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HPI

John Hancock Preferred Income Fund

66 hedge funds and large institutions have $62.7M invested in John Hancock Preferred Income Fund in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

5% more funds holding

Funds holding: 6366 (+3)

0.04% less ownership

Funds ownership: 11.25%11.21% (-0.04%)

4% less capital invested

Capital invested by funds: $65.2M → $62.7M (-$2.51M)

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
19
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$18.2M -$456K -21,470 -2%
UBS Group
2
UBS Group
Switzerland
$6.76M -$415K -19,565 -6%
Invesco
3
Invesco
Georgia
$5.21M +$231K +10,888 +5%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.79M +$63.9K +3,008 +2%
LPL Financial
5
LPL Financial
California
$3.11M +$108K +5,081 +4%
ARG
6
Advisory Resource Group
Oklahoma
$2.92M +$34.6K +1,629 +1%
KAS
7
Kestra Advisory Services
Texas
$2.42M -$363K -17,076 -13%
DTIM
8
Danda Trouve Investment Management
Kansas
$2.15M +$37.2K +1,754 +2%
TCMG
9
TSP Capital Management Group
New Jersey
$1.73M
GC
10
Guggenheim Capital
Illinois
$1.25M +$591K +27,846 +86%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.16M +$42.7K +2,012 +4%
HighTower Advisors
12
HighTower Advisors
Illinois
$1.05M +$17.1K +806 +2%
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
$986K +$28.2K +1,327 +3%
Cohen & Steers
14
Cohen & Steers
New York
$985K -$64.1K -3,018 -6%
Osaic Holdings
15
Osaic Holdings
Arizona
$972K -$105K -4,950 -10%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$859K -$446K -21,015 -34%
Wells Fargo
17
Wells Fargo
California
$842K +$41.4K +1,950 +5%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$568K -$11.9K -561 -2%
Bank of America
19
Bank of America
North Carolina
$528K -$278K -13,112 -34%
NA
20
NewEdge Advisors
Louisiana
$510K +$522K +24,578 New
CAN
21
Cetera Advisor Networks
California
$430K -$23.2K -1,095 -5%
RJA
22
Raymond James & Associates
Florida
$416K +$79.6K +3,748 +23%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$393K -$17.1K -805 -4%
Koshinski Asset Management
24
Koshinski Asset Management
Illinois
$366K +$6.35K +299 +2%
Mariner
25
Mariner
Kansas
$359K +$367K +17,280 New

HPI Hedge Fund Activity: Q4 2021 in Review

66 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund (HPI) for Q4 2021, worth a combined $62.7M — down 3.9% from $65.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HPI positions and 7 closed out — a net gain of 4 holders — while 19 added to existing stakes and 12 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $591K. The largest seller was Morgan Stanley, cutting an estimated $456K.

  • 66 institutional investors held John Hancock Preferred Income Fund (HPI) as of Q4 2021, up from 63 in Q3 2021.
  • Funds reported $62.7M of John Hancock Preferred Income Fund stock for Q4 2021, down 3.9% quarter-over-quarter.
  • 11 funds opened new John Hancock Preferred Income Fund positions in Q4 2021 and 7 closed out, a net change of +4 holders.
  • The largest John Hancock Preferred Income Fund buyer in Q4 2021 was Guggenheim Capital, an estimated $591K added.
  • The largest John Hancock Preferred Income Fund seller in Q4 2021 was Morgan Stanley, an estimated $456K sold.

Based on aggregated 13F filings for Q4 2021.