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HPS

John Hancock Preferred Income Fund III

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.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $58.2M → $63M (+$4.83M)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

0% more funds holding

Funds holding: 6161 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0.08% less ownership

Funds ownership: 11.52%11.44% (-0.08%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$16.3M +$925K +57,000 +6%
Morgan Stanley
2
Morgan Stanley
New York
$14.2M +$231K +14,214 +2%
Ameriprise
3
Ameriprise
Minnesota
$5.24M -$326K -20,065 -6%
Invesco
4
Invesco
Georgia
$3.54M +$159K +9,768 +5%
RIL
5
Rothschild Investment LLC
Illinois
$2.74M
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$1.98M -$154K -9,482 -8%
AWM
7
Activest Wealth Management
Florida
$1.94M -$6.64K -409 -0.4%
LPL Financial
8
LPL Financial
California
$1.73M +$488K +30,101 +43%
GRP
9
Global Retirement Partners
California
$1.72M -$37.2K -2,290 -2%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$1.47M +$10.2K +627 +0.7%
Bank of America
11
Bank of America
North Carolina
$1.31M +$186K +11,485 +18%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.16M -$657K -40,501 -38%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$859K +$30.3K +1,869 +4%
PTC
14
Philadelphia Trust Company
Pennsylvania
$826K -$71.4K -4,400 -8%
WWM
15
Western Wealth Management
Colorado
$681K +$641K +39,473 New
LOPW
16
Live Oak Private Wealth
North Carolina
$666K
Osaic Holdings
17
Osaic Holdings
Arizona
$652K +$9.3K +573 +2%
HighTower Advisors
18
HighTower Advisors
Illinois
$512K +$4.28K +264 +0.9%
SAM
19
Selway Asset Management
$480K -$146K -9,000 -24%
Wells Fargo
20
Wells Fargo
California
$455K +$31.5K +1,944 +8%
AWS
21
Arkfeld Wealth Strategies
Nebraska
$397K +$4.32K +266 +1%
WS
22
Wedbush Securities
California
$393K -$3.73K -230 -1%
BC
23
Burney Company
Virginia
$375K
NA
24
NewEdge Advisors
Louisiana
$347K -$52K -3,207 -14%
PVI
25
Pine Valley Investments
New Jersey
$335K +$9.74K +600 +3%

HPS Hedge Fund Activity: Q3 2024 in Review

61 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund III (HPS) for Q3 2024, worth a combined $63M — up 8.3% from $58.2M a quarter earlier.

Fund positioning in HPS was balanced in Q3 2024: 8 funds opened new positions, 8 closed out, 15 added to existing stakes and 14 trimmed.

The largest buyer was UBS Group, adding an estimated $925K. The largest seller was Sowell Financial Services, exiting entirely with an estimated $751K sold.

  • 61 institutional investors held John Hancock Preferred Income Fund III (HPS) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $63M of John Hancock Preferred Income Fund III stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 8 funds opened new John Hancock Preferred Income Fund III positions in Q3 2024 and 8 closed out, a net change of 0 holders.
  • The largest John Hancock Preferred Income Fund III buyer in Q3 2024 was UBS Group, an estimated $925K added.
  • The largest John Hancock Preferred Income Fund III seller in Q3 2024 was Sowell Financial Services, an estimated $751K sold.

Based on aggregated 13F filings for Q3 2024.