HPS

John Hancock Preferred Income Fund III
HPS

Overview Fund Activity

71 hedge funds and large institutions have $59.8M invested in John Hancock Preferred Income Fund III in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+10
Holders Change %
+16.39%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
16
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$3.2M
2
UBS Group
2
UBS Group
Switzerland
$15.4M
3
SFS
3
Sowell Financial Services
Arkansas
$698K
4
RAM
4
Readystate Asset Management
Illinois
$613K
5
PVI
5
Pine Valley Investments
New Jersey
$742K

Top Sellers

1
GRP
1
Global Retirement Partners
California
$635K
2
WWM
2
Western Wealth Management
Colorado
$0
3
AWM
3
Activest Wealth Management
Florida
$1.32M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$686K
5
Morgan Stanley
5
Morgan Stanley
New York
$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$358K +$358K +23,852 New
Wells Fargo
27
Wells Fargo
California
$331K -$65.1K -4,328 -16%
AWS
28
Arkfeld Wealth Strategies
Nebraska
$329K +$4.09K +290 +1%
GC
29
Guggenheim Capital
Illinois
$325K +$325K +21,652 New
NA
30
NewEdge Advisors
Louisiana
$311K +$9.02K +600 +3%
Raymond James Financial
31
Raymond James Financial
Florida
$311K +$311K +20,679 New
BC
32
Burney Company
Virginia
$294K -$32.5K -2,160 -10%
Walleye Capital
33
Walleye Capital
New York
$272K +$272K +18,116 New
KeyBank National Association
34
KeyBank National Association
Ohio
$256K – – –
Stifel Financial
35
Stifel Financial
Missouri
$240K +$346 +23 +0.1%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$238K +$238K +15,857 New
Mariner
37
Mariner
Kansas
$223K +$223K +14,869 New
AWS
38
Atria Wealth Solutions
New York
$211K – – –
OFS
39
OneAscent Financial Services
Alabama
$192K – – –
SWP
40
Stratos Wealth Partners
Ohio
$156K +$4.9K +326 +3%
BRWA
41
B. Riley Wealth Advisors
Florida
$156K +$2.48K +165 +2%
SPIA
42
Steward Partners Investment Advisory
New York
$76.9K – – –
US Bancorp
43
US Bancorp
Minnesota
$66.1K – – –
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$59.8K – – –
CA
45
Clearstead Advisors
Ohio
$53.2K +$4K +266 +8%
RAM
46
Ramirez Asset Management
New York
$52.6K – – –
PTC
47
Private Trust Company
Ohio
$52.6K – – –
Comerica Bank
48
Comerica Bank
Texas
$48.8K – – –
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$40.6K +$40.6K +2,700 New
BTD
50
BankPlus Trust Department
Mississippi
$37.7K +$37.7K +2,505 New
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