John Hancock PreferHPI
13F holders, Q3 2024 (September 30)56holders +1
6new positions
6sold out
$18.94avg. 13F price*
At the end of Q3 2024, 56 institutions reported holding John Hancock Prefer Inc. (HPI) in their 13F filings, up 1 from Q2 2024. 6 opened new positions and 6 sold out. The largest holders were Royal Bank of Canada ($10.6M), UBS Group AG ($10.5M) and Guggenheim Capital LLC ($5.5M).
- Company
- John Hancock Prefer Inc.
- Filed as
- HANCOCK JOHN PFD INCOME FD (Q3 2024)
- CUSIP
- 41013W108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.1M |
| Exits | 6 | $1.3M |
All 13F filers, Q2 2024 → Q3 2024: 183,301 shares bought and 153,349 shares sold, net +29,952 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 56 holders
| Royal Bank of Canada | 0.00% | Add +11.3% | 558,913 | $10.6M |
| UBS Group AG | 0.00% | Add +3.0% | 556,404 | $10.5M |
| Guggenheim Capital LLC | 0.04% | Add +3.8% | 287,641 | $5.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -12.3% | 244,194 | $4.6M |
| Morgan Stanley | 0.00% | Reduce -1.3% | 218,703 | $4.1M |
| Invesco Ltd. | 0.00% | Add +2.0% | 174,668 | $3.3M |
| LPL Financial LLC | 0.00% | Reduce -4.3% | 155,153 | $2.9M |
| TSP Capital Management Group, LLC | 0.74% | Add +0.1% | 127,015 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.5% | 117,751 | $2.2M |
| Advisory Resource Group | 0.46% | Reduce -9.4% | 112,688 | $2.1M |
| Global Retirement Partners, LLC | 0.05% | Reduce -2.1% | 91,675 | $1.7M |
| Raymond James & Associates | 0.00% | Add +2.2% | 81,836 | $1.6M |
| Fiera Capital Corp | 0.00% | Add +1.5% | 78,586 | $1.5M |
| Bank of America Corp. | 0.00% | Add +86.2% | 61,074 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.7% | 48,470 | $919K |
| HighTower Advisors, LLC | 0.00% | Reduce -6.1% | 42,644 | $809K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +0.8% | 42,364 | $803K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -1.1% | 44,435 | $798K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 36,792 | $697K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.4% | 29,537 | $560K |
| Cetera Investment Advisers | 0.00% | Reduce -4.2% | 28,856 | $547K |
| SAM Advisors, LLC | 0.19% | New | 26,937 | $510K |
| Wells Fargo & Company | 0.00% | Add +40.3% | 25,090 | $475K |
| Everstar Asset Management, LLC | 0.31% | — | 23,520 | $446K |
| NewEdge Advisors, LLC | 0.00% | Reduce -11.0% | 22,358 | $424K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 21,000 | $398K |
| Private Advisor Group, LLC | 0.00% | Reduce -15.4% | 18,820 | $357K |
| Selway Asset Management | 0.13% | No change | 17,875 | $339K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +3.1% | 16,081 | $306K |
| Wedbush Securities Inc. | 0.01% | No change | 11,883 | $225K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -5.0% | 10,996 | $208K |
| Sowell Financial Services LLC | 0.01% | New | 10,900 | $207K |
| Mutual Advisors, LLC | 0.01% | New | 10,217 | $187K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 5,500 | $104K |
| US Bancorp \de | 0.00% | New | 5,000 | $95K |
| Archvest Wealth Advisors, Inc. | 0.04% | New | 3,350 | $63K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 3,113 | $59K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,080 | $58K |
| Sound Income Strategies, LLC | 0.00% | No change | 2,150 | $41K |
| City Holding Co. | 0.01% | No change | 2,000 | $38K |
| CoreCap Advisors, LLC | 0.00% | Reduce -16.7% | 1,875 | $36K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,821 | $35K |
| Optimum Investment Advisors | 0.01% | No change | 1,560 | $30K |
| Parallel Advisors, LLC | 0.00% | No change | 1,000 | $19K |
| Bokf, NA | 0.00% | New | 950 | $18K |
| Allworth Financial LP | 0.00% | Add +2.2% | 948 | $18K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | No change | 697 | $13K |
| Private Trust Co. NA | 0.00% | No change | 553 | $10K |
| Clearstead Advisors, LLC | 0.00% | Reduce -76.2% | 549 | $10K |
| AlphaMark Advisors, LLC | 0.00% | Add +2.2% | 514 | $10K |
| ORG Partners LLC | 0.00% | No change | 500 | $9K |
| Piscataqua Savings Bank | 0.01% | No change | 400 | $8K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 385 | $7K |
| Peoples Bank | 0.00% | No change | 200 | $4K |
| Webster Bank, N. A. | 0.00% | No change | 164 | $3K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 62 | $1K |
"% of holder's portfolio" is HPI's weight in each manager's 13F, not the share of John Hancock Prefer Inc. the manager owns.