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HPS

John Hancock Preferred Income Fund III

59 hedge funds and large institutions have $65.6M invested in John Hancock Preferred Income Fund III in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

0.79% less ownership

Funds ownership: 11.56%10.77% (-0.79%)

2% less capital invested

Capital invested by funds: $66.7M → $65.6M (-$1.11M)

5% less funds holding

Funds holding: 6259 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
59
Holders Change
-3
Holders Change %
-4.84%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
17
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$411K
MAFM
27
Mid Atlantic Financial Management
Pennsylvania
$392K -$189K -10,099 -33%
HighTower Advisors
28
HighTower Advisors
Illinois
$331K +$3.43K +183 +1%
Jane Street
29
Jane Street
New York
$311K +$304K +16,193 New
ONB
30
Old National Bancorp
Indiana
$304K -$7.35K -392 -2%
RJA
31
Raymond James & Associates
Florida
$302K +$10.5K +562 +4%
SPC
32
Sigma Planning Corp
Michigan
$236K -$27.2K -1,451 -11%
NL
33
NWAM LLC
Washington
$218K -$251K -13,362 -54%
HI
34
Harbour Investments
Wisconsin
$212K +$113 +6 +0.1%
APA
35
American Portfolios Advisors
New York
$163K +$26.8K +1,429 +20%
Lazard Asset Management
36
Lazard Asset Management
New York
$134K
Citigroup
37
Citigroup
New York
$126K -$107K -5,730 -47%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$126K
NFSG
39
Newbridge Financial Services Group
Florida
$65K -$8.31K -443 -12%
GWM
40
Geneos Wealth Management
Colorado
$62K
SPIA
41
Steward Partners Investment Advisory
New York
$60K
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$51K +$40K +2,132 +426%
FIA
43
FNY Investment Advisers
New York
$48K -$35K -1,868 -43%
AF
44
Allworth Financial
California
$38K
CBT
45
CoreFirst Bank & Trust
Kansas
$29K
KFI
46
Key Financial Inc
Pennsylvania
$26K
NSIM
47
North Star Investment Management
Illinois
$26K
AWA
48
Arkadios Wealth Advisors
Georgia
$23K +$18.6K +991 +420%
Deutsche Bank
49
Deutsche Bank
Germany
$19K
AA
50
Addison Advisors
Vermont
$19K +$19K +1,012 New

HPS Hedge Fund Activity: Q2 2021 in Review

59 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund III (HPS) for Q2 2021, worth a combined $65.6M — down 1.7% from $66.7M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of HPS and 5 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 17 added.

The largest buyer was UBS Group, adding an estimated $1.32M. The largest seller was Cetera Advisor Networks, exiting entirely with an estimated $1.24M sold.

  • 59 institutional investors held John Hancock Preferred Income Fund III (HPS) as of Q2 2021, down from 62 in Q1 2021.
  • Funds reported $65.6M of John Hancock Preferred Income Fund III stock for Q2 2021, down 1.7% quarter-over-quarter.
  • 5 funds opened new John Hancock Preferred Income Fund III positions in Q2 2021 and 8 closed out, a net change of -3 holders.
  • The largest John Hancock Preferred Income Fund III buyer in Q2 2021 was UBS Group, an estimated $1.32M added.
  • The largest John Hancock Preferred Income Fund III seller in Q2 2021 was Cetera Advisor Networks, an estimated $1.24M sold.

Based on aggregated 13F filings for Q2 2021.