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HPI

John Hancock Preferred Income Fund
HPI

61 hedge funds and large institutions have $48.8M invested in John Hancock Preferred Income Fund in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $43.2M → $48.8M (+$5.63M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

0.82% less ownership

Funds ownership: 8.81% → 7.99% (-0.82%)

2% less funds holding

Funds holding: 62 → 61 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
17
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LWS
Lucia Wealth Services
California
+$584K
2
ONB
Old National Bancorp
Indiana
+$202K
3
AIP
Ahrens Investment Partners
Louisiana
+$193K
4
PMG
ProVise Management Group
Florida
+$191K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$177K

Top Sellers

Rank Fund Capital Flow
1
SAM
Selway Asset Management
-$3.25M
2
TCMG
TSP Capital Management Group
New Jersey
-$1.58M
3
CIA
Capital Investment Advisors
Georgia
-$516K
4
WAM
Weiss Asset Management
Massachusetts
-$292K
5
MAFM
Mid Atlantic Financial Management
Pennsylvania
-$220K
Name Holding Trade Value Shares
Change 		Change in
Stake
PB
51
Pinnacle Bancorp
Nebraska
$34K – – –
QCIG
52
Quad-Cities Investment Group
Iowa
$25K +$23.3K +1,100 New
FHA
53
Flagship Harbor Advisors
Massachusetts
$21K – – –
BAM
54
Barrett Asset Management
New York
$20K – – –
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$16K – – –
NWM
56
Northwest Wealth Management
Iowa
$14K – – –
WC
57
Westwind Capital
New Mexico
$9K – – –
WEC
58
Winslow Evans & Crocker
Massachusetts
$8K – – –
DWM
59
Destination Wealth Management
California
$6K +$127 +6 +2%
ASN
60
Advisory Services Network
Georgia
$5K – – –
FHB
61
First Hawaiian Bank
Hawaii
$4K – – –
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$3K – – –
WAM
63
Weiss Asset Management
Massachusetts
– -$292K -15,522 Closed
AAS
64
Annex Advisory Services
Wisconsin
– -$205K -10,882 Closed
FFW
65
Fusion Family Wealth
New York
– -$26K -1,400 Closed
IA
66
IFP Advisors
Florida
– -$20K -1,075 Closed
AIC
67
Ameritas Investment Company
Nebraska
– -$9K -500 Closed
1 2
3

HPI Hedge Fund Activity: Q1 2019 in Review

61 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund (HPI) for Q1 2019, worth a combined $48.8M — up 13% from $43.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of HPI and 5 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 17 added.

The largest buyer was Lucia Wealth Services, adding an estimated $584K. The largest seller was Selway Asset Management, cutting an estimated $3.25M.

  • 61 institutional investors held John Hancock Preferred Income Fund (HPI) as of Q1 2019, down from 62 in Q4 2018.
  • Funds reported $48.8M of John Hancock Preferred Income Fund stock for Q1 2019, up 13% quarter-over-quarter.
  • 5 funds opened new John Hancock Preferred Income Fund positions in Q1 2019 and 6 closed out, a net change of -1 holder.
  • The largest John Hancock Preferred Income Fund buyer in Q1 2019 was Lucia Wealth Services, an estimated $584K added.
  • The largest John Hancock Preferred Income Fund seller in Q1 2019 was Selway Asset Management, an estimated $3.25M sold.

Based on aggregated 13F filings for Q1 2019.