JOHN HANCOCK PREFER INC (HPI) Institutional Ownership Changes & 13F Activity

JOHN HANCOCK PREFER INC (HPI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Quantum Portfolio Management Llc, Invesco Ltd., Morgan Stanley, Guggenheim Capital Llc, and Royal Bank Of Canada.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+19,00419,004$308.06KQ2 2026Sep 02, 2026
Equitable Holdings, Inc.Buy+12,61712,617$204.53KQ2 2026Aug 17, 2026
Quantum Portfolio Management LlcSell-56,986,878-100.0%5,410$87.70KQ2 2026Aug 14, 2026
Invesco Ltd.Buy+180,415180,415$2.92MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+23,642+9.3%277,823$4.50MQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Buy+13,503+3544.1%13,884$225.06KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+3,825+4.9%81,791$1.33MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+1,445+2.9%51,791$839.53KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-1,406-1.2%118,465$1.92MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-1,105-7.0%14,755$239.18KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-72-0.2%29,876$484.28KQ2 2026Aug 14, 2026
Morgan StanleyBuy+65,016+12.3%594,996$9.64MQ2 2026Aug 13, 2026
Ubs Group AgBuy+4,535+0.7%654,443$10.61MQ2 2026Aug 13, 2026
Sam Advisors, LlcSell-2,147-6.7%29,942$485.36KQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcSell-1,581-6.9%21,189$343.47KQ2 2026Aug 13, 2026
Guggenheim Capital LlcBuy+54,665+26.6%260,204$4.22MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+6,029+13.1%52,068$844.03KQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+1,252+7.2%18,575$301.10KQ2 2026Aug 12, 2026
Stifel Financial CorpSell-876-7.9%10,216$165.61KQ2 2026Aug 12, 2026
Clear Street Group Inc.Buy+190190$3.08KQ2 2026Aug 12, 2026
Lasalle St. Investment Advisors, LlcSell-1,702-9.3%16,663$270.11KQ2 2026Aug 11, 2026
Allworth Financial LpBuy+25+0.6%4,333$70.24KQ2 2026Aug 11, 2026
Fiera Capital CorpBuy+3,037+3.1%102,001$1.65MQ2 2026Aug 07, 2026
Lpl Financial LlcSell-1,372-0.7%194,889$3.16MQ2 2026Aug 07, 2026
Birchwood Financial Partners, Inc.Buy+105+2.3%4,704$76.26KQ2 2026Aug 06, 2026
Norris Financial Group, LlcBuy+2,000+9.7%22,600$366.35KQ2 2026Aug 05, 2026
Envestnet Asset Management IncBuy+2,112+6.8%33,350$540.61KQ2 2026Aug 03, 2026
Tsp Capital Management Group, LlcBuy+925+0.5%202,635$3.28MQ2 2026Jul 31, 2026
Cambridge Investment Research Advisors, Inc.Sell-891-2.4%36,465$591.00Q2 2026Jul 30, 2026
Commonwealth Equity Services, LlcBuy+5,707+2.1%277,902$4.50MQ2 2026Jul 29, 2026
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Frequently asked questions about HPI activity

  • Which institutional owners are buying HPI?

    Institutional owners buying HPI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in HPI activity?

    "Buy" means an investor increased their reported position in HPI compared to the prior reporting period. This reflects growing exposure to JOHN HANCOCK PREFER INC (HPI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in HPI increasing?

    Institutional interest in HPI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.