HPS

John Hancock Preferred Income Fund III
HPS

Overview Fund Activity

61 hedge funds and large institutions have $63M invested in John Hancock Preferred Income Fund III in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 8 closing their positions.

Holders
61
Holders Change
–
Holders Change %
0%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$16.3M
2
WWM
2
Western Wealth Management
Colorado
$681K
3
LPL Financial
3
LPL Financial
California
$1.73M
4
Morgan Stanley
4
Morgan Stanley
New York
$14.2M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$218K

Top Sellers

1
SFS
1
Sowell Financial Services
Arkansas
$0
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.16M
3
Cohen & Steers
3
Cohen & Steers
New York
$0
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
Ameriprise
5
Ameriprise
Minnesota
$5.24M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$16.3M 948,284 +57,000 +6%
Morgan Stanley
2
Morgan Stanley
New York
$14.2M 825,858 +14,214 +2%
Ameriprise
3
Ameriprise
Minnesota
$5.24M 303,775 -20,065 -6%
Invesco
4
Invesco
Georgia
$3.54M 205,140 +9,768 +5%
RIL
5
Rothschild Investment LLC
Illinois
$2.74M 158,900 – –
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$1.98M 115,010 -9,482 -8%
AWM
7
Activest Wealth Management
Florida
$1.94M 112,464 -409 -0.4%
LPL Financial
8
LPL Financial
California
$1.73M 100,359 +30,101 +43%
GRP
9
Global Retirement Partners
California
$1.72M 99,883 -2,290 -2%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$1.47M 85,001 +627 +0.7%
Bank of America
11
Bank of America
North Carolina
$1.31M 75,885 +11,485 +18%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.16M 67,300 -40,501 -38%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$859K 49,834 +1,869 +4%
PTC
14
Philadelphia Trust Company
Pennsylvania
$826K 47,900 -4,400 -8%
WWM
15
Western Wealth Management
Colorado
$681K 39,473 +39,473 New
LOPW
16
Live Oak Private Wealth
North Carolina
$666K 38,630 – –
Osaic Holdings
17
Osaic Holdings
Arizona
$652K 37,827 +573 +2%
HighTower Advisors
18
HighTower Advisors
Illinois
$512K 29,496 +264 +0.9%
SAM
19
Selway Asset Management
$480K 27,830 -9,000 -24%
Wells Fargo
20
Wells Fargo
California
$455K 26,372 +1,944 +8%
AWS
21
Arkfeld Wealth Strategies
Nebraska
$397K 23,045 +266 +1%
WS
22
Wedbush Securities
California
$393K 22,782 -230 -1%
BC
23
Burney Company
Virginia
$375K 21,735 – –
NA
24
NewEdge Advisors
Louisiana
$347K 20,100 -3,207 -14%
PVI
25
Pine Valley Investments
New Jersey
$335K 19,441 +600 +3%
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