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 %
WSFS
51
Wilmington Savings Fund Society
Delaware
$30.1K – – –
CFGS
52
Concourse Financial Group Securities
Alabama
$23.8K – – –
CTC
53
Central Trust Company
Missouri
$22.5K +$22.5K +1,500 New
KFI
54
Key Financial Inc
Pennsylvania
$20.2K – – –
HI
55
Harbour Investments
Wisconsin
$18K – – –
SWM
56
Sanctuary Wealth Management
Idaho
$17.3K – – –
BC
57
Barrett & Company
Rhode Island
$16.4K +$346 +23 +2%
MCM
58
MAI Capital Management
Ohio
$16.2K +$16.2K +1,080 New
CA
59
CoreCap Advisors
Michigan
$15.8K – – –
OW
60
Olistico Wealth
Oklahoma
$15.3K – – –
CBT
61
CoreFirst Bank & Trust
Kansas
$15K – – –
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$7.52K -$6.58K -438 -47%
GWM
64
Geneos Wealth Management
Colorado
$5.26K – – –
FDCDDQ
65
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.51K – – –
AF
66
Allworth Financial
California
$2.67K +$2.67K +180 New
GJIA
67
Glass Jacobson Investment Advisors
Maryland
$2.26K – – –
EC
68
Elequin Capital
New York
$1.61K +$1.61K +107 New
AP
69
Aspect Partners
Virginia
$1.5K +$1.5K +100 New
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$1.07K – – –
FFA
71
Farther Finance Advisors
California
$119 – – –
WWM
72
Western Wealth Management
Colorado
– -$681K -39,473 Closed
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
– -$218K -12,700 Closed
ECM
74
Estabrook Capital Management
New York
– -$8.78K -509 Closed
GJWM
75
Gilliland Jeter Wealth Management
Arkansas
– -$6.9K -400 Closed
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