John Hancock PreferHPI
13F holders, Q4 2024 (December 31)62holders +6
9new positions
6sold out
$16.63avg. 13F price*
At the end of Q4 2024, 62 institutions reported holding John Hancock Prefer Inc. (HPI) in their 13F filings, up 6 from Q3 2024. 9 opened new positions and 6 sold out. The largest holders were UBS Group AG ($9.6M), Royal Bank of Canada ($9.4M) and Guggenheim Capital LLC ($4.4M).
- Company
- John Hancock Prefer Inc.
- Filed as
- HANCOCK JOHN PFD INCOME FD (Q4 2024)
- CUSIP
- 41013W108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.7M |
| Exits | 6 | $589K |
All 13F filers, Q3 2024 → Q4 2024: 207,032 shares bought and 176,289 shares sold, net +30,743 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 62 holders
| UBS Group AG | 0.00% | Add +3.8% | 577,748 | $9.6M |
| Royal Bank of Canada | 0.00% | Add +1.3% | 566,014 | $9.4M |
| Guggenheim Capital LLC | 0.04% | Reduce -7.4% | 266,306 | $4.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.6% | 260,223 | $4.3M |
| Morgan Stanley | 0.00% | Add +6.5% | 232,987 | $3.9M |
| Invesco Ltd. | 0.00% | Add +10.6% | 193,150 | $3.2M |
| LPL Financial LLC | 0.00% | Add +9.8% | 170,410 | $2.8M |
| TSP Capital Management Group, LLC | 0.74% | Add +2.5% | 130,215 | $2.2M |
| Raymond James Financial Inc. | 0.00% | — | 107,406 | $1.8M |
| Advisory Resource Group | 0.37% | Reduce -5.9% | 106,040 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -15.8% | 99,188 | $1.6M |
| Fiera Capital Corp | 0.00% | Reduce -2.1% | 76,904 | $1.3M |
| Bank of America Corp. | 0.00% | Reduce -0.5% | 60,797 | $1.0M |
| Level Four Advisory Services, LLC | 0.03% | Add +2.7% | 45,653 | $759K |
| HighTower Advisors, LLC | 0.00% | Add +0.2% | 42,732 | $711K |
| Osaic Holdings, Inc. | 0.00% | Reduce -17.7% | 39,895 | $663K |
| Global Retirement Partners, LLC | 0.02% | Reduce -58.3% | 38,266 | $636K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.4% | 36,938 | $614K |
| Cohen & Steers, Inc. | 0.00% | New | 34,397 | $572K |
| Cetera Investment Advisers | 0.00% | Add +12.2% | 32,382 | $539K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.4% | 29,415 | $489K |
| LaSalle St. Investment Advisors, LLC | 0.14% | New | 26,518 | $441K |
| SAM Advisors, LLC | 0.15% | Reduce -6.7% | 25,143 | $418K |
| Wells Fargo & Company | 0.00% | Reduce -2.6% | 24,440 | $406K |
| NewEdge Advisors, LLC | 0.00% | Reduce -6.0% | 21,005 | $349K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 21,000 | $349K |
| Susquehanna International Group, LLP | 0.00% | New | 20,649 | $343K |
| Everstar Asset Management, LLC | 0.24% | Reduce -12.8% | 20,520 | $341K |
| Mallini Complete Financial Planning LLC | 0.51% | — | 18,098 | $301K |
| Selway Asset Management | 0.12% | Add +0.6% | 17,985 | $299K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -58.2% | 17,719 | $295K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +4.5% | 16,809 | $282K |
| Private Advisor Group, LLC | 0.00% | Reduce -11.2% | 16,713 | $278K |
| Wedbush Securities Inc. | 0.01% | No change | 11,883 | $198K |
| Merit Financial Group, LLC | 0.00% | New | 10,516 | $175K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | New | 7,620 | $127K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -5.9% | 5,175 | $86K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 3,113 | $52K |
| Ameriflex Group, Inc. | 0.02% | — | 2,677 | $46K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -13.0% | 2,680 | $45K |
| Wolverine Asset Management LLC | 0.00% | New | 2,649 | $44K |
| Tandem Financial, LLC | 0.04% | — | 2,381 | $40K |
| Sound Income Strategies, LLC | 0.00% | No change | 2,150 | $36K |
| City Holding Co. | 0.00% | No change | 2,000 | $33K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,821 | $30K |
| Optimum Investment Advisors | 0.01% | No change | 1,560 | $26K |
| WASHINGTON TRUST Co | 0.00% | New | 1,550 | $26K |
| Allworth Financial LP | 0.00% | Add +56.3% | 1,482 | $25K |
| Parallel Advisors, LLC | 0.00% | No change | 1,000 | $17K |
| Bokf, NA | 0.00% | No change | 950 | $16K |
| Kentucky Trust Co | 0.01% | — | 867 | $14K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | No change | 697 | $12K |
| Private Trust Co. NA | 0.00% | No change | 553 | $9K |
| MAI Capital Management | 0.00% | New | 550 | $9K |
| Clearstead Advisors, LLC | 0.00% | No change | 549 | $9K |
| AlphaMark Advisors, LLC | 0.00% | Add +2.1% | 525 | $9K |
| Elequin Capital, LP | 0.00% | New | 525 | $9K |
| ORG Partners LLC | 0.00% | No change | 500 | $8K |
| Piscataqua Savings Bank | 0.01% | No change | 400 | $7K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 385 | $6K |
| Peoples Bank | 0.00% | No change | 200 | $3K |
| Webster Bank, N. A. | 0.00% | No change | 164 | $3K |
"% of holder's portfolio" is HPI's weight in each manager's 13F, not the share of John Hancock Prefer Inc. the manager owns.