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HPS

John Hancock Preferred Income Fund III

66 hedge funds and large institutions have $48.1M invested in John Hancock Preferred Income Fund III in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

8% more funds holding

Funds holding: 6166 (+5)

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

2% more capital invested

Capital invested by funds: $47.3M → $48.1M (+$846K)

0.31% more ownership

Funds ownership: 10.32%10.63% (+0.31%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
66
Holders Change
+5
Holders Change %
+8.2%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
13
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAMC
1
Spectrum Asset Management (Connecticut)
Connecticut
$9.46M
Morgan Stanley
2
Morgan Stanley
New York
$8.57M +$238K +15,946 +3%
UBS Group
3
UBS Group
Switzerland
$7.11M -$306K -20,444 -4%
Invesco
4
Invesco
Georgia
$2.89M -$437K -29,261 -13%
Ameriprise
5
Ameriprise
Minnesota
$2.56M +$317K +21,220 +14%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.26M +$27.8K +1,860 +1%
CAN
7
Cetera Advisor Networks
California
$1.27M +$183K +12,218 +16%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$1.24M -$27.3K -1,825 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$924K +$77.6K +5,192 +9%
LPL Financial
10
LPL Financial
California
$801K -$51K -3,410 -6%
Bank of America
11
Bank of America
North Carolina
$703K +$8.39K +561 +1%
SFS
12
Sowell Financial Services
Arkansas
$682K
SAM
13
Selway Asset Management
$681K
GG
14
Golden Green
South Carolina
$632K +$646K +43,197 New
PTC
15
Philadelphia Trust Company
Pennsylvania
$619K
WWM
16
Western Wealth Management
Colorado
$603K -$11.5K -770 -2%
BC
17
Burney Company
Virginia
$598K -$12.6K -842 -2%
LOPW
18
Live Oak Private Wealth
North Carolina
$565K
Cohen & Steers
19
Cohen & Steers
New York
$532K
GC
20
Guggenheim Capital
Illinois
$389K +$209K +13,991 +111%
WS
21
Wedbush Securities
California
$384K -$1.58K -106 -0.4%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$350K +$105 +7 +0%
NA
23
NewEdge Advisors
Louisiana
$338K +$44.5K +2,975 +14%
AWS
24
Arkfeld Wealth Strategies
Nebraska
$316K
KeyBank National Association
25
KeyBank National Association
Ohio
$293K

HPS Hedge Fund Activity: Q1 2023 in Review

66 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund III (HPS) for Q1 2023, worth a combined $48.1M — up 1.8% from $47.3M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new HPS positions and 5 closed out — a net gain of 8 holders — while 13 added to existing stakes and 12 trimmed.

The largest buyer was Golden Green, opening a new position worth an estimated $646K. The largest seller was Invesco, cutting an estimated $437K.

  • 66 institutional investors held John Hancock Preferred Income Fund III (HPS) as of Q1 2023, up from 61 in Q4 2022.
  • Funds reported $48.1M of John Hancock Preferred Income Fund III stock for Q1 2023, up 1.8% quarter-over-quarter.
  • 13 funds opened new John Hancock Preferred Income Fund III positions in Q1 2023 and 5 closed out, a net change of +8 holders.
  • The largest John Hancock Preferred Income Fund III buyer in Q1 2023 was Golden Green, an estimated $646K added.
  • The largest John Hancock Preferred Income Fund III seller in Q1 2023 was Invesco, an estimated $437K sold.

Based on aggregated 13F filings for Q1 2023.