Stocks With The Most
New Fund Positions

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
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Name Net new
positions 		New positions Closed positions Return since
31 Dec ‘24
1301
8 11 3 37.5%
1302
8 21 13 15.6%
1303
8 13 5 7.23%
CZFS icon
1304
Citizens Financial Services
CZFS
$310M
8 12 4 1.31%
1305
8 11 3 14.5%
1306
8 14 6 18.1%
1307
8 13 5 14.5%
1308
8 12 4 38.6%
1309
8 12 4 2.8%
1310
8 10 2 16.4%
HPI
1311
John Hancock Preferred Income Fund
HPI
$435M
8 14 6 3.07%
1312
8 15 7 8.2%
1313
8 20 12 355%
1314
8 16 8 3.3%
1315
8 12 4 2.68%
1316
8 17 9 103%
1317
8 10 2 26.1%
1318
8 20 12 0.43%
1319
8 12 4 4.7%
1320
8 14 6 30.1%
1321
8 12 4 5.64%
1322
8 13 5 12.6%
1323
8 15 7 6.14%
1324
8 12 4 10.8%
1325
8 13 5 10.3%
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54 55