John Hancock Prefer Inc. IIHPF
13F holders, Q2 2024 (June 30)46holders +4
7new positions
3sold out
$16.97avg. 13F price*
At the end of Q2 2024, 46 institutions reported holding John Hancock Prefer Inc. II (HPF) in their 13F filings, up 4 from Q1 2024. 7 opened new positions and 3 sold out. The largest holders were Axim Planning & Wealth ($6.2M), UBS Group AG ($5.0M) and Stifel Financial Corp. ($2.4M).
- Company
- John Hancock Prefer Inc. II
- Filed as
- HANCOCK JOHN PFD INCOME FD I (Q2 2024)
- CUSIP
- 41013X106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.2M |
| Exits | 3 | $56K |
All 13F filers, Q1 2024 → Q2 2024: 491,369 shares bought and 57,925 shares sold, net +433,444 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| Axim Planning & Wealth | 7.49% | Add +120.3% | 368,273 | $6.2M |
| UBS Group AG | 0.00% | Add +3.4% | 294,846 | $5.0M |
| Stifel Financial Corp. | 0.00% | Add +38.4% | 140,042 | $2.4M |
| Invesco Ltd. | 0.00% | Reduce -3.8% | 135,357 | $2.3M |
| Morgan Stanley | 0.00% | Reduce -0.3% | 131,572 | $2.2M |
| Global Retirement Partners, LLC | 0.04% | Add +2407.3% | 83,820 | $1.4M |
| Koshinski Asset Management, Inc. | 0.13% | Reduce -21.8% | 82,222 | $1.4M |
| Guggenheim Capital LLC | 0.01% | Reduce -0.5% | 68,111 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.7% | 66,787 | $1.1M |
| One Capital Management, LLC | 0.04% | New | 66,283 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.5% | 65,032 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -13.2% | 58,843 | $999K |
| Kestra Advisory Services, LLC | 0.01% | Add +7.8% | 53,245 | $904K |
| LPL Financial LLC | 0.00% | Add +29.3% | 38,716 | $657K |
| Rockefeller Capital Management L.P. | 0.00% | New | 26,885 | $456K |
| NewEdge Advisors, LLC | 0.00% | Add +2.6% | 23,308 | $396K |
| Cetera Investment Advisers | 0.00% | Add +34.6% | 22,924 | $389K |
| Wedbush Securities Inc. | 0.01% | Add +20.2% | 22,229 | $377K |
| Royal Bank of Canada | 0.00% | Add +0.3% | 22,028 | $374K |
| Private Advisor Group, LLC | 0.00% | Add +0.1% | 21,313 | $362K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -18.1% | 19,330 | $328K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +13.3% | 17,856 | $303K |
| Susquehanna International Group, LLP | 0.00% | New | 17,315 | $294K |
| Simplicity Wealth,LLC | 0.01% | New | 16,814 | $285K |
| Wells Fargo & Company | 0.00% | Add +37.6% | 13,719 | $233K |
| Raymond James & Associates | 0.00% | Add +6.9% | 13,082 | $222K |
| MSH Capital Advisors LLC | 0.07% | No change | 12,358 | $210K |
| Vanguard Capital Wealth Advisors | 0.14% | No change | 12,000 | $204K |
| Live Oak Private Wealth LLC | 0.03% | No change | 10,891 | $185K |
| Bank of America Corp. | 0.00% | Reduce -3.9% | 10,799 | $183K |
| Spire Wealth Management | 0.01% | Add +1.7% | 9,250 | $157K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 4,240 | $72K |
| Webster Bank, N. A. | 0.01% | No change | 2,879 | $49K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 2,790 | $47K |
| Anchor Investment Management, LLC | 0.00% | No change | 2,113 | $36K |
| Hollencrest Capital Management | 0.00% | Reduce -21.8% | 1,794 | $30K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 1,678 | $28K |
| Winch Advisory Services, LLC | 0.01% | Add +2.2% | 1,211 | $21K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,100 | $19K |
| International Assets Investment Management, LLC | 0.00% | New | 845 | $14K |
| Sound Income Strategies, LLC | 0.00% | No change | 200 | $3K |
| JPMorgan Chase & Co. | 0.00% | No change | 100 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 56 | $950 |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 24 | $408 |
| Huntington National Bank | 0.00% | No change | 1 | $17 |
| FMR LLC | 0.00% | New | 1 | $17 |
"% of holder's portfolio" is HPF's weight in each manager's 13F, not the share of John Hancock Prefer Inc. II the manager owns.