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HPS

John Hancock Preferred Income Fund III

61 hedge funds and large institutions have $47.3M invested in John Hancock Preferred Income Fund III in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

5% more funds holding

Funds holding: 5861 (+3)

0.4% more ownership

Funds ownership: 9.92%10.32% (+0.4%)

0% more capital invested

Capital invested by funds: $47.2M → $47.3M (+$68.2K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
14
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$264K +$18.5K +1,267 +7%
CW
27
CreativeOne Wealth
Kansas
$263K -$90.3K -6,200 -25%
HighTower Advisors
28
HighTower Advisors
Illinois
$238K +$3.63K +249 +2%
AWS
29
Atria Wealth Solutions
New York
$222K +$1.31K +90 +0.6%
VF
30
Virtu Financial
New York
$208K +$210K +14,382 New
RJA
31
Raymond James & Associates
Florida
$198K -$89.1K -6,118 -31%
GC
32
Guggenheim Capital
Illinois
$181K -$2.14K -147 -1%
SWP
33
Stratos Wealth Partners
Ohio
$168K -$7.28K -500 -4%
SPC
34
Sigma Planning Corp
Michigan
$167K +$422 +29 +0.3%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$146K -$3.39K -233 -2%
EC
36
Elequin Capital
New York
$103K +$104K +7,142 New
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$96K
PTC
38
Private Trust Company
Ohio
$51K
SPIA
39
Steward Partners Investment Advisory
New York
$36.3K
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$29.1K -$8.74K -600 -23%
BC
41
Barrett & Company
Rhode Island
$28.1K
KFI
42
Key Financial Inc
Pennsylvania
$25.7K
SWM
43
Sanctuary Wealth Management
Idaho
$23.1K +$23.3K +1,600 New
CA
44
CoreCap Advisors
Michigan
$22K +$22.2K +1,525 New
HI
45
Harbour Investments
Wisconsin
$17.3K
BAM
46
Belpointe Asset Management
Nevada
$15.6K +$15.8K +1,082 New
NSIM
47
North Star Investment Management
Illinois
$15.4K -$4.37K -300 -22%
CBT
48
CoreFirst Bank & Trust
Kansas
$14.4K
MCC
49
Money Concepts Capital
Florida
$13.2K +$13.3K +913 New
RBC
50
Romano Brothers & Co
Illinois
$11.5K +$11.7K +800 New

HPS Hedge Fund Activity: Q4 2022 in Review

61 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund III (HPS) for Q4 2022, worth a combined $47.3M — up 0.14% from $47.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HPS positions and 4 closed out — a net gain of 4 holders — while 14 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.72M. The largest seller was UBS Group, cutting an estimated $360K.

  • 61 institutional investors held John Hancock Preferred Income Fund III (HPS) as of Q4 2022, up from 58 in Q3 2022.
  • Funds reported $47.3M of John Hancock Preferred Income Fund III stock for Q4 2022, up 0.14% quarter-over-quarter.
  • 8 funds opened new John Hancock Preferred Income Fund III positions in Q4 2022 and 4 closed out, a net change of +4 holders.
  • The largest John Hancock Preferred Income Fund III buyer in Q4 2022 was Morgan Stanley, an estimated $1.72M added.
  • The largest John Hancock Preferred Income Fund III seller in Q4 2022 was UBS Group, an estimated $360K sold.

Based on aggregated 13F filings for Q4 2022.