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HPI

John Hancock Preferred Income Fund

68 hedge funds and large institutions have $65.4M invested in John Hancock Preferred Income Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

4% more capital invested

Capital invested by funds: $62.8M → $65.4M (+$2.62M)

0.37% less ownership

Funds ownership: 11.6%11.24% (-0.37%)

1% less funds holding

Funds holding: 6968 (-1)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
22
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$43K
TFGT
52
TS Financial Group (TSFG)
Illinois
$43K
CFA
53
Carroll Financial Associates
North Carolina
$38K +$419 +20 +1%
GTAM
54
Global Trust Asset Management
Florida
$35K
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$34K
SPIA
56
Steward Partners Investment Advisory
New York
$30K -$43.8K -2,091 -60%
HFA
57
Hoover Financial Advisors
Pennsylvania
$30K
ASN
58
Advisory Services Network
Georgia
$23K +$22.2K +1,059 New
CBT
59
CoreFirst Bank & Trust
Kansas
$22K
AWA
60
Arkadios Wealth Advisors
Georgia
$21K +$17K +809 +447%
APA
61
American Portfolios Advisors
New York
$20.5K
BAM
62
Barrett Asset Management
New York
$19K
PSB
63
Piscataqua Savings Bank
New Hampshire
$17K
CTB
64
Country Trust Bank
Illinois
$16K
GEA
65
Glen Eagle Advisors
New Jersey
$10.8K
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$10K +$10.5K +502 New
TWM
67
Tradition Wealth Management
Minnesota
$9K +$8.39K +400 New
SCA
68
Stonebridge Capital Advisors
Minnesota
$8K +$4.19K +200 +100%
AA
69
AlphaMark Advisors
Kentucky
$4K
SFS
70
Shaker Financial Services
Virginia
-$1.36M -65,771 Closed
GG
71
Golden Green
South Carolina
-$893K -43,217 Closed
PPA
72
Parametric Portfolio Associates
Washington
-$323K -15,620 Closed
WAM
73
Wolverine Asset Management
Illinois
-$153K -7,445 Closed
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
-$49K -2,341 Closed
WT
75
Whittier Trust
California
-$41K -2,000 Closed

HPI Hedge Fund Activity: Q2 2021 in Review

68 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund (HPI) for Q2 2021, worth a combined $65.4M — up 4.2% from $62.8M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of HPI and 9 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 22 added.

The largest buyer was Morgan Stanley, adding an estimated $656K. The largest seller was TSP Capital Management Group, exiting entirely with an estimated $1.7M sold.

  • 68 institutional investors held John Hancock Preferred Income Fund (HPI) as of Q2 2021, down from 69 in Q1 2021.
  • Funds reported $65.4M of John Hancock Preferred Income Fund stock for Q2 2021, up 4.2% quarter-over-quarter.
  • 9 funds opened new John Hancock Preferred Income Fund positions in Q2 2021 and 10 closed out, a net change of -1 holder.
  • The largest John Hancock Preferred Income Fund buyer in Q2 2021 was Morgan Stanley, an estimated $656K added.
  • The largest John Hancock Preferred Income Fund seller in Q2 2021 was TSP Capital Management Group, an estimated $1.7M sold.

Based on aggregated 13F filings for Q2 2021.