John Hancock Prefer Inc. IIHPF
13F holders, Q4 2024 (December 31)46holders −1
6new positions
5sold out
$16.55avg. 13F price*
At the end of Q4 2024, 46 institutions reported holding John Hancock Prefer Inc. II (HPF) in their 13F filings, down 1 from Q3 2024. 6 opened new positions and 5 sold out. The largest holders were Axim Planning & Wealth ($6.8M), UBS Group AG ($4.8M) and Invesco Ltd. ($2.6M).
- Company
- John Hancock Prefer Inc. II
- Filed as
- HANCOCK JOHN PFD INCOME FD I (Q4 2024)
- CUSIP
- 41013X106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.0M |
| Exits | 5 | $1.2M |
All 13F filers, Q3 2024 → Q4 2024: 106,570 shares bought and 222,801 shares sold, net −116,231 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| Axim Planning & Wealth | 7.25% | Reduce -2.1% | 411,288 | $6.8M |
| UBS Group AG | 0.00% | Reduce -5.5% | 290,272 | $4.8M |
| Invesco Ltd. | 0.00% | Add +7.5% | 155,210 | $2.6M |
| Stifel Financial Corp. | 0.00% | Reduce -7.4% | 131,039 | $2.2M |
| Morgan Stanley | 0.00% | Reduce -2.6% | 128,132 | $2.1M |
| Koshinski Asset Management, Inc. | 0.10% | Reduce -3.3% | 72,771 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +3.6% | 70,233 | $1.2M |
| Everstar Asset Management, LLC | 0.73% | Reduce -8.2% | 62,460 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.0% | 59,308 | $982K |
| LPL Financial LLC | 0.00% | Add +10.9% | 43,680 | $723K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -14.6% | 43,319 | $717K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -21.0% | 42,334 | $701K |
| Guggenheim Capital LLC | 0.01% | Reduce -42.7% | 39,203 | $649K |
| Cohen & Steers, Inc. | 0.00% | New | 34,717 | $575K |
| Global Retirement Partners, LLC | 0.02% | Reduce -59.0% | 33,730 | $558K |
| Cetera Investment Advisers | 0.00% | Add +4.3% | 31,305 | $518K |
| Wells Fargo & Company | 0.00% | Add +58.1% | 29,550 | $489K |
| Royal Bank of Canada | 0.00% | Add +6.3% | 23,788 | $394K |
| Wedbush Securities Inc. | 0.01% | Add +0.1% | 21,800 | $361K |
| Private Advisor Group, LLC | 0.00% | Reduce -3.6% | 20,987 | $347K |
| Bank of America Corp. | 0.00% | Add +36.8% | 20,035 | $332K |
| NewEdge Advisors, LLC | 0.00% | Reduce -12.7% | 19,308 | $320K |
| Vanguard Capital Wealth Advisors | 0.34% | Add +58.3% | 19,000 | $314K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.0% | 17,889 | $296K |
| Raymond James Financial Inc. | 0.00% | — | 17,163 | $284K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -4.7% | 17,007 | $281K |
| Susquehanna International Group, LLP | 0.00% | New | 14,488 | $240K |
| MSH Capital Advisors LLC | 0.06% | No change | 12,358 | $205K |
| Wolverine Asset Management LLC | 0.02% | New | 12,257 | $203K |
| Live Oak Private Wealth LLC | 0.03% | No change | 10,891 | $180K |
| Spire Wealth Management | 0.00% | Add +1.7% | 9,562 | $158K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 4,240 | $70K |
| Cornerstone Advisors, LLC | 0.00% | No change | 3,692 | $61K |
| Webster Bank, N. A. | 0.01% | No change | 2,879 | $48K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 1,875 | $31K |
| Anchor Investment Management, LLC | 0.00% | Reduce -11.8% | 1,863 | $31K |
| Hollencrest Capital Management | 0.00% | No change | 1,794 | $30K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 1,678 | $28K |
| HHM Wealth Advisors, LLC | 0.00% | Add +2.1% | 1,535 | $25K |
| Winch Advisory Services, LLC | 0.01% | Add +2.2% | 1,264 | $21K |
| Lee Danner & Bass Inc. | 0.00% | New | 1,000 | $17K |
| Colonial Trust Advisors | 0.00% | New | 250 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 200 | $3K |
| CoreCap Advisors, LLC | 0.00% | Reduce -81.8% | 200 | $3K |
| Elequin Capital, LP | 0.00% | New | 71 | $1K |
| Huntington National Bank | 0.00% | No change | 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.