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HPI

John Hancock Preferred Income Fund

66 hedge funds and large institutions have $62.7M invested in John Hancock Preferred Income Fund in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

5% more funds holding

Funds holding: 6366 (+3)

0.04% less ownership

Funds ownership: 11.25%11.21% (-0.04%)

4% less capital invested

Capital invested by funds: $65.2M → $62.7M (-$2.51M)

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
19
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GTAM
51
Global Trust Asset Management
Florida
$33K
US Bancorp
52
US Bancorp
Minnesota
$27K
CBT
53
CoreFirst Bank & Trust
Kansas
$21K
APA
54
American Portfolios Advisors
New York
$19.7K
PSB
55
Piscataqua Savings Bank
New Hampshire
$17K
WAM
56
Wolverine Asset Management
Illinois
$16K +$17K +800 New
CTB
57
Country Trust Bank
Illinois
$15K
CA
58
CoreCap Advisors
Michigan
$13K +$13.6K +639 New
GEA
59
Glen Eagle Advisors
New Jersey
$10.4K
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$10K +$255 +12 +2%
TWM
61
Tradition Wealth Management
Minnesota
$8K
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$7K +$7.07K +333 New
NFG
63
Next Financial Group
Texas
$7K +$7.22K +340 New
AWM
64
Avior Wealth Management
Nebraska
$6K +$106 +5 +2%
AA
65
AlphaMark Advisors
Kentucky
$4K
SCA
66
Stonebridge Capital Advisors
Minnesota
$4K
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$4K +$4.25K +200 New
CI
68
CX Institutional
Indiana
-$166K -7,720 Closed
TFGT
69
TS Financial Group (TSFG)
Illinois
-$43K -2,000 Closed
CFA
70
Carroll Financial Associates
North Carolina
-$38K -1,800 Closed
HA
71
Herold Advisors
New York
-$31K -1,455 Closed
Citigroup
72
Citigroup
New York
-$26K -1,218 Closed
BAM
73
Barrett Asset Management
New York
-$19K -900 Closed
AWA
74
Arkadios Wealth Advisors
Georgia
-$2K -136 Closed

HPI Hedge Fund Activity: Q4 2021 in Review

66 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund (HPI) for Q4 2021, worth a combined $62.7M — down 3.9% from $65.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HPI positions and 7 closed out — a net gain of 4 holders — while 19 added to existing stakes and 12 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $591K. The largest seller was Morgan Stanley, cutting an estimated $456K.

  • 66 institutional investors held John Hancock Preferred Income Fund (HPI) as of Q4 2021, up from 63 in Q3 2021.
  • Funds reported $62.7M of John Hancock Preferred Income Fund stock for Q4 2021, down 3.9% quarter-over-quarter.
  • 11 funds opened new John Hancock Preferred Income Fund positions in Q4 2021 and 7 closed out, a net change of +4 holders.
  • The largest John Hancock Preferred Income Fund buyer in Q4 2021 was Guggenheim Capital, an estimated $591K added.
  • The largest John Hancock Preferred Income Fund seller in Q4 2021 was Morgan Stanley, an estimated $456K sold.

Based on aggregated 13F filings for Q4 2021.