HPS

John Hancock Preferred Income Fund III
HPS

Overview Fund Activity

68 hedge funds and large institutions have $58M invested in John Hancock Preferred Income Fund III in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 8 closing their positions.

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
16
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$20.5M
2
UBS Group
2
UBS Group
Switzerland
$10.6M
3
RIL
3
Rothschild Investment LLC
Illinois
$2.3M
4
LCM
4
Landscape Capital Management
New Jersey
$783K
5
SFS
5
Shaker Financial Services
Virginia
$674K

Top Sellers

1
SAMC
1
Spectrum Asset Management (Connecticut)
Connecticut
$0
2
JE
2
JMAC Enterprises
Pennsylvania
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$718K
4
Jane Street
4
Jane Street
New York
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$20.5M 1,448,132 +755,631 +109%
UBS Group
2
UBS Group
Switzerland
$10.6M 750,210 +319,246 +74%
Invesco
3
Invesco
Georgia
$3.35M 236,993 +41,209 +21%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.57M 182,029 +1,508 +0.8%
RIL
5
Rothschild Investment LLC
Illinois
$2.3M 162,400 +162,400 New
CAN
6
Cetera Advisor Networks
California
$1.58M 111,826 -4,398 -4%
Ameriprise
7
Ameriprise
Minnesota
$1.54M 108,912 +18,513 +20%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.5M 106,328 +35,308 +50%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$1.19M 84,365 – –
LPL Financial
10
LPL Financial
California
$1M 70,951 -2,088 -3%
SFS
11
Sowell Financial Services
Arkansas
$797K 55,338 +157 +0.3%
LCM
12
Landscape Capital Management
New Jersey
$783K 55,357 +55,357 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$718K 50,774 -10,588 -17%
SFS
14
Shaker Financial Services
Virginia
$674K 47,653 +47,653 New
Bank of America
15
Bank of America
North Carolina
$634K 44,852 -893 -2%
PTC
16
Philadelphia Trust Company
Pennsylvania
$598K 42,300 – –
SAM
17
Selway Asset Management
$548K 38,760 -2,800 -7%
LOPW
18
Live Oak Private Wealth
North Carolina
$546K 38,630 – –
WWM
19
Western Wealth Management
Colorado
$516K 36,459 -2,429 -6%
Cohen & Steers
20
Cohen & Steers
New York
$515K 36,388 – –
BC
21
Burney Company
Virginia
$433K 30,625 – –
HighTower Advisors
22
HighTower Advisors
Illinois
$417K 29,510 +11,911 +68%
NA
23
NewEdge Advisors
Louisiana
$410K 28,465 +11,465 +67%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$376K 26,615 +26,599 +166,244%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$338K 23,925 -41 -0.2%
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