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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
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$15K
MCM
52
MAI Capital Management
Ohio
$14.2K -$2K -133 -12%
GWM
53
Geneos Wealth Management
Colorado
$10.5K +$5.28K +350 +100%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$7.5K
BF
55
BOK Financial
Oklahoma
$7.5K +$7.54K +500 New
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.5K
AF
57
Allworth Financial
California
$2.58K
GJIA
58
Glass Jacobson Investment Advisors
Maryland
$2.25K
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$1.06K
FFA
60
Farther Finance Advisors
California
$122
MG
61
Marex Group
-$703K -46,766 Closed
WAM
62
Wolverine Asset Management
Illinois
-$399K -26,551 Closed
Walleye Capital
63
Walleye Capital
New York
-$272K -18,116 Closed
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
-$238K -15,857 Closed
SWP
65
Stratos Wealth Partners
Ohio
-$156K -10,403 Closed
RAM
66
Ramirez Asset Management
New York
-$52.6K -3,500 Closed
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
-$40.6K -2,700 Closed
WSFS
68
Wilmington Savings Fund Society
Delaware
-$30.1K -2,000 Closed
CFGS
69
Concourse Financial Group Securities
Alabama
-$23.8K -1,591 Closed
KFI
70
Key Financial Inc
Pennsylvania
-$20.2K -1,342 Closed
CBT
71
CoreFirst Bank & Trust
Kansas
-$15K -1,000 Closed
EC
72
Elequin Capital
New York
-$1.61K -107 Closed
AP
73
Aspect Partners
Virginia
-$1.5K -100 Closed

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.