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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
KTC
51
Kentucky Trust Company
Kentucky
$14.4K +$15.4K +867 New
SWM
52
Sanctuary Wealth Management
Idaho
$11.6K – – –
PTC
53
Private Trust Company
Ohio
$9.2K – – –
MCM
54
MAI Capital Management
Ohio
$9.15K +$9.76K +550 New
CA
55
Clearstead Advisors
Ohio
$9.13K – – –
AA
56
AlphaMark Advisors
Kentucky
$9K +$195 +11 +2%
EC
57
Elequin Capital
New York
$8.73K +$9.32K +525 New
OP
58
ORG Partners
Indiana
$8.31K – – –
PSB
59
Piscataqua Savings Bank
New Hampshire
$6.65K – – –
SWM
60
Sugarloaf Wealth Management
Georgia
$6.4K – – –
PBK
61
Peoples Bank (Kansas)
Kansas
$3.32K – – –
WB
62
Webster Bank
Connecticut
$2.73K – – –
SFS
63
Sowell Financial Services
Arkansas
– -$207K -10,900 Closed
MA
64
Mutual Advisors
Nebraska
– -$187K -10,217 Closed
US Bancorp
65
US Bancorp
Minnesota
– -$94.8K -5,000 Closed
AWA
66
Archvest Wealth Advisors
California
– -$63.5K -3,350 Closed
CA
67
CoreCap Advisors
Michigan
– -$35.5K -1,875 Closed
HGERS
68
Householder Group Estate & Retirement Specialist
Arizona
– -$1K -62 Closed
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.