Latest imported 13F data
HPI

HANCOCK JOHN PFD INCOME FD

Institutional Ownership · Q4 2025

Filing: Q4 2025

HANCOCK JOHN PFD INCOME FD (HPI) is held by 58 institutional investors with combined holdings of $52M. Major holders include UBS Group AG, MORGAN STANLEY, ROYAL BANK OF CANADA.

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Institutional Holders
58
Total Value
$52.4M
Ownership %
12.1%

🏦 Top Institutional Holders

UBS Group AG
638.7K shares
$10.3M
2.38% ownership
MORGAN STANLEY
478.9K shares
$7.8M
1.79% ownership
ROYAL BANK OF CANADA
251.4K shares
$4.1M
0.94% ownership
GUGGENHEIM CAPITAL LLC
211.7K shares
$3.4M
0.79% ownership
LPL Financial LLC
188.0K shares
$3.0M
0.70% ownership

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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