We are live on ! Find out more
HTD

John Hancock Tax-Advantaged Dividend Income Fund
HTD

52 hedge funds and large institutions have $100M invested in John Hancock Tax-Advantaged Dividend Income Fund in 2013 Q2 according to their latest regulatory filings, with 52 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

14.08% more ownership

Funds ownership: 0% → 14.08% (+14%)

Holders
52
Holders Change
+52
Holders Change %
–
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
52
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
26
Concert Wealth Management
California
$240K +$253K +12,602 New
PPA
27
Parametric Portfolio Associates
Washington
$231K +$246K +12,267 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$227K +$242K +12,065 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$218K +$233K +11,605 New
FCI
30
Financial Counselors Inc
Kansas
$188K +$201K +10,000 New
Ameriprise
31
Ameriprise
Minnesota
$173K +$184K +9,178 New
TJHA
32
Thomas J. Herzfeld Advisors
Florida
$113K +$121K +6,014 New
WCM
33
Windsor Capital Management
Arizona
$77K +$81.6K +4,070 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$76K +$80.5K +4,012 New
TWA
35
TCI Wealth Advisors
Arizona
$76K +$81.4K +4,060 New
First Manhattan
36
First Manhattan
New York
$38K +$40.1K +2,000 New
NES
37
New England Securities
New York
$34K +$36.1K +1,800 New
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$29K +$31.8K +1,587 New
SNT
39
Security National Trust
West Virginia
$23K +$24.1K +1,200 New
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$20K +$21.8K +1,086 New
US Bancorp
41
US Bancorp
Minnesota
$19K +$20.1K +1,000 New
Jones Financial Companies
42
Jones Financial Companies
Missouri
$18K +$19.1K +950 New
TRCT
43
Tower Research Capital (TRC)
New York
$16K +$16.8K +836 New
WA
44
WFG Advisors
Texas
$16K +$16.9K +845 New
SFSIG
45
San Francisco Sentry Investment Group
California
$13K +$14.1K +701 New
FHA
46
First Horizon Advisors
Tennessee
$9K +$10K +500 New
MFS
47
MSI Financial Services
Massachusetts
$8K +$8K +399 New
FNBT
48
FineMark National Bank & Trust
Florida
$8K +$8.18K +408 New
LFR
49
Lehman Financial Resources
Pennsylvania
$6K +$6.02K +300 New
EWM
50
Evercore Wealth Management
New York
$4K +$4.01K +200 New
1
2
3

HTD Hedge Fund Activity: Q2 2013 in Review

52 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in John Hancock Tax-Advantaged Dividend Income Fund (HTD) for Q2 2013, worth a combined $100M.

Buyers outnumbered sellers: 52 funds opened new HTD positions and 0 closed out — a net gain of 52 holders — while 0 added to existing stakes and 0 trimmed.

  • 52 institutional investors held John Hancock Tax-Advantaged Dividend Income Fund (HTD) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $100M of John Hancock Tax-Advantaged Dividend Income Fund stock for Q2 2013.
  • 52 funds opened new John Hancock Tax-Advantaged Dividend Income Fund positions in Q2 2013 and 0 closed out, a net change of +52 holders.

Based on aggregated 13F filings for Q2 2013.