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HPI

John Hancock Preferred Income Fund

62 hedge funds and large institutions have $42.1M invested in John Hancock Preferred Income Fund in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $39.6M → $42.1M (+$2.51M)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

0% more ownership

Funds ownership: 7.44%7.44% (+0%)

2% less funds holding

Funds holding: 6362 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
62
Holders Change
-1
Holders Change %
-1.59%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
17
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$5.55M -$942K -45,024 -15%
LWS
2
Lucia Wealth Services
California
$5.38M +$113K +5,418 +2%
SAM
3
Selway Asset Management
$4.38M -$73.2K -3,495 -2%
Invesco
4
Invesco
Georgia
$3.86M -$45.3K -2,162 -1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.77M +$163K +7,769 +7%
Morgan Stanley
6
Morgan Stanley
New York
$2.33M -$17.5K -835 -0.8%
LPL Financial
7
LPL Financial
California
$2.25M -$35.4K -1,693 -2%
TCMG
8
TSP Capital Management Group
New Jersey
$1.59M +$31K +1,480 +2%
Bank of America
9
Bank of America
North Carolina
$1.38M -$4.06K -194 -0.3%
Wells Fargo
10
Wells Fargo
California
$1.26M -$154K -7,336 -11%
Ameriprise
11
Ameriprise
Minnesota
$985K -$15.2K -727 -2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$974K +$565K +26,987 +152%
AG
13
Advisor Group
Arizona
$869K +$42.5K +2,031 +5%
Cohen & Steers
14
Cohen & Steers
New York
$821K +$372K +17,756 +89%
CIA
15
Capital Investment Advisors
Georgia
$732K +$16.7K +800 +2%
RJA
16
Raymond James & Associates
Florida
$569K +$34.6K +1,654 +7%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$474K +$456K +21,780 New
NL
18
NWAM LLC
Washington
$464K
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$463K +$7.66K +366 +2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$400K +$36.8K +1,756 +11%
MBT
21
Monroe Bank & Trust
Michigan
$385K
GWM
22
Geneos Wealth Management
Colorado
$374K -$210K -10,019 -37%
MCM
23
McRae Capital Management
New Jersey
$364K -$7.85K -375 -2%
OIA
24
Optimum Investment Advisors
Illinois
$264K +$4.19K +200 +2%
AAS
25
Annex Advisory Services
Wisconsin
$259K -$25.6K -1,225 -9%

HPI Hedge Fund Activity: Q2 2018 in Review

62 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund (HPI) for Q2 2018, worth a combined $42.1M — up 6.3% from $39.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of HPI and 8 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 17 added.

The largest buyer was Envestnet Asset Management, adding an estimated $565K. The largest seller was UBS Group, cutting an estimated $942K.

  • 62 institutional investors held John Hancock Preferred Income Fund (HPI) as of Q2 2018, down from 63 in Q1 2018.
  • Funds reported $42.1M of John Hancock Preferred Income Fund stock for Q2 2018, up 6.3% quarter-over-quarter.
  • 8 funds opened new John Hancock Preferred Income Fund positions in Q2 2018 and 9 closed out, a net change of -1 holder.
  • The largest John Hancock Preferred Income Fund buyer in Q2 2018 was Envestnet Asset Management, an estimated $565K added.
  • The largest John Hancock Preferred Income Fund seller in Q2 2018 was UBS Group, an estimated $942K sold.

Based on aggregated 13F filings for Q2 2018.