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HPS

John Hancock Preferred Income Fund III

61 hedge funds and large institutions have $63M invested in John Hancock Preferred Income Fund III in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $58.2M → $63M (+$4.83M)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

0% more funds holding

Funds holding: 6161 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0.08% less ownership

Funds ownership: 11.52%11.44% (-0.08%)

Holders
61
Holders Change
Holders Change %
0%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
15
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
26
KeyBank National Association
Ohio
$293K
Stifel Financial
27
Stifel Financial
Missouri
$275K -$11K -679 -4%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$266K -$16.2K -1,000 -6%
AWS
29
Atria Wealth Solutions
New York
$243K
OFS
30
OneAscent Financial Services
Alabama
$220K
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$218K +$206K +12,700 New
BRWA
32
B. Riley Wealth Advisors
Florida
$176K +$166K +10,226 New
SWP
33
Stratos Wealth Partners
Ohio
$174K -$9.57K -590 -6%
SPIA
34
Steward Partners Investment Advisory
New York
$88.2K +$42.3K +2,605 +104%
US Bancorp
35
US Bancorp
Minnesota
$75.8K +$71.3K +4,396 New
CIBC Private Wealth Group
36
CIBC Private Wealth Group
Georgia
$69K -$74.2K -4,570 -53%
PTC
37
Private Trust Company
Ohio
$60.3K
RAM
38
Ramirez Asset Management
New York
$60.3K
CA
39
Clearstead Advisors
Ohio
$56.4K
Comerica Bank
40
Comerica Bank
Texas
$56K
WSFS
41
Wilmington Savings Fund Society
Delaware
$34.5K +$32.5K +2,000 New
CFGS
42
Concourse Financial Group Securities
Alabama
$27.4K
KFI
43
Key Financial Inc
Pennsylvania
$23.1K
HI
44
Harbour Investments
Wisconsin
$20.7K
SWM
45
Sanctuary Wealth Management
Idaho
$19.9K
BC
46
Barrett & Company
Rhode Island
$18.4K +$341 +21 +2%
CA
47
CoreCap Advisors
Michigan
$18.1K
OW
48
Olistico Wealth
Oklahoma
$17.6K
CBT
49
CoreFirst Bank & Trust
Kansas
$17.2K +$16.2K +1,000 New
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$17K

HPS Hedge Fund Activity: Q3 2024 in Review

61 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund III (HPS) for Q3 2024, worth a combined $63M — up 8.3% from $58.2M a quarter earlier.

Fund positioning in HPS was balanced in Q3 2024: 8 funds opened new positions, 8 closed out, 15 added to existing stakes and 14 trimmed.

The largest buyer was UBS Group, adding an estimated $925K. The largest seller was Sowell Financial Services, exiting entirely with an estimated $751K sold.

  • 61 institutional investors held John Hancock Preferred Income Fund III (HPS) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $63M of John Hancock Preferred Income Fund III stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 8 funds opened new John Hancock Preferred Income Fund III positions in Q3 2024 and 8 closed out, a net change of 0 holders.
  • The largest John Hancock Preferred Income Fund III buyer in Q3 2024 was UBS Group, an estimated $925K added.
  • The largest John Hancock Preferred Income Fund III seller in Q3 2024 was Sowell Financial Services, an estimated $751K sold.

Based on aggregated 13F filings for Q3 2024.