We are live on ! Find out more
HPS

John Hancock Preferred Income Fund III

58 hedge funds and large institutions have $47.1M invested in John Hancock Preferred Income Fund III in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

0% more funds holding

Funds holding: 5858 (0)

1.45% less ownership

Funds ownership: 10.17%8.72% (-1.5%)

12% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 17

22% less capital invested

Capital invested by funds: $60.6M → $47.1M (-$13.5M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
58
Holders Change
Holders Change %
0%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
15
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$10.2M -$105K -5,506 -1%
Morgan Stanley
2
Morgan Stanley
New York
$9.14M -$83.7K -4,377 -0.9%
Invesco
3
Invesco
Georgia
$4.44M -$896K -46,843 -17%
Ameriprise
4
Ameriprise
Minnesota
$2.66M +$22.7K +1,187 +0.8%
Cohen & Steers
5
Cohen & Steers
New York
$2.63M -$96.4K -5,041 -3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.62M +$15.3K +800 +0.9%
LPL Financial
7
LPL Financial
California
$1.04M +$390K +20,396 +58%
CW
8
CreativeOne Wealth
Kansas
$1.01M -$47.8K -2,500 -4%
Osaic Holdings
9
Osaic Holdings
Arizona
$981K -$127K -6,655 -11%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$981K +$28.1K +1,472 +3%
Bank of America
11
Bank of America
North Carolina
$955K +$4.36K +228 +0.4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$932K -$55.5K -2,904 -6%
BC
13
Burney Company
Virginia
$861K
SAM
14
Selway Asset Management
$824K +$5.74K +300 +0.7%
PTC
15
Philadelphia Trust Company
Pennsylvania
$793K
LOPW
16
Live Oak Private Wealth
North Carolina
$724K
SFS
17
Sowell Financial Services
Arkansas
$684K -$194K -10,158 -22%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$513K -$11K -575 -2%
WS
19
Wedbush Securities
California
$450K -$6.14K -321 -1%
GC
20
Guggenheim Capital
Illinois
$446K +$12.5K +655 +3%
AWS
21
Arkfeld Wealth Strategies
Nebraska
$427K
SWP
22
Stratos Wealth Partners
Ohio
$404K +$11K +573 +3%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$401K -$49.5K -2,591 -11%
Wells Fargo
24
Wells Fargo
California
$393K -$3.92K -205 -1%
RJA
25
Raymond James & Associates
Florida
$372K +$24.7K +1,293 +7%

HPS Hedge Fund Activity: Q4 2021 in Review

58 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund III (HPS) for Q4 2021, worth a combined $47.1M — down 22% from $60.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HPS positions and 8 closed out — a net gain of 2 holders — while 15 added to existing stakes and 17 trimmed.

The largest buyer was LPL Financial, adding an estimated $390K. The largest seller was Invesco, cutting an estimated $896K.

  • 58 institutional investors held John Hancock Preferred Income Fund III (HPS) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $47.1M of John Hancock Preferred Income Fund III stock for Q4 2021, down 22% quarter-over-quarter.
  • 10 funds opened new John Hancock Preferred Income Fund III positions in Q4 2021 and 8 closed out, a net change of +2 holders.
  • The largest John Hancock Preferred Income Fund III buyer in Q4 2021 was LPL Financial, an estimated $390K added.
  • The largest John Hancock Preferred Income Fund III seller in Q4 2021 was Invesco, an estimated $896K sold.

Based on aggregated 13F filings for Q4 2021.