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Disclosery

HPS HANCOCK JOHN PFD INCOME FD I

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COM (fund), issuer CIK 1215913

62 managers (62 13F filers) reported a position in HPS shares at 2025-03-31, 3,883,579 shares in all. 5 filers opened a position and 12 filers sold out during the quarter.

Managers
62
13F filers
62
New
5
Added
16
Reduced
16
Sold out
12
Shares held by filers
3,883,579

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
UBS Group AGin group UBS Group AG997,357$15M<0.01%-24,07113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY838,288$12.6M<0.01%+32,64013F-HRTimelineGroup
LPL Financial LLC252,703$3.79M<0.01%+39,98113F-HRTimeline
Invesco Ltd.in group Invesco Ltd.222,250$3.33M<0.01%-5,05113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/137,978$2.07M<0.01%+49,03613F-HRTimelineGroup
Cetera Investment Advisers135,961$2.04M<0.01%-69813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC125,611$1.88M<0.01%-160,54613F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC121,900$1.83M0.12%-28,30013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC112,516$1.69M0.02%+90,86413F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp85,001$1.28M<0.01%013F-HRTimelineGroup
Activest Wealth Management68,920$1.03M0.28%-18,75313F-HRTimeline
Pine Valley Investments Ltd Liability Co57,299$859K0.06%+7,94213F-HRTimeline
J.W. COLE ADVISORS, INC.56,307$845K0.03%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA51,471$772K<0.01%+5,26413F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC47,051$706K<0.01%+1,44113F-HRTimeline
Sowell Financial Services LLC46,456$697K0.03%+2113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.43,944$659K<0.01%+5,19313F-HRTimelineGroup
PHILADELPHIA TRUST CO41,900$629K0.05%013F-HRTimeline
Live Oak Private Wealth LLC38,630$579K0.09%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN32,533$488K<0.01%+10,48913F-HRTimelineGroup
Selway Asset Management26,830$402K0.17%-68013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.25,100$377K<0.01%new13F-HRTimelineGroup
Post Resch Tallon Group Inc.23,857$358K0.37%+2413F-HRTimeline
HighTower Advisors, LLC23,686$355K<0.01%-6,16213F-HRTimeline
WEDBUSH SECURITIES INC22,738$341K0.01%-1,47213F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.23,638$338K0.15%+30313F-HRTimeline
Janney Montgomery Scott LLC21,260$319K<0.01%-2,59213F-HRTimeline
NewEdge Advisors, LLC20,800$312K<0.01%+10013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC19,917$299K<0.01%-76213F-HRTimelineGroup
BURNEY CO/19,575$294K0.01%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…17,000$255K<0.01%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,000$240K<0.01%+2513F-HRTimelineGroup
Atria Wealth Solutions, Inc.14,072$211K<0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC12,807$192K<0.01%-2,06213F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …12,750$191K0.01%013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.12,559$188K0.01%+2,16813F-HRTimeline
READYSTATE ASSET MANAGEMENT LP10,439$157K0.01%-30,34413F-HRTimeline
Focus Financial Network, Inc.10,282$154K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…5,118$76.8K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,396$65.9K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,000$54.5K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC3,537$53.1K<0.01%013F-HRTimeline
COMERICA BANK3,250$48.8K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department2,505$37.6K0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA2,000$30K<0.01%-1,50013F-HRTimeline
CENTRAL TRUST Co1,500$22.5K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.1,500$22.5K0.08%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,200$18K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.1,112$16.7K0.01%+2413F-HRTimeline
CoreCap Advisors, LLC1,050$15.8K<0.01%013F-HRTimeline
Olistico Wealth, LLC1,019$15.3K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,000$15K<0.01%013F-HRTimelineGroup
MAI Capital Management947$14.2K<0.01%-13313F-HRTimeline
BOKF, NAin group BOKF, NA500$7.5K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…500$7.5K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.350$5.25K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…300$4.5K<0.01%013F-HRTimeline
Allworth Financial LP180$2.58K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc150$2.25K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…71$1.06K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC8$122<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,59113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.