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HPI

John Hancock Preferred Income Fund

47 hedge funds and large institutions have $40.8M invested in John Hancock Preferred Income Fund in 2017 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

1.01% less ownership

Funds ownership: 7.95%6.94% (-1%)

10% less funds holding

Funds holding: 5247 (-5)

10% less capital invested

Capital invested by funds: $45.3M → $40.8M (-$4.52M)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
47
Holders Change
-5
Holders Change %
-9.62%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
1
Increased
15
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$6.91M -$47.9K -2,197 -0.7%
Invesco
2
Invesco
Georgia
$5.48M -$7.35K -337 -0.1%
SAM
3
Selway Asset Management
$3.88M -$318K -14,575 -8%
Morgan Stanley
4
Morgan Stanley
New York
$2.54M +$129K +5,910 +5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.54M +$146K +6,677 +6%
Wells Fargo
6
Wells Fargo
California
$1.78M +$78.2K +3,582 +5%
LPL Financial
7
LPL Financial
California
$1.61M -$1.87M -85,624 -54%
Bank of America
8
Bank of America
North Carolina
$1.59M -$49.5K -2,267 -3%
TCMG
9
TSP Capital Management Group
New Jersey
$1.41M
Ameriprise
10
Ameriprise
Minnesota
$1.35M +$312K +14,290 +30%
CIA
11
Capital Investment Advisors
Georgia
$1.13M -$1.44K -66 -0.1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.12M -$1.27M -58,191 -53%
RJA
13
Raymond James & Associates
Florida
$781K +$138K +6,310 +21%
GWM
14
Geneos Wealth Management
Colorado
$760K +$1K +46 +0.1%
GC
15
Guggenheim Capital
Illinois
$569K -$247K -11,336 -30%
AG
16
Advisor Group
Arizona
$473K +$71.7K +3,288 +18%
NL
17
NWAM LLC
Washington
$459K +$58.7K +2,692 +15%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$437K -$98.2K -4,500 -18%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$427K +$51.1K +2,343 +14%
IA
20
IFP Advisors
Florida
$418K +$119K +5,459 +40%
Truist Financial
21
Truist Financial
North Carolina
$413K
ICOA
22
Investment Centers of America
North Dakota
$400K -$691K -31,675 -63%
PAG
23
Private Advisor Group
New Jersey
$391K -$22.4K -1,028 -5%
MBT
24
Monroe Bank & Trust
Michigan
$386K
WA
25
WFG Advisors
Texas
$366K +$37.1K +1,700 +11%

HPI Hedge Fund Activity: Q2 2017 in Review

47 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund (HPI) for Q2 2017, worth a combined $40.8M — down 10% from $45.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of HPI and 1 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 15 added.

The largest buyer was Ameriprise, adding an estimated $312K. The largest seller was LPL Financial, cutting an estimated $1.87M.

  • 47 institutional investors held John Hancock Preferred Income Fund (HPI) as of Q2 2017, down from 52 in Q1 2017.
  • Funds reported $40.8M of John Hancock Preferred Income Fund stock for Q2 2017, down 10% quarter-over-quarter.
  • 1 fund opened new John Hancock Preferred Income Fund positions in Q2 2017 and 5 closed out, a net change of -4 holders.
  • The largest John Hancock Preferred Income Fund buyer in Q2 2017 was Ameriprise, an estimated $312K added.
  • The largest John Hancock Preferred Income Fund seller in Q2 2017 was LPL Financial, an estimated $1.87M sold.

Based on aggregated 13F filings for Q2 2017.