Who Owns HPF?
John Hancock Preferred Income Fund II — Institutional Ownership & 13F Holdings
$15.94
+0.08 (+0.50%)
Market Cap
$348.1M
Shares Outstanding
21,635,400
Institutional Holders
41
Total Inst. Value
$30.8M
% of Float Held
—
QoQ Holder Change
+8
Institutional data as of Q1 2025
New Positions
5
Closed Positions
11
Increased
15
Decreased
10
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Axim Planning & Wealth | $5.5M | 333,318 |
| 2 | UBS Group AG | $5.5M | 330,076 |
| 3 | Invesco Ltd. | $2.5M | 151,740 |
| 4 | STIFEL FINANCIAL CORP | $2.4M | 143,689 |
| 5 | MORGAN STANLEY | $2.2M | 130,767 |
| 6 | COHEN & STEERS, INC. | $1.8M | 109,424 |
| 7 | J.W. COLE ADVISORS, INC.New | $1.7M | 104,811 |
| 8 | OSAIC HOLDINGS, INC. | $1.4M | 83,363 |
| 9 | Koshinski Asset Management, Inc. | $1.1M | 68,020 |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $981K | 58,999 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| UBS Group AG | +40K | $5.5M |
| STIFEL FINANCIAL CORP | +13K | $2.4M |
| MORGAN STANLEY | +3K | $2.2M |
| COHEN & STEERS, INC. | +75K | $1.8M |
| J.W. COLE ADVISORS, INC.New | +105K | $1.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Axim Planning & Wealth | -78K | $5.5M |
| Koshinski Asset Management, Inc. | -5K | $1.1M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -4K | $234K |
| Invesco Ltd. | -3K | $2.5M |
| WEDBUSH SECURITIES INC | -3K | $308 |
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Frequently Asked Questions
How many institutional investors hold HPF?
As of Q1 2025, 41 institutional investors report holding HPF (John Hancock Preferred Income Fund II) in their 13F filings.
Which hedge fund owns the most HPF?
The largest institutional holder of HPF is Axim Planning & Wealth with $5.5M in shares.
Are institutions buying or selling HPF?
This quarter, 5 institutions opened new positions in HPF and 11 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.