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HPI

John Hancock Preferred Income Fund

63 hedge funds and large institutions have $65.2M invested in John Hancock Preferred Income Fund in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

0.01% more ownership

Funds ownership: 11.24%11.25% (+0.01%)

0% less capital invested

Capital invested by funds: $65.4M → $65.2M (-$186K)

7% less funds holding

Funds holding: 6863 (-5)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
63
Holders Change
-5
Holders Change %
-7.35%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
21
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.3M +$827K +38,128 +4%
UBS Group
2
UBS Group
Switzerland
$7.43M +$475K +21,882 +7%
Invesco
3
Invesco
Georgia
$5.16M +$6.42K +296 +0.1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.86M +$92.8K +4,277 +2%
ARG
5
Advisory Resource Group
Oklahoma
$3.19M -$196K -9,050 -6%
LPL Financial
6
LPL Financial
California
$3.11M +$147K +6,798 +5%
KAS
7
Kestra Advisory Services
Texas
$2.88M +$253K +11,684 +10%
DTIM
8
Danda Trouve Investment Management
Kansas
$2.19M +$59.5K +2,743 +3%
TCMG
9
TSP Capital Management Group
New Jersey
$1.83M
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.34M -$16.5K -760 -1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.15M -$23.6K -1,090 -2%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.11M +$154K +7,091 +16%
Cohen & Steers
13
Cohen & Steers
New York
$1.09M -$275K -12,695 -20%
HighTower Advisors
14
HighTower Advisors
Illinois
$1.07M +$20.5K +945 +2%
Fiera Capital (Canada)
15
Fiera Capital (Canada)
Quebec, Canada
$993K
Wells Fargo
16
Wells Fargo
California
$831K +$103K +4,766 +14%
Bank of America
17
Bank of America
North Carolina
$829K +$312K +14,366 +59%
GC
18
Guggenheim Capital
Illinois
$692K +$461K +21,235 +193%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$600K -$234K -10,774 -28%
CAN
20
Cetera Advisor Networks
California
$469K -$43.7K -2,016 -8%
MAFM
21
Mid Atlantic Financial Management
Pennsylvania
$446K -$226K -10,400 -33%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$424K +$129K +5,941 +43%
Koshinski Asset Management
23
Koshinski Asset Management
Illinois
$373K -$9.3K -429 -2%
WS
24
Wedbush Securities
California
$360K -$10.8K -500 -3%
BMM
25
Buffington Mohr McNeal
Idaho
$360K

HPI Hedge Fund Activity: Q3 2021 in Review

63 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund (HPI) for Q3 2021, worth a combined $65.2M — down 0.28% from $65.4M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of HPI and 3 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 21 added.

The largest buyer was Morgan Stanley, adding an estimated $827K. The largest seller was Kerntke Otto McGlone Wealth Management Group, exiting entirely with an estimated $583K sold.

  • 63 institutional investors held John Hancock Preferred Income Fund (HPI) as of Q3 2021, down from 68 in Q2 2021.
  • Funds reported $65.2M of John Hancock Preferred Income Fund stock for Q3 2021, down 0.28% quarter-over-quarter.
  • 3 funds opened new John Hancock Preferred Income Fund positions in Q3 2021 and 6 closed out, a net change of -3 holders.
  • The largest John Hancock Preferred Income Fund buyer in Q3 2021 was Morgan Stanley, an estimated $827K added.
  • The largest John Hancock Preferred Income Fund seller in Q3 2021 was Kerntke Otto McGlone Wealth Management Group, an estimated $583K sold.

Based on aggregated 13F filings for Q3 2021.