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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +19,004 | — | 19,004 | $308.06K | Q2 2026 | Sep 02, 2026 |
| Equitable Holdings, Inc. | Buy | +12,617 | — | 12,617 | $204.53K | Q2 2026 | Aug 17, 2026 |
| Quantum Portfolio Management Llc | Sell | -56,986,878 | -100.0% | 5,410 | $87.70K | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +180,415 | — | 180,415 | $2.92M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +23,642 | +9.3% | 277,823 | $4.50M | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Buy | +13,503 | +3544.1% | 13,884 | $225.06K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +3,825 | +4.9% | 81,791 | $1.33M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +1,445 | +2.9% | 51,791 | $839.53K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -1,406 | -1.2% | 118,465 | $1.92M | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Sell | -1,105 | -7.0% | 14,755 | $239.18K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -72 | -0.2% | 29,876 | $484.28K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +65,016 | +12.3% | 594,996 | $9.64M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +4,535 | +0.7% | 654,443 | $10.61M | Q2 2026 | Aug 13, 2026 |
| Sam Advisors, Llc | Sell | -2,147 | -6.7% | 29,942 | $485.36K | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Sell | -1,581 | -6.9% | 21,189 | $343.47K | Q2 2026 | Aug 13, 2026 |
| Guggenheim Capital Llc | Buy | +54,665 | +26.6% | 260,204 | $4.22M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +6,029 | +13.1% | 52,068 | $844.03K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +1,252 | +7.2% | 18,575 | $301.10K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Sell | -876 | -7.9% | 10,216 | $165.61K | Q2 2026 | Aug 12, 2026 |
| Clear Street Group Inc. | Buy | +190 | — | 190 | $3.08K | Q2 2026 | Aug 12, 2026 |
| Lasalle St. Investment Advisors, Llc | Sell | -1,702 | -9.3% | 16,663 | $270.11K | Q2 2026 | Aug 11, 2026 |
| Allworth Financial Lp | Buy | +25 | +0.6% | 4,333 | $70.24K | Q2 2026 | Aug 11, 2026 |
| Fiera Capital Corp | Buy | +3,037 | +3.1% | 102,001 | $1.65M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Sell | -1,372 | -0.7% | 194,889 | $3.16M | Q2 2026 | Aug 07, 2026 |
| Birchwood Financial Partners, Inc. | Buy | +105 | +2.3% | 4,704 | $76.26K | Q2 2026 | Aug 06, 2026 |
| Norris Financial Group, Llc | Buy | +2,000 | +9.7% | 22,600 | $366.35K | Q2 2026 | Aug 05, 2026 |
| Envestnet Asset Management Inc | Buy | +2,112 | +6.8% | 33,350 | $540.61K | Q2 2026 | Aug 03, 2026 |
| Tsp Capital Management Group, Llc | Buy | +925 | +0.5% | 202,635 | $3.28M | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | Sell | -891 | -2.4% | 36,465 | $591.00 | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Buy | +5,707 | +2.1% | 277,902 | $4.50M | Q2 2026 | Jul 29, 2026 |
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.
Related HPI Institutional Insights
- HPI Overview
- HPI 13F Institutional Holders
- HPI Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- HPI Insider Trading & SEC Form 4 Activity
- HPI Articles
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