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HPS

John Hancock Preferred Income Fund III

61 hedge funds and large institutions have $63M invested in John Hancock Preferred Income Fund III in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $58.2M → $63M (+$4.83M)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

0% more funds holding

Funds holding: 6161 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0.08% less ownership

Funds ownership: 11.52%11.44% (-0.08%)

Holders
61
Holders Change
Holders Change %
0%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
15
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$16.2K +$7.11K +438 +88%
ECM
52
Estabrook Capital Management
New York
$8.78K
GJWM
53
Gilliland Jeter Wealth Management
Arkansas
$6.9K
GWM
54
Geneos Wealth Management
Colorado
$6.03K -$8.11K -500 -59%
FDCDDQ
55
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.17K
National Bank of Canada
56
National Bank of Canada
Quebec, Canada
$5.17K
GJIA
57
Glass Jacobson Investment Advisors
Maryland
$2.59K
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$1.22K
JP Morgan Chase
59
JP Morgan Chase
New York
$259 +$243 +15 New
FFA
60
Farther Finance Advisors
California
$134
Fidelity Investments
61
Fidelity Investments
Massachusetts
$17 +$16 +1 New
SFS
62
Sowell Financial Services
Arkansas
-$751K -47,338 Closed
Cohen & Steers
63
Cohen & Steers
New York
-$575K -36,388 Closed
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
-$367K -23,236 Closed
EA
65
Everpar Advisors
Oklahoma
-$175K -11,048 Closed
RJA
66
Raymond James & Associates
Florida
-$174K -10,991 Closed
GWSG
67
GPS Wealth Strategies Group
Colorado
-$8.29K -524 Closed
MCA
68
Maryland Capital Advisors
Maryland
-$6.06K -383 Closed
FLPIM
69
F.L. Putnam Investment Management
Massachusetts
-$3.83K -242 Closed

HPS Hedge Fund Activity: Q3 2024 in Review

61 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund III (HPS) for Q3 2024, worth a combined $63M — up 8.3% from $58.2M a quarter earlier.

Fund positioning in HPS was balanced in Q3 2024: 8 funds opened new positions, 8 closed out, 15 added to existing stakes and 14 trimmed.

The largest buyer was UBS Group, adding an estimated $925K. The largest seller was Sowell Financial Services, exiting entirely with an estimated $751K sold.

  • 61 institutional investors held John Hancock Preferred Income Fund III (HPS) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $63M of John Hancock Preferred Income Fund III stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 8 funds opened new John Hancock Preferred Income Fund III positions in Q3 2024 and 8 closed out, a net change of 0 holders.
  • The largest John Hancock Preferred Income Fund III buyer in Q3 2024 was UBS Group, an estimated $925K added.
  • The largest John Hancock Preferred Income Fund III seller in Q3 2024 was Sowell Financial Services, an estimated $751K sold.

Based on aggregated 13F filings for Q3 2024.