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HPS

John Hancock Preferred Income Fund III

61 hedge funds and large institutions have $61M invested in John Hancock Preferred Income Fund III in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

17% more funds holding

Funds holding: 5261 (+9)

16% more capital invested

Capital invested by funds: $52.5M → $61M (+$8.48M)

0.7% more ownership

Funds ownership: 10.38%11.08% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
61
Holders Change
+9
Holders Change %
+17.31%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
20
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
26
Western Wealth Management
Colorado
$549K +$4.92K +297 +0.9%
MAFM
27
Mid Atlantic Financial Management
Pennsylvania
$458K +$44.8K +2,700 +11%
Wells Fargo
28
Wells Fargo
California
$406K -$119K -7,182 -23%
AWS
29
Arkfeld Wealth Strategies
Nebraska
$382K +$24.9K +1,500 +7%
Lazard Asset Management
30
Lazard Asset Management
New York
$377K
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$365K +$18.1K +1,089 +5%
WS
32
Wedbush Securities
California
$357K +$19.9K +1,200 +6%
WAM
33
Wolverine Asset Management
Illinois
$335K +$322K +19,400 New
HighTower Advisors
34
HighTower Advisors
Illinois
$298K +$284K +17,158 New
RJA
35
Raymond James & Associates
Florida
$295K +$763 +46 +0.3%
ONB
36
Old National Bancorp
Indiana
$281K -$82.9K -5,000 -23%
BAS
37
Brown Advisory Securities
Maryland
$202K
Truist Financial
38
Truist Financial
North Carolina
$181K -$6.63K -400 -4%
LCM
39
Landscape Capital Management
New Jersey
$177K +$170K +10,240 New
APA
40
American Portfolios Advisors
New York
$121K +$6.37K +384 +6%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$114K
NFSG
42
Newbridge Financial Services Group
Florida
$66K +$14.9K +898 +31%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$64K
GWM
44
Geneos Wealth Management
Colorado
$55K
SPIA
45
Steward Partners Investment Advisory
New York
$54K -$4.97K -300 -9%
FIA
46
FNY Investment Advisers
New York
$53K +$51.8K +3,123 New
AF
47
Allworth Financial
California
$35K
CBT
48
CoreFirst Bank & Trust
Kansas
$26K +$24.9K +1,500 New
NSIM
49
North Star Investment Management
Illinois
$24K
KFI
50
Key Financial Inc
Pennsylvania
$23K +$22.2K +1,342 New

HPS Hedge Fund Activity: Q4 2020 in Review

61 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund III (HPS) for Q4 2020, worth a combined $61M — up 16% from $52.5M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new HPS positions and 4 closed out — a net gain of 10 holders — while 20 added to existing stakes and 12 trimmed.

The largest buyer was CreativeOne Wealth, opening a new position worth an estimated $992K. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $589K sold.

  • 61 institutional investors held John Hancock Preferred Income Fund III (HPS) as of Q4 2020, up from 52 in Q3 2020.
  • Funds reported $61M of John Hancock Preferred Income Fund III stock for Q4 2020, up 16% quarter-over-quarter.
  • 14 funds opened new John Hancock Preferred Income Fund III positions in Q4 2020 and 4 closed out, a net change of +10 holders.
  • The largest John Hancock Preferred Income Fund III buyer in Q4 2020 was CreativeOne Wealth, an estimated $992K added.
  • The largest John Hancock Preferred Income Fund III seller in Q4 2020 was J.W. Cole Advisors, an estimated $589K sold.

Based on aggregated 13F filings for Q4 2020.