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HPS

John Hancock Preferred Income Fund III

61 hedge funds and large institutions have $58.2M invested in John Hancock Preferred Income Fund III in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

8% more capital invested

Capital invested by funds: $54.1M → $58.2M (+$4.07M)

0.54% more ownership

Funds ownership: 10.98%11.52% (+0.54%)

2% less funds holding

Funds holding: 6261 (-1)

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
16
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
26
Burney Company
Virginia
$344K -$137K -8,900 -29%
PVI
27
Pine Valley Investments
New Jersey
$298K +$27.6K +1,800 +11%
KeyBank National Association
28
KeyBank National Association
Ohio
$269K
Stifel Financial
29
Stifel Financial
Missouri
$263K +$255K +16,631 New
RJFSA
30
Raymond James Financial Services Advisors
Florida
$260K +$14.1K +918 +6%
AWS
31
Atria Wealth Solutions
New York
$222K
OFS
32
OneAscent Financial Services
Alabama
$202K
EA
33
Everpar Advisors
Oklahoma
$175K
RJA
34
Raymond James & Associates
Florida
$174K +$445 +29 +0.3%
SWP
35
Stratos Wealth Partners
Ohio
$169K
CIBC Private Wealth Group
36
CIBC Private Wealth Group
Georgia
$137K +$70.2K +4,570 +114%
PTC
37
Private Trust Company
Ohio
$55.3K
RAM
38
Ramirez Asset Management
New York
$55.3K
CA
39
Clearstead Advisors
Ohio
$51.7K +$50.2K +3,271 New
Comerica Bank
40
Comerica Bank
Texas
$51.4K -$22.7K -1,479 -31%
SPIA
41
Steward Partners Investment Advisory
New York
$39.7K
CFGS
42
Concourse Financial Group Securities
Alabama
$25.2K
KFI
43
Key Financial Inc
Pennsylvania
$21.2K
HI
44
Harbour Investments
Wisconsin
$19K
SWM
45
Sanctuary Wealth Management
Idaho
$18.2K -$3.78K -246 -18%
CA
46
CoreCap Advisors
Michigan
$16.6K +$16.1K +1,050 New
BC
47
Barrett & Company
Rhode Island
$16.5K +$338 +22 +2%
OW
48
Olistico Wealth
Oklahoma
$16.1K +$15.6K +1,019 New
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$16K
GWM
50
Geneos Wealth Management
Colorado
$13.4K

HPS Hedge Fund Activity: Q2 2024 in Review

61 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund III (HPS) for Q2 2024, worth a combined $58.2M — up 7.5% from $54.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HPS positions and 5 closed out — a net gain of 1 holder — while 16 added to existing stakes and 14 trimmed.

The largest buyer was Ameriprise, adding an estimated $3.11M. The largest seller was Osaic Holdings, cutting an estimated $2.18M.

  • 61 institutional investors held John Hancock Preferred Income Fund III (HPS) as of Q2 2024, down from 62 in Q1 2024.
  • Funds reported $58.2M of John Hancock Preferred Income Fund III stock for Q2 2024, up 7.5% quarter-over-quarter.
  • 6 funds opened new John Hancock Preferred Income Fund III positions in Q2 2024 and 5 closed out, a net change of +1 holder.
  • The largest John Hancock Preferred Income Fund III buyer in Q2 2024 was Ameriprise, an estimated $3.11M added.
  • The largest John Hancock Preferred Income Fund III seller in Q2 2024 was Osaic Holdings, an estimated $2.18M sold.

Based on aggregated 13F filings for Q2 2024.