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HPI

John Hancock Preferred Income Fund
HPI

62 hedge funds and large institutions have $57.6M invested in John Hancock Preferred Income Fund in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

11% more funds holding

Funds holding: 56 → 62 (+6)

0.07% more ownership

Funds ownership: 12.9% → 12.96% (+0.07%)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

10% less capital invested

Capital invested by funds: $64.2M → $57.6M (-$6.66M)

Holders
62
Holders Change
+6
Holders Change %
+10.71%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
15
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$610K
2
LSIA
LaSalle St. Investment Advisors
Illinois
+$471K
3
UBS Group
UBS Group
Switzerland
+$379K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$366K
5
Invesco
Invesco
Georgia
+$328K

Top Sellers

1
GRP
Global Retirement Partners
California
-$948K
2
AWS
Atria Wealth Solutions
New York
-$437K
3
GC
Guggenheim Capital
Illinois
-$379K
4
KAS
Kestra Advisory Services
Texas
-$329K
5
SFS
Sowell Financial Services
Arkansas
-$207K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$9.61M +$379K +21,344 +4%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.41M +$126K +7,101 +1%
GC
3
Guggenheim Capital
Illinois
$4.43M -$379K -21,335 -7%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.33M +$284K +16,029 +7%
Morgan Stanley
5
Morgan Stanley
New York
$3.87M +$253K +14,284 +7%
Invesco
6
Invesco
Georgia
$3.21M +$328K +18,482 +11%
LPL Financial
7
LPL Financial
California
$2.83M +$271K +15,257 +10%
TCMG
8
TSP Capital Management Group
New Jersey
$2.17M +$56.8K +3,200 +3%
Raymond James Financial
9
Raymond James Financial
Florida
$1.79M +$1.91M +107,406 New
ARG
10
Advisory Resource Group
Oklahoma
$1.76M -$118K -6,648 -6%
KAS
11
Kestra Advisory Services
Texas
$1.65M -$329K -18,563 -16%
Fiera Capital (Canada)
12
Fiera Capital (Canada)
Quebec, Canada
$1.28M -$29.8K -1,682 -2%
Bank of America
13
Bank of America
North Carolina
$1.01M -$4.92K -277 -0.5%
LFAS
14
Level Four Advisory Services
Texas
$759K +$21.6K +1,218 +3%
HighTower Advisors
15
HighTower Advisors
Illinois
$711K +$1.56K +88 +0.2%
Osaic Holdings
16
Osaic Holdings
Arizona
$663K -$152K -8,575 -18%
GRP
17
Global Retirement Partners
California
$636K -$948K -53,409 -58%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$614K +$2.59K +146 +0.4%
Cohen & Steers
19
Cohen & Steers
New York
$572K +$610K +34,397 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$539K +$62.6K +3,526 +12%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$489K -$2.17K -122 -0.4%
LSIA
22
LaSalle St. Investment Advisors
Illinois
$441K +$471K +26,518 New
SA
23
SAM Advisors
California
$418K -$31.8K -1,794 -7%
Wells Fargo
24
Wells Fargo
California
$406K -$11.5K -650 -3%
NA
25
NewEdge Advisors
Louisiana
$349K -$24K -1,353 -6%
1
2 3

HPI Hedge Fund Activity: Q4 2024 in Review

62 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund (HPI) for Q4 2024, worth a combined $57.6M — down 10% from $64.2M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new HPI positions and 6 closed out — a net gain of 8 holders — while 15 added to existing stakes and 16 trimmed.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $610K. The largest seller was Global Retirement Partners, cutting an estimated $948K.

  • 62 institutional investors held John Hancock Preferred Income Fund (HPI) as of Q4 2024, up from 56 in Q3 2024.
  • Funds reported $57.6M of John Hancock Preferred Income Fund stock for Q4 2024, down 10% quarter-over-quarter.
  • 14 funds opened new John Hancock Preferred Income Fund positions in Q4 2024 and 6 closed out, a net change of +8 holders.
  • The largest John Hancock Preferred Income Fund buyer in Q4 2024 was Cohen & Steers, an estimated $610K added.
  • The largest John Hancock Preferred Income Fund seller in Q4 2024 was Global Retirement Partners, an estimated $948K sold.

Based on aggregated 13F filings for Q4 2024.