We are live on ! Find out more
HPI

John Hancock Preferred Income Fund

59 hedge funds and large institutions have $51.9M invested in John Hancock Preferred Income Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

0.27% less ownership

Funds ownership: 13.24%12.97% (-0.27%)

1% less capital invested

Capital invested by funds: $52.2M → $51.9M (-$271K)

2% less funds holding

Funds holding: 6059 (-1)

Holders
59
Holders Change
-1
Holders Change %
-1.67%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
18
Reduced
18
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
$13.3M -$18.9K -1,266 -0.1%
UBS Group
2
UBS Group
Switzerland
$4.85M -$873K -58,481 -16%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.58M +$1.38M +92,202 +44%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.19M -$92.2K -6,175 -3%
Invesco
5
Invesco
Georgia
$2.96M -$52.4K -3,507 -2%
LPL Financial
6
LPL Financial
California
$2.47M +$257K +17,239 +12%
GC
7
Guggenheim Capital
Illinois
$2.06M -$319K -21,366 -14%
ARG
8
Advisory Resource Group
Oklahoma
$2M +$9.55K +640 +0.5%
KAS
9
Kestra Advisory Services
Texas
$1.69M +$227K +15,207 +16%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$1.18M
TCMG
11
TSP Capital Management Group
New Jersey
$1.11M -$93K -6,230 -8%
SFS
12
Shaker Financial Services
Virginia
$1.08M +$577K +38,678 +120%
RJA
13
Raymond James & Associates
Florida
$799K +$454K +30,441 +138%
Osaic Holdings
14
Osaic Holdings
Arizona
$751K +$28.3K +1,897 +4%
AWS
15
Atria Wealth Solutions
New York
$621K -$1.52K -102 -0.2%
HighTower Advisors
16
HighTower Advisors
Illinois
$620K +$3.91K +262 +0.6%
GG
17
Golden Green
South Carolina
$591K -$5.79K -388 -1%
NA
18
NewEdge Advisors
Louisiana
$509K +$57.2K +3,834 +13%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$495K -$2.49K -167 -0.5%
BRWA
20
B. Riley Wealth Advisors
Florida
$465K +$32.9K +2,206 +8%
Wells Fargo
21
Wells Fargo
California
$425K -$157K -10,498 -27%
Bank of America
22
Bank of America
North Carolina
$383K +$3.33K +223 +0.9%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$371K -$2.06K -138 -0.6%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$366K -$28.5K -1,911 -7%
CAN
25
Cetera Advisor Networks
California
$338K -$43.6K -2,920 -12%

HPI Hedge Fund Activity: Q2 2023 in Review

59 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund (HPI) for Q2 2023, worth a combined $51.9M — down 0.52% from $52.2M a quarter earlier.

Fund positioning in HPI was balanced in Q2 2023: 7 funds opened new positions, 7 closed out, 18 added to existing stakes and 18 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $1.38M. The largest seller was CAPTRUST Financial Advisors, exiting entirely with an estimated $1.72M sold.

  • 59 institutional investors held John Hancock Preferred Income Fund (HPI) as of Q2 2023, down from 60 in Q1 2023.
  • Funds reported $51.9M of John Hancock Preferred Income Fund stock for Q2 2023, down 0.52% quarter-over-quarter.
  • 7 funds opened new John Hancock Preferred Income Fund positions in Q2 2023 and 7 closed out, a net change of 0 holders.
  • The largest John Hancock Preferred Income Fund buyer in Q2 2023 was Royal Bank of Canada, an estimated $1.38M added.
  • The largest John Hancock Preferred Income Fund seller in Q2 2023 was CAPTRUST Financial Advisors, an estimated $1.72M sold.

Based on aggregated 13F filings for Q2 2023.