John Hancock Preferred Income Fund buyer in Q4 2024 was Cohen & Steers, an estimated $610K added.
  • The largest John Hancock Preferred Income Fund seller in Q4 2024 was Global Retirement Partners, an estimated $948K sold.

Based on aggregated 13F filings for Q4 2024.