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HPS

John Hancock Preferred Income Fund III
HPS

61 hedge funds and large institutions have $58.2M invested in John Hancock Preferred Income Fund III in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

8% more capital invested

Capital invested by funds: $54.1M → $58.2M (+$4.07M)

0.54% more ownership

Funds ownership: 10.98% → 11.52% (+0.54%)

2% less funds holding

Funds holding: 62 → 61 (-1)

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
16
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$3.11M
2
GRP
Global Retirement Partners
California
+$1.5M
3
AWM
Activest Wealth Management
Florida
+$1.39M
4
UBS Group
UBS Group
Switzerland
+$844K
5
Bank of America
Bank of America
North Carolina
+$271K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$2.18M
2
GC
Guggenheim Capital
Illinois
-$255K
3
Morgan Stanley
Morgan Stanley
New York
-$250K
4
BC
Burney Company
Virginia
-$137K
5
Invesco
Invesco
Georgia
-$118K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
51
GPS Wealth Strategies Group
Colorado
$8.29K – – –
ECM
52
Estabrook Capital Management
New York
$8.05K – – –
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$7.91K – – –
GJWM
54
Gilliland Jeter Wealth Management
Arkansas
$6.32K – – –
MCA
55
Maryland Capital Advisors
Maryland
$6.06K +$5.88K +383 New
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.74K – – –
National Bank of Canada
57
National Bank of Canada
Quebec, Canada
$4.72K – – –
FLPIM
58
F.L. Putnam Investment Management
Massachusetts
$3.83K +$3.72K +242 New
GJIA
59
Glass Jacobson Investment Advisors
Maryland
$2.37K – – –
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$1.12K – – –
FFA
61
Farther Finance Advisors
California
$120 +$15 +1 +14%
GC
62
Guggenheim Capital
Illinois
– -$255K -16,526 Closed
CBT
63
CoreFirst Bank & Trust
Kansas
– -$15.4K -1,000 Closed
TWC
64
TD Waterhouse Canada
Ontario, Canada
– -$3.07K -200 Closed
NSIM
65
North Star Investment Management
Illinois
– -$1.08K -70 Closed
Fidelity Investments
66
Fidelity Investments
Massachusetts
– -$15 -1 Closed
1 2
3

HPS Hedge Fund Activity: Q2 2024 in Review

61 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund III (HPS) for Q2 2024, worth a combined $58.2M — up 7.5% from $54.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HPS positions and 5 closed out — a net gain of 1 holder — while 16 added to existing stakes and 14 trimmed.

The largest buyer was Ameriprise, adding an estimated $3.11M. The largest seller was Osaic Holdings, cutting an estimated $2.18M.

  • 61 institutional investors held John Hancock Preferred Income Fund III (HPS) as of Q2 2024, down from 62 in Q1 2024.
  • Funds reported $58.2M of John Hancock Preferred Income Fund III stock for Q2 2024, up 7.5% quarter-over-quarter.
  • 6 funds opened new John Hancock Preferred Income Fund III positions in Q2 2024 and 5 closed out, a net change of +1 holder.
  • The largest John Hancock Preferred Income Fund III buyer in Q2 2024 was Ameriprise, an estimated $3.11M added.
  • The largest John Hancock Preferred Income Fund III seller in Q2 2024 was Osaic Holdings, an estimated $2.18M sold.

Based on aggregated 13F filings for Q2 2024.