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HPS

John Hancock Preferred Income Fund III
HPS

72 hedge funds and large institutions have $60.5M invested in John Hancock Preferred Income Fund III in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

18% more funds holding

Funds holding: 61 → 72 (+11)

1.12% more ownership

Funds ownership: 11.44% → 12.57% (+1.1%)

4% less capital invested

Capital invested by funds: $63M → $60.5M (-$2.51M)

Holders
72
Holders Change
+11
Holders Change %
+18.03%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
16
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.79M
2
UBS Group
UBS Group
Switzerland
+$1.16M
3
MG
Marex Group
+$744K
4
SFS
Sowell Financial Services
Arkansas
+$739K
5
RAM
Readystate Asset Management
Illinois
+$649K

Top Sellers

Rank Fund Capital Flow
1
GRP
Global Retirement Partners
California
-$918K
2
WWM
Western Wealth Management
Colorado
-$681K
3
AWM
Activest Wealth Management
Florida
-$395K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$345K
5
Morgan Stanley
Morgan Stanley
New York
-$322K
Name Holding Trade Value Shares
Change 		Change in
Stake
TKP
26
Tallon Kerry Patrick
$360K +$379K +23,833 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$358K +$380K +23,852 New
Wells Fargo
28
Wells Fargo
California
$331K -$68.9K -4,328 -16%
AWS
29
Arkfeld Wealth Strategies
Nebraska
$329K +$4.62K +290 +1%
GC
30
Guggenheim Capital
Illinois
$325K +$345K +21,652 New
NA
31
NewEdge Advisors
Louisiana
$311K +$9.55K +600 +3%
Raymond James Financial
32
Raymond James Financial
Florida
$311K +$329K +20,679 New
BC
33
Burney Company
Virginia
$294K -$34.4K -2,160 -10%
Walleye Capital
34
Walleye Capital
New York
$272K +$288K +18,116 New
KeyBank National Association
35
KeyBank National Association
Ohio
$256K – – –
Stifel Financial
36
Stifel Financial
Missouri
$240K +$366 +23 +0.1%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$238K +$252K +15,857 New
Mariner
38
Mariner
Kansas
$223K +$237K +14,869 New
AWS
39
Atria Wealth Solutions
New York
$211K – – –
OFS
40
OneAscent Financial Services
Alabama
$192K – – –
SWP
41
Stratos Wealth Partners
Ohio
$156K +$5.19K +326 +3%
BRWA
42
B. Riley Wealth Advisors
Florida
$156K +$2.63K +165 +2%
SPIA
43
Steward Partners Investment Advisory
New York
$76.9K – – –
US Bancorp
44
US Bancorp
Minnesota
$66.1K – – –
CIBC Private Wealth Group
45
CIBC Private Wealth Group
Georgia
$59.8K – – –
CA
46
Clearstead Advisors
Ohio
$53.2K +$4.23K +266 +8%
PTC
47
Private Trust Company
Ohio
$52.6K – – –
RAM
48
Ramirez Asset Management
New York
$52.6K – – –
Comerica Bank
49
Comerica Bank
Texas
$48.8K – – –
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$40.6K +$43K +2,700 New
1
2
3 4

HPS Hedge Fund Activity: Q4 2024 in Review

72 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund III (HPS) for Q4 2024, worth a combined $60.5M — down 4% from $63M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new HPS positions and 7 closed out — a net gain of 12 holders — while 16 added to existing stakes and 12 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.79M. The largest seller was Global Retirement Partners, cutting an estimated $918K.

  • 72 institutional investors held John Hancock Preferred Income Fund III (HPS) as of Q4 2024, up from 61 in Q3 2024.
  • Funds reported $60.5M of John Hancock Preferred Income Fund III stock for Q4 2024, down 4% quarter-over-quarter.
  • 19 funds opened new John Hancock Preferred Income Fund III positions in Q4 2024 and 7 closed out, a net change of +12 holders.
  • The largest John Hancock Preferred Income Fund III buyer in Q4 2024 was LPL Financial, an estimated $1.79M added.
  • The largest John Hancock Preferred Income Fund III seller in Q4 2024 was Global Retirement Partners, an estimated $918K sold.

Based on aggregated 13F filings for Q4 2024.