HPS

John Hancock Preferred Income Fund III
HPS

Overview Fund Activity

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.

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
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$16.3M
2
WWM
2
Western Wealth Management
Colorado
$681K
3
LPL Financial
3
LPL Financial
California
$1.73M
4
Morgan Stanley
4
Morgan Stanley
New York
$14.2M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$218K

Top Sellers

1
SFS
1
Sowell Financial Services
Arkansas
$0
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.16M
3
Cohen & Steers
3
Cohen & Steers
New York
$0
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
Ameriprise
5
Ameriprise
Minnesota
$5.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
26
KeyBank National Association
Ohio
$293K – – –
Stifel Financial
27
Stifel Financial
Missouri
$275K -$11.7K -679 -4%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$266K -$17.2K -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 +$218K +12,700 New
BRWA
32
B. Riley Wealth Advisors
Florida
$176K +$176K +10,226 New
SWP
33
Stratos Wealth Partners
Ohio
$174K -$10.2K -590 -6%
SPIA
34
Steward Partners Investment Advisory
New York
$88.2K +$44.9K +2,605 +104%
US Bancorp
35
US Bancorp
Minnesota
$75.8K +$75.8K +4,396 New
CIBC Private Wealth Group
36
CIBC Private Wealth Group
Georgia
$69K -$78.8K -4,570 -53%
RAM
37
Ramirez Asset Management
New York
$60.3K – – –
PTC
38
Private Trust Company
Ohio
$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 +$34.5K +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 +$362 +21 +2%
CA
47
CoreCap Advisors
Michigan
$18.1K – – –
OW
48
Olistico Wealth
Oklahoma
$17.6K – – –
CBT
49
CoreFirst Bank & Trust
Kansas
$17.2K +$17.2K +1,000 New
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
1
2
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