We are live on ! Find out more
HPI

John Hancock Preferred Income Fund

56 hedge funds and large institutions have $64.2M invested in John Hancock Preferred Income Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

15% more capital invested

Capital invested by funds: $55.8M → $64.2M (+$8.46M)

2% more funds holding

Funds holding: 5556 (+1)

0.2% more ownership

Funds ownership: 12.69%12.9% (+0.2%)

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

Holders
56
Holders Change
+1
Holders Change %
+1.82%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$10.6M +$985K +56,579 +11%
UBS Group
2
UBS Group
Switzerland
$10.5M +$278K +15,972 +3%
GC
3
Guggenheim Capital
Illinois
$5.45M +$184K +10,573 +4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.63M -$598K -34,350 -12%
Morgan Stanley
5
Morgan Stanley
New York
$4.14M -$48.5K -2,785 -1%
Invesco
6
Invesco
Georgia
$3.31M +$59.5K +3,417 +2%
LPL Financial
7
LPL Financial
California
$2.94M -$123K -7,056 -4%
TCMG
8
TSP Capital Management Group
New Jersey
$2.41M +$2.61K +150 +0.1%
KAS
9
Kestra Advisory Services
Texas
$2.23M -$9.65K -554 -0.5%
ARG
10
Advisory Resource Group
Oklahoma
$2.14M -$203K -11,631 -9%
GRP
11
Global Retirement Partners
California
$1.74M -$34.2K -1,965 -2%
RJA
12
Raymond James & Associates
Florida
$1.55M +$30.9K +1,776 +2%
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
$1.49M +$20.4K +1,170 +2%
Bank of America
14
Bank of America
North Carolina
$1.16M +$492K +28,267 +86%
Osaic Holdings
15
Osaic Holdings
Arizona
$919K -$70.4K -4,044 -8%
HighTower Advisors
16
HighTower Advisors
Illinois
$809K -$48.2K -2,765 -6%
AWS
17
Atria Wealth Solutions
New York
$803K +$5.52K +317 +0.8%
LFAS
18
Level Four Advisory Services
Texas
$798K -$8.31K -477 -1%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$697K
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$560K -$23.6K -1,354 -4%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$547K -$22.2K -1,274 -4%
SA
22
SAM Advisors
California
$510K +$469K +26,937 New
Wells Fargo
23
Wells Fargo
California
$475K +$126K +7,212 +40%
EAM
24
Everstar Asset Management
North Carolina
$446K +$410K +23,520 New
NA
25
NewEdge Advisors
Louisiana
$424K -$48K -2,754 -11%

HPI Hedge Fund Activity: Q3 2024 in Review

56 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund (HPI) for Q3 2024, worth a combined $64.2M — up 15% from $55.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HPI positions and 6 closed out — a net gain of 1 holder — while 13 added to existing stakes and 16 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $985K. The largest seller was Commonwealth Equity Services, cutting an estimated $598K.

  • 56 institutional investors held John Hancock Preferred Income Fund (HPI) as of Q3 2024, up from 55 in Q2 2024.
  • Funds reported $64.2M of John Hancock Preferred Income Fund stock for Q3 2024, up 15% quarter-over-quarter.
  • 7 funds opened new John Hancock Preferred Income Fund positions in Q3 2024 and 6 closed out, a net change of +1 holder.
  • The largest John Hancock Preferred Income Fund buyer in Q3 2024 was Royal Bank of Canada, an estimated $985K added.
  • The largest John Hancock Preferred Income Fund seller in Q3 2024 was Commonwealth Equity Services, an estimated $598K sold.

Based on aggregated 13F filings for Q3 2024.