HPS

John Hancock Preferred Income Fund III
HPS

Overview Fund Activity

52 hedge funds and large institutions have $50.3M invested in John Hancock Preferred Income Fund III in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 13 closing their positions.

Holders
52
Holders Change
-6
Holders Change %
-10.34%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
13
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.31M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$632K
3
LOPW
3
Live Oak Private Wealth
North Carolina
$606K
4
PAS
4
Partnervest Advisory Services
California
$616K
5
PTC
5
Philadelphia Trust Company
Pennsylvania
$439K

Top Sellers

1
ACM
1
Anfield Capital Management
California
$0
2
FIA
2
Foundations Investment Advisors
Arizona
$0
3
AI
3
Atria Investments
North Carolina
$0
4
Invesco
4
Invesco
Georgia
$4.12M
5
CAN
5
Cetera Advisor Networks
California
$1.26M
Name Market Value Shares Shares
Change 		Shares
Change %
SAMC
1
Spectrum Asset Management (Connecticut)
Connecticut
$10.1M 646,421 – –
Morgan Stanley
2
Morgan Stanley
New York
$8.31M 529,771 +52,257 +11%
UBS Group
3
UBS Group
Switzerland
$6.52M 415,801 -8,843 -2%
Invesco
4
Invesco
Georgia
$4.12M 262,237 -21,931 -8%
Cohen & Steers
5
Cohen & Steers
New York
$2.56M 163,064 -9,370 -5%
BC
6
Burney Company
Virginia
$1.8M 114,917 -3,123 -3%
CAN
7
Cetera Advisor Networks
California
$1.26M 80,006 -20,264 -20%
Ameriprise
8
Ameriprise
Minnesota
$1.01M 64,604 -2,016 -3%
Osaic Holdings
9
Osaic Holdings
Arizona
$997K 63,681 -7,770 -11%
NL
10
NWAM LLC
Washington
$935K 59,576 -2,680 -4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$910K 58,038 -200 -0.3%
Bank of America
12
Bank of America
North Carolina
$817K 52,025 -1,239 -2%
SWP
13
Stratos Wealth Partners
Ohio
$759K 48,405 +1,080 +2%
GC
14
Guggenheim Capital
Illinois
$743K 47,386 -9,038 -16%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$716K 45,625 -12,290 -21%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$665K 42,375 -1,463 -3%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$632K 40,300 +40,300 New
SAM
18
Selway Asset Management
$621K 39,550 -525 -1%
PAS
19
Partnervest Advisory Services
California
$616K 39,250 +20,675 +111%
LOPW
20
Live Oak Private Wealth
North Carolina
$606K 38,630 +38,630 New
Wells Fargo
21
Wells Fargo
California
$584K 37,167 -9,049 -20%
WS
22
Wedbush Securities
California
$537K 34,224 +260 +0.8%
LPL Financial
23
LPL Financial
California
$516K 32,863 +1,044 +3%
WWM
24
Western Wealth Management
Colorado
$499K 31,239 +2,300 +8%
PTC
25
Philadelphia Trust Company
Pennsylvania
$439K 28,000 +17,000 +155%
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