John Hancock Tax-Advantaged Dividend Income Fund
HTD
72 hedge funds and large institutions have $157M invested in John Hancock Tax-Advantaged Dividend Income Fund in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
6% more funds holding
Funds holding: 68 → 72 (+4)
4% more capital invested
Capital invested by funds: $151M → $157M (+$5.77M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 20
0.01% less ownership
Funds ownership: 17.34% → 17.33% (-0.01%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.87M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.09M |
| 3 |
VIA
Vident Investment Advisory
Alpharetta,
Georgia
|
+$1.04M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$751K |
| 5 |
SF
Synovus Financial
Columbus,
Georgia
|
+$741K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.76M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.39M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.42M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.19M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$777K |
HTD Hedge Fund Activity: Q2 2017 in Review
72 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in John Hancock Tax-Advantaged Dividend Income Fund (HTD) for Q2 2017, worth a combined $157M — up 3.8% from $151M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new HTD positions and 5 closed out — a net gain of 5 holders — while 20 added to existing stakes and 20 trimmed.
The largest buyer was UBS Group, adding an estimated $2.87M. The largest seller was LPL Financial, cutting an estimated $2.76M.
- 72 institutional investors held John Hancock Tax-Advantaged Dividend Income Fund (HTD) as of Q2 2017, up from 68 in Q1 2017.
- Funds reported $157M of John Hancock Tax-Advantaged Dividend Income Fund stock for Q2 2017, up 3.8% quarter-over-quarter.
- 10 funds opened new John Hancock Tax-Advantaged Dividend Income Fund positions in Q2 2017 and 5 closed out, a net change of +5 holders.
- The largest John Hancock Tax-Advantaged Dividend Income Fund buyer in Q2 2017 was UBS Group, an estimated $2.87M added.
- The largest John Hancock Tax-Advantaged Dividend Income Fund seller in Q2 2017 was LPL Financial, an estimated $2.76M sold.
Based on aggregated 13F filings for Q2 2017.