John Hancock Preferred Income Fund III
HPS
56 hedge funds and large institutions have $48.6M invested in John Hancock Preferred Income Fund III in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 21 reducing their positions, and 7 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.01% less ownership
Funds ownership: 9.73% → 9.72% (-0.01%)
7% less funds holding
Funds holding: 60 → 56 (-4)
12% less capital invested
Capital invested by funds: $55.4M → $48.6M (-$6.76M)
43% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 21
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$886K |
| 2 |
PTC
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
+$704K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$448K |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$243K |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$92.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$673K |
| 2 |
Morgan Stanley
New York
|
-$583K |
| 3 |
CP
Castleview Partners
Dallas,
Texas
|
-$363K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$274K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$203K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ECM
51
Estabrook Capital Management
New York
| $8.03K | – | – | – |
|
52
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $7K | -$3.13K | -188 | -28% |
|
|
CP
53
Castleview Partners
Dallas,
Texas
| $6.55K | -$363K | -21,806 | -99% |
|
|
JPLA
54
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| $6K | – | – | – |
|
55
National Bank of Canada
Montreal,
Quebec, Canada
| $5K | – | – | – |
|
|
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $4.73K | – | – | – |
|
|
AWS
57
Atria Wealth Solutions
New York
| – | -$203K | -11,329 | Closed |
|
|
HA
58
Herold Advisors
New York
| – | -$35.7K | -1,986 | Closed |
|
|
AA
59
Addison Advisors
Middlebury,
Vermont
| – | -$18K | -1,012 | Closed |
|
60
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$18K | -1,006 | Closed |
|
|
T
61
TCWP
Beachwood,
Ohio
| – | -$8K | -500 | Closed |
|
|
EIP
62
Ellis Investment Partners
Berwyn,
Pennsylvania
| – | -$5K | -331 | Closed |
|
|
CWAF
63
Core Wealth Advisors (Florida)
Lakeland,
Florida
| – | -$2K | -100 | Closed |
|
HPS Hedge Fund Activity: Q2 2022 in Review
56 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund III (HPS) for Q2 2022, worth a combined $48.6M — down 12% from $55.4M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of HPS and 3 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 12 added.
The largest buyer was Osaic Holdings, adding an estimated $886K. The largest seller was Invesco, cutting an estimated $673K.
- 56 institutional investors held John Hancock Preferred Income Fund III (HPS) as of Q2 2022, down from 60 in Q1 2022.
- Funds reported $48.6M of John Hancock Preferred Income Fund III stock for Q2 2022, down 12% quarter-over-quarter.
- 3 funds opened new John Hancock Preferred Income Fund III positions in Q2 2022 and 7 closed out, a net change of -4 holders.
- The largest John Hancock Preferred Income Fund III buyer in Q2 2022 was Osaic Holdings, an estimated $886K added.
- The largest John Hancock Preferred Income Fund III seller in Q2 2022 was Invesco, an estimated $673K sold.
Based on aggregated 13F filings for Q2 2022.