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HPI

Dmitry Balyasny’s John Hancock Preferred Income Fund HPI Stock Holding History

Dmitry Balyasny’s Portfolio HPI Stock Details HPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-20,866
Closed -$334K – 3144
2025
Q2 		$334K Buy
+20,866
New +$331K ﹤0.01% 2447

Other funds holding HPI

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Dmitry Balyasny's HPI Position: Q3 2025 in Review

Dmitry Balyasny sold out of John Hancock Preferred Income Fund (HPI) in Q3 2025, closing a stake of 20,866 shares — an estimated $334K sold.

Dmitry Balyasny first reported a position in HPI in Q2 2025 and held it in 1 quarter. The position peaked at $334K in Q2 2025. 63 funds tracked by Wall St. Rank hold HPI as of Q3 2025.

  • Dmitry Balyasny reported no remaining John Hancock Preferred Income Fund position as of Q3 2025 after selling out during the quarter.
  • Dmitry Balyasny sold 20,866 John Hancock Preferred Income Fund shares in Q3 2025, an estimated $334K.
  • Dmitry Balyasny first reported a position in John Hancock Preferred Income Fund in Q2 2025 and held it in 1 quarter.
  • Dmitry Balyasny's John Hancock Preferred Income Fund position peaked at $334K in Q2 2025.
  • 63 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q3 2025.

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