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HPI

John Hancock Preferred Income Fund

52 hedge funds and large institutions have $44M invested in John Hancock Preferred Income Fund in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

11% more funds holding

Funds holding: 4752 (+5)

0.65% more ownership

Funds ownership: 7.43%8.08% (+0.65%)

1% less capital invested

Capital invested by funds: $44.6M → $44M (-$582K)

Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
17
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$6.66M +$113K +5,514 +2%
Invesco
2
Invesco
Georgia
$5.13M +$285K +13,946 +6%
SAM
3
Selway Asset Management
$3.76M +$933K +45,600 +33%
LPL Financial
4
LPL Financial
California
$2.93M +$46.7K +2,280 +2%
Morgan Stanley
5
Morgan Stanley
New York
$2.58M -$790K -38,620 -23%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.29M +$304K +14,855 +15%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.17M +$94.3K +4,610 +5%
PTCG
8
Pring Turner Capital Group
California
$1.68M +$4.77K +233 +0.3%
Bank of America
9
Bank of America
North Carolina
$1.44M +$383K +18,708 +36%
Wells Fargo
10
Wells Fargo
California
$1.33M +$91.6K +4,478 +7%
TCMG
11
TSP Capital Management Group
New Jersey
$1.25M
ICOA
12
Investment Centers of America
North Dakota
$1.11M +$669K +32,682 +146%
LCM
13
Laurion Capital Management
New York
$1.1M +$1.11M +54,188 New
CIA
14
Capital Investment Advisors
Georgia
$1.09M -$77K -3,762 -7%
Ameriprise
15
Ameriprise
Minnesota
$1.07M +$171K +8,375 +19%
GC
16
Guggenheim Capital
Illinois
$843K -$96.7K -4,725 -10%
GWM
17
Geneos Wealth Management
Colorado
$707K -$1.62K -79 -0.2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$500K -$3.48K -170 -0.7%
RJA
19
Raymond James & Associates
Florida
$482K +$143K +6,999 +42%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$472K -$28.3K -1,382 -6%
VC
21
Vicus Capital
Pennsylvania
$457K -$172K -8,382 -27%
Citigroup
22
Citigroup
New York
$443K +$445K +21,762 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$364K +$62.7K +3,062 +21%
MBT
24
Monroe Bank & Trust
Michigan
$360K
NL
25
NWAM LLC
Washington
$355K -$17.4K -850 -5%

HPI Hedge Fund Activity: Q4 2016 in Review

52 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund (HPI) for Q4 2016, worth a combined $44M — down 1.3% from $44.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HPI positions and 2 closed out — a net gain of 6 holders — while 17 added to existing stakes and 15 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $1.11M. The largest seller was Morgan Stanley, cutting an estimated $790K.

  • 52 institutional investors held John Hancock Preferred Income Fund (HPI) as of Q4 2016, up from 47 in Q3 2016.
  • Funds reported $44M of John Hancock Preferred Income Fund stock for Q4 2016, down 1.3% quarter-over-quarter.
  • 8 funds opened new John Hancock Preferred Income Fund positions in Q4 2016 and 2 closed out, a net change of +6 holders.
  • The largest John Hancock Preferred Income Fund buyer in Q4 2016 was Laurion Capital Management, an estimated $1.11M added.
  • The largest John Hancock Preferred Income Fund seller in Q4 2016 was Morgan Stanley, an estimated $790K sold.

Based on aggregated 13F filings for Q4 2016.