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HPS

John Hancock Preferred Income Fund III

52 hedge funds and large institutions have $52.5M invested in John Hancock Preferred Income Fund III in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

4% more capital invested

Capital invested by funds: $50.5M → $52.5M (+$2.04M)

0.22% more ownership

Funds ownership: 10.16%10.38% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 5352 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
16
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAFM
26
Mid Atlantic Financial Management
Pennsylvania
$393K +$26.1K +1,600 +7%
AWS
27
Arkfeld Wealth Strategies
Nebraska
$345K
ONB
28
Old National Bancorp
Indiana
$340K
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$320K -$11.7K -718 -3%
WS
30
Wedbush Securities
California
$310K -$241K -14,800 -43%
RJA
31
Raymond James & Associates
Florida
$272K -$9.07K -557 -3%
BAS
32
Brown Advisory Securities
Maryland
$187K -$16.3K -1,000 -8%
Citigroup
33
Citigroup
New York
$179K +$130 +8 +0.1%
Truist Financial
34
Truist Financial
North Carolina
$173K -$15.8K -967 -8%
APA
35
American Portfolios Advisors
New York
$105K +$1.37K +84 +1%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$105K
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$59K
SPIA
38
Steward Partners Investment Advisory
New York
$55K
GWM
39
Geneos Wealth Management
Colorado
$49K
NFSG
40
Newbridge Financial Services Group
Florida
$47K +$47.9K +2,941 New
AF
41
Allworth Financial
California
$32K
BCA
42
Berman Capital Advisors
Georgia
$32K +$32.8K +2,013 New
NSIM
43
North Star Investment Management
Illinois
$22K
Deutsche Bank
44
Deutsche Bank
Germany
$16K +$16.4K +1,006 New
GRP
45
Global Retirement Partners
California
$12K
AF
46
Advisornet Financial
Minnesota
$8K
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$8K
ASN
48
Advisory Services Network
Georgia
$8K +$8.4K +516 New
NFG
49
Next Financial Group
Texas
$6K +$6.52K +400 New
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.79K

HPS Hedge Fund Activity: Q3 2020 in Review

52 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund III (HPS) for Q3 2020, worth a combined $52.5M — up 4% from $50.5M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of HPS and 8 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 16 added.

The largest buyer was Ameriprise, adding an estimated $1.31M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $632K sold.

  • 52 institutional investors held John Hancock Preferred Income Fund III (HPS) as of Q3 2020, down from 53 in Q2 2020.
  • Funds reported $52.5M of John Hancock Preferred Income Fund III stock for Q3 2020, up 4% quarter-over-quarter.
  • 8 funds opened new John Hancock Preferred Income Fund III positions in Q3 2020 and 9 closed out, a net change of -1 holder.
  • The largest John Hancock Preferred Income Fund III buyer in Q3 2020 was Ameriprise, an estimated $1.31M added.
  • The largest John Hancock Preferred Income Fund III seller in Q3 2020 was Thrivent Financial for Lutherans, an estimated $632K sold.

Based on aggregated 13F filings for Q3 2020.