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HPI

John Hancock Preferred Income Fund

58 hedge funds and large institutions have $62.7M invested in John Hancock Preferred Income Fund in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

0.77% more ownership

Funds ownership: 11.21%11.98% (+0.77%)

0% less capital invested

Capital invested by funds: $62.7M → $62.7M (-$75.6K)

12% less funds holding

Funds holding: 6658 (-8)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
58
Holders Change
-8
Holders Change %
-12.12%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
21
Reduced
12
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$18.7M +$1.75M +91,326 +10%
UBS Group
2
UBS Group
Switzerland
$6.04M -$270K -14,068 -4%
Invesco
3
Invesco
Georgia
$5.3M +$445K +23,194 +9%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.71M +$173K +9,021 +5%
LPL Financial
5
LPL Financial
California
$2.82M -$78.4K -4,084 -3%
ARG
6
Advisory Resource Group
Oklahoma
$2.6M -$295K -15,353 -10%
KAS
7
Kestra Advisory Services
Texas
$2.09M -$167K -8,714 -7%
DTIM
8
Danda Trouve Investment Management
Kansas
$2.07M +$63.8K +3,323 +3%
GC
9
Guggenheim Capital
Illinois
$2.06M +$894K +46,615 +78%
TCMG
10
TSP Capital Management Group
New Jersey
$1.67M
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.32M +$515K +26,845 +65%
Fiera Capital (Canada)
12
Fiera Capital (Canada)
Quebec, Canada
$1.19M +$269K +14,005 +29%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$995K -$82.3K -4,292 -8%
AWS
14
Atria Wealth Solutions
New York
$983K +$974K +50,784 New
Osaic Holdings
15
Osaic Holdings
Arizona
$972K +$67K +3,490 +7%
Wells Fargo
16
Wells Fargo
California
$743K -$41.1K -2,144 -5%
Cohen & Steers
17
Cohen & Steers
New York
$738K -$180K -9,357 -20%
HighTower Advisors
18
HighTower Advisors
Illinois
$726K -$248K -12,903 -26%
Bank of America
19
Bank of America
North Carolina
$652K +$158K +8,249 +32%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$581K +$50.8K +2,646 +10%
CAN
21
Cetera Advisor Networks
California
$562K +$160K +8,347 +40%
NA
22
NewEdge Advisors
Louisiana
$532K +$56.1K +2,924 +12%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$445K +$442K +23,012 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$368K +$1.92K +100 +0.5%
RJA
25
Raymond James & Associates
Florida
$349K -$38.9K -2,025 -10%

HPI Hedge Fund Activity: Q1 2022 in Review

58 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund (HPI) for Q1 2022, worth a combined $62.7M — down 0.12% from $62.7M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of HPI and 5 opened new positions — a net loss of 6 holders — while 12 trimmed existing stakes and 21 added.

The largest buyer was Morgan Stanley, adding an estimated $1.75M. The largest seller was Millennium Management, exiting entirely with an estimated $343K sold.

  • 58 institutional investors held John Hancock Preferred Income Fund (HPI) as of Q1 2022, down from 66 in Q4 2021.
  • Funds reported $62.7M of John Hancock Preferred Income Fund stock for Q1 2022, down 0.12% quarter-over-quarter.
  • 5 funds opened new John Hancock Preferred Income Fund positions in Q1 2022 and 11 closed out, a net change of -6 holders.
  • The largest John Hancock Preferred Income Fund buyer in Q1 2022 was Morgan Stanley, an estimated $1.75M added.
  • The largest John Hancock Preferred Income Fund seller in Q1 2022 was Millennium Management, an estimated $343K sold.

Based on aggregated 13F filings for Q1 2022.