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HPS

John Hancock Preferred Income Fund III

60 hedge funds and large institutions have $58M invested in John Hancock Preferred Income Fund III in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

0.48% less ownership

Funds ownership: 12.57%12.09% (-0.48%)

4% less capital invested

Capital invested by funds: $60.5M → $58M (-$2.42M)

17% less funds holding

Funds holding: 7260 (-12)

62% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 13

Holders
60
Holders Change
-12
Holders Change %
-16.67%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
16
Reduced
15
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
26
Arkfeld Wealth Strategies
Nebraska
$338K +$4.57K +303 +1%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$319K -$39.1K -2,592 -11%
NA
28
NewEdge Advisors
Louisiana
$312K +$1.51K +100 +0.5%
Raymond James Financial
29
Raymond James Financial
Florida
$299K -$11.5K -762 -4%
BC
30
Burney Company
Virginia
$294K
KeyBank National Association
31
KeyBank National Association
Ohio
$255K
Stifel Financial
32
Stifel Financial
Missouri
$240K +$377 +25 +0.2%
AWS
33
Atria Wealth Solutions
New York
$211K
Mariner
34
Mariner
Kansas
$192K -$31.1K -2,062 -14%
OFS
35
OneAscent Financial Services
Alabama
$191K
RAM
36
Readystate Asset Management
Illinois
$157K -$457K -30,344 -74%
FFN
37
Focus Financial Network
Minnesota
$154K +$155K +10,282 New
SPIA
38
Steward Partners Investment Advisory
New York
$76.8K
US Bancorp
39
US Bancorp
Minnesota
$65.9K
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$54.5K
CA
41
Clearstead Advisors
Ohio
$53.1K
Comerica Bank
42
Comerica Bank
Texas
$48.8K
BTD
43
BankPlus Trust Department
Mississippi
$37.6K
PTC
44
Private Trust Company
Ohio
$30K -$22.6K -1,500 -43%
CTC
45
Central Trust Company
Missouri
$22.5K
CWM
46
Consultiva Wealth Management
Puerto Rico
$22.5K +$22.6K +1,500 New
HI
47
Harbour Investments
Wisconsin
$18K
BC
48
Barrett & Company
Rhode Island
$16.7K +$362 +24 +2%
CA
49
CoreCap Advisors
Michigan
$15.8K
OW
50
Olistico Wealth
Oklahoma
$15.3K

HPS Hedge Fund Activity: Q1 2025 in Review

60 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund III (HPS) for Q1 2025, worth a combined $58M — down 4% from $60.5M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of HPS and 5 opened new positions — a net loss of 8 holders — while 15 trimmed existing stakes and 16 added.

The largest buyer was Guggenheim Capital, adding an estimated $1.37M. The largest seller was Ameriprise, cutting an estimated $2.42M.

  • 60 institutional investors held John Hancock Preferred Income Fund III (HPS) as of Q1 2025, down from 72 in Q4 2024.
  • Funds reported $58M of John Hancock Preferred Income Fund III stock for Q1 2025, down 4% quarter-over-quarter.
  • 5 funds opened new John Hancock Preferred Income Fund III positions in Q1 2025 and 13 closed out, a net change of -8 holders.
  • The largest John Hancock Preferred Income Fund III buyer in Q1 2025 was Guggenheim Capital, an estimated $1.37M added.
  • The largest John Hancock Preferred Income Fund III seller in Q1 2025 was Ameriprise, an estimated $2.42M sold.

Based on aggregated 13F filings for Q1 2025.