Statistik Asas
Pemilik Institusi | 53 total, 53 long only, 0 short only, 0 long/short - change of 12.50% MRQ |
Purata Peruntukan Portfolio | 0.1229 % - change of -10.72% MRQ |
Saham Institusi (Panjang) | 2,303,702 (ex 13D/G) - change of 0.17MM shares 7.95% MRQ |
Nilai Institusi (Panjang) | $ 33,192 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
John Hancock Preferred Income Fund II (US:HPF) telah 53 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 2,303,702 saham. Pemegang saham terbesar termasuk Axim Planning & Wealth, UBS Group AG, Morgan Stanley, Invesco Ltd., PCEF - Invesco CEF Income Composite ETF, Stifel Financial Corp, J.w. Cole Advisors, Inc., Cohen & Steers Closed-end Opportunity Fund, Inc., Cohen & Steers, Inc., and Advisor Group Holdings, Inc. .
John Hancock Preferred Income Fund II (NYSE:HPF) struktur pemilikan institusi menunjukkan kedudukan semasa dalam syarikat mengikut institusi dan dana serta perubahan terkini dalam saiz kedudukan. Pemegang saham utama boleh termasuk pelabur individu, dana amanah, dana lindung nilai atau institusi. Jadual 13D menunjukkan bahawa pelabur memegang (atau menahan) lebih daripada 5% syarikat dan berhasrat (atau berniat) untuk secara aktif meneruskan perubahan dalam strategi perniagaan. Jadual 13G menunjukkan pelaburan pasif melebihi 5%.
The share price as of September 5, 2025 is 16.40 / share. Previously, on September 9, 2024, the share price was 17.16 / share. This represents a decline of 4.43% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Naik Taraf
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Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 65,362 | -3.91 | 1,033 | -8.58 | ||||
2025-08-14 | 13F | UBS Group AG | 314,216 | -4.80 | 4,968 | -9.44 | ||||
2025-05-14 | 13F | Colonial Trust Advisors | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3,000 | -9.28 | 47 | -12.96 | ||||
2025-08-13 | 13F | Everstar Asset Management, LLC | 59,460 | 0.00 | 940 | -4.86 | ||||
2025-05-06 | 13F | Winch Advisory Services, LLC | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 18,951 | 34.42 | 305 | 29.91 | ||||
2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 124,424 | 13.71 | 1,967 | 8.20 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 152,535 | 6.16 | 2,412 | 0.96 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | MSH Capital Advisors LLC | 12,358 | 0.00 | 195 | -4.88 | ||||
2025-08-14 | 13F | Cohen & Steers, Inc. | 124,424 | 13.71 | 2 | 0.00 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 160 | 3 | ||||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100.00 | 0 | |||||
2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Wedbush Securities Inc | 17,590 | -4.98 | 0 | |||||
2025-08-04 | 13F | Wolverine Asset Management Llc | 7,085 | 112 | ||||||
2025-05-05 | 13F | Montag A & Associates Inc | 0 | 0 | ||||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1,000 | 16 | ||||||
2025-08-15 | 13F | Morgan Stanley | 162,166 | 24.01 | 2,564 | 17.95 | ||||
2025-08-06 | 13F | Axim Planning & Wealth | 322,058 | -3.38 | 5,092 | -8.09 | ||||
2025-08-12 | 13F | Country Trust Bank | 550 | 9 | ||||||
2025-08-14 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Live Oak Private Wealth LLC | 10,891 | 0.00 | 172 | -4.97 | ||||
2025-08-14 | 13F | Balyasny Asset Management Llc | 19,012 | 301 | ||||||
2025-07-08 | 13F | Webster Bank, N. A. | 2,879 | 0.00 | 46 | -4.26 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1,678 | 0.00 | 27 | -3.70 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 132,495 | 26.41 | 2,095 | 20.28 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 4,482 | 71 | ||||||
2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 1,000 | 0.00 | 16 | -6.25 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 65,835 | 37.06 | 1,041 | 30.33 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 27,576 | -11.72 | 436 | -15.99 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-17 | 13F | Alpine Bank Wealth Management | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 20,178 | 3.97 | 319 | -0.93 | ||||
2025-05-09 | 13F | Cornerstone Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 18,947 | 12.73 | 301 | 7.53 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 11,357 | 180 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 72,574 | -12.94 | 1,148 | -17.18 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 1,794 | 0.00 | 28 | -3.45 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 31,172 | -4.04 | 493 | -8.72 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 250 | 4 | ||||||
2025-08-11 | 13F | Private Advisor Group, LLC | 20,487 | 0.00 | 324 | -5.00 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 20,762 | 6.67 | 328 | 1.55 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1,875 | 0.00 | 30 | -6.45 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 47,936 | 13.55 | 758 | 7.99 | ||||
2025-08-04 | 13F | Spire Wealth Management | 9,906 | 1.85 | 157 | -3.11 | ||||
2025-08-11 | 13F | Elequin Capital Lp | 4,538 | 72 | ||||||
2025-07-15 | 13F | Fifth Third Bancorp | 4,346 | 69 | ||||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 4,240 | 0.00 | 67 | -4.29 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 1,153 | -38.11 | 18 | -40.00 | ||||
2025-08-12 | 13F | LPL Financial LLC | 55,325 | 2.20 | 875 | -2.78 | ||||
2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 153,553 | -2.60 | 2,415 | -10.39 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 3,047 | -90.97 | 48 | -91.40 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 6,588 | 104 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 61,170 | 3.68 | 1 | |||||
2025-08-13 | 13F | Invesco Ltd. | 159,319 | 4.99 | 2,519 | -0.12 | ||||
2025-08-05 | 13F | Huntington National Bank | 1 | 0.00 | 0 | |||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 200 | 0.00 | 3 | 0.00 | ||||
2025-07-11 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,200 | -4.00 | 304 | -8.73 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 31,122 | -16.34 | 492 | -20.39 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 1,606 | 2.36 | 25 | -3.85 | ||||
2025-08-13 | 13F | Guggenheim Capital Llc | 43,422 | 687 |