HPI

John Hancock Preferred Income Fund
HPI

Overview Fund Activity

57 hedge funds and large institutions have $58.8M invested in John Hancock Preferred Income Fund in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 8 closing their positions.

Holders
57
Holders Change
-1
Holders Change %
-1.72%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.3M
2
UBS Group
2
UBS Group
Switzerland
$5.45M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.57M
4
TCMG
4
TSP Capital Management Group
New Jersey
$1.79M
5
Invesco
5
Invesco
Georgia
$3.73M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.02M
2
SFS
2
Sowell Financial Services
Arkansas
$0
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$0
4
MCM
4
McRae Capital Management
New Jersey
$0
5
Mariner
5
Mariner
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15.3M 968,664 +121,136 +14%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$7.57M 480,003 +46,668 +11%
UBS Group
3
UBS Group
Switzerland
$5.45M 345,170 +70,416 +26%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.95M 250,293 +13,209 +6%
Invesco
5
Invesco
Georgia
$3.73M 236,508 +30,369 +15%
GC
6
Guggenheim Capital
Illinois
$3.26M 206,854 +30,200 +17%
LPL Financial
7
LPL Financial
California
$2.48M 156,950 -7,933 -5%
ARG
8
Advisory Resource Group
Oklahoma
$2.05M 130,131 -647 -0.5%
TCMG
9
TSP Capital Management Group
New Jersey
$1.79M 113,515 +40,940 +56%
KAS
10
Kestra Advisory Services
Texas
$1.71M 108,083 -2,974 -3%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$1.22M 77,279 – –
RJA
12
Raymond James & Associates
Florida
$1.22M 77,146 +11,023 +17%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.02M 64,543 -19,576 -23%
HighTower Advisors
14
HighTower Advisors
Illinois
$660K 41,952 +284 +0.7%
SFS
15
Shaker Financial Services
Virginia
$638K 40,100 +23,899 +148%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$553K 35,076 +11,062 +46%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$546K 34,579 +945 +3%
NA
18
NewEdge Advisors
Louisiana
$503K 31,976 +10,937 +52%
AWS
19
Atria Wealth Solutions
New York
$456K 28,875 -11,945 -29%
LFAS
20
Level Four Advisory Services
Texas
$423K 26,810 +14,658 +121%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$376K 23,831 -925 -4%
Bank of America
22
Bank of America
North Carolina
$334K 21,164 -6,733 -24%
AWE
23
Avidian Wealth Enterprises
Texas
$331K 21,000 – –
PAG
24
Private Advisor Group
New Jersey
$314K 19,878 +1,246 +7%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$309K 19,551 +19,551 New
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