Balyasny Asset Management
HPF

Balyasny Asset Management’s John Hancock Preferred Income Fund II HPF Stock Holding History

Balyasny Asset Management’s Portfolio HPF Stock Details HPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-19,012
Closed -$301K – 3143
2025
Q2 		$301K Buy
+19,012
New +$300K ﹤0.01% 2473

Other funds holding HPF

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
APW
Axim Planning & Wealth Springboro, Ohio $82.4M AUM 28.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Balyasny Asset Management's HPF Position: Q3 2025 in Review

Balyasny Asset Management sold out of John Hancock Preferred Income Fund II (HPF) in Q3 2025, closing a stake of 19,012 shares — an estimated $301K sold.

Balyasny Asset Management first reported a position in HPF in Q2 2025 and held it in 1 quarter. The position peaked at $301K in Q2 2025. 47 funds tracked by Wall St. Rank hold HPF as of Q3 2025.

  • Balyasny Asset Management reported no remaining John Hancock Preferred Income Fund II position as of Q3 2025 after selling out during the quarter.
  • Balyasny Asset Management sold 19,012 John Hancock Preferred Income Fund II shares in Q3 2025, an estimated $301K.
  • Balyasny Asset Management first reported a position in John Hancock Preferred Income Fund II in Q2 2025 and held it in 1 quarter.
  • Balyasny Asset Management's John Hancock Preferred Income Fund II position peaked at $301K in Q2 2025.
  • 47 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q3 2025.

Based on Balyasny Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.