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HPI

John Hancock Preferred Income Fund

62 hedge funds and large institutions have $35M invested in John Hancock Preferred Income Fund in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.55% less ownership

Funds ownership: 8.7%8.15% (-0.55%)

9% less funds holding

Funds holding: 6862 (-6)

34% less capital invested

Capital invested by funds: $53.4M → $35M (-$18.4M)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
62
Holders Change
-6
Holders Change %
-8.82%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
17
Reduced
16
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
51
Flagship Harbor Advisors
Massachusetts
$15K
BAM
52
Barrett Asset Management
New York
$14K
NFG
53
Next Financial Group
Texas
$12K
EIP
54
Ellis Investment Partners
Pennsylvania
$9K +$168 +8 +1%
APA
55
American Portfolios Advisors
New York
$8.84K -$39.8K -1,900 -78%
GEA
56
Glen Eagle Advisors
New Jersey
$8.04K
WC
57
Westwind Capital
New Mexico
$6K
WEC
58
Winslow Evans & Crocker
Massachusetts
$6K
ASN
59
Advisory Services Network
Georgia
$4K
MWM
60
MBE Wealth Management
Wisconsin
$4K +$5.24K +250 New
SCA
61
Stonebridge Capital Advisors
Minnesota
$3K
NL
62
NWAM LLC
Washington
$329 -$17.8K -850 -4%
LCM
63
Landscape Capital Management
New Jersey
-$951K -41,704 Closed
IAA
64
Independent Advisor Alliance
North Carolina
-$488K -21,413 Closed
WAM
65
Wolverine Asset Management
Illinois
-$474K -20,802 Closed
AIP
66
Ahrens Investment Partners
Louisiana
-$458K -20,100 Closed
Millennium Management
67
Millennium Management
New York
-$448K -19,631 Closed
JWCA
68
J.W. Cole Advisors
Florida
-$376K -16,493 Closed
PMG
69
ProVise Management Group
Florida
-$223K -9,772 Closed
FIA
70
FNY Investment Advisers
New York
-$41K -1,800 Closed
FHA
71
First Horizon Advisors
Tennessee
-$36K -1,594 Closed
PA
72
PSI Advisors
Florida
-$5K -250 Closed
Fidelity Investments
73
Fidelity Investments
Massachusetts
+$21 +1 New

HPI Hedge Fund Activity: Q1 2020 in Review

62 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund (HPI) for Q1 2020, worth a combined $35M — down 34% from $53.4M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of HPI and 6 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 17 added.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $1.27M. The largest seller was Envestnet Asset Management, cutting an estimated $2M.

  • 62 institutional investors held John Hancock Preferred Income Fund (HPI) as of Q1 2020, down from 68 in Q4 2019.
  • Funds reported $35M of John Hancock Preferred Income Fund stock for Q1 2020, down 34% quarter-over-quarter.
  • 6 funds opened new John Hancock Preferred Income Fund positions in Q1 2020 and 10 closed out, a net change of -4 holders.
  • The largest John Hancock Preferred Income Fund buyer in Q1 2020 was AE Wealth Management, an estimated $1.27M added.
  • The largest John Hancock Preferred Income Fund seller in Q1 2020 was Envestnet Asset Management, an estimated $2M sold.

Based on aggregated 13F filings for Q1 2020.