HTD

John Hancock Tax-Advantaged Dividend Income Fund
HTD

Overview Fund Activity

84 hedge funds and large institutions have $112M invested in John Hancock Tax-Advantaged Dividend Income Fund in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
-2
Holders Change %
-2.33%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
28
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LOPW
1
Live Oak Private Wealth
North Carolina
$1.98M
2
Invesco
2
Invesco
Georgia
$8.65M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.99M
4
KIM
4
Karpus Investment Management
New York
$8.7M
5
Cohen & Steers
5
Cohen & Steers
New York
$5.65M

Top Sellers

1
CAN
1
Claraphi Advisory Network
United States
$0
2
UBS Group
2
UBS Group
Switzerland
$18.2M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
PPA
4
Parametric Portfolio Associates
Washington
$379K
5
RJA
5
Raymond James & Associates
Florida
$8.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$678K -$57.7K -3,000 -8%
Ameriprise
27
Ameriprise
Minnesota
$630K +$198K +10,273 +46%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$578K – – –
AIP
29
Ahrens Investment Partners
Louisiana
$508K -$241K -12,523 -32%
WAM
30
Wolverine Asset Management
Illinois
$455K +$84.4K +4,382 +23%
Deutsche Bank
31
Deutsche Bank
Germany
$435K +$435K +22,590 New
SFS
32
Shaker Financial Services
Virginia
$431K +$183K +9,478 +74%
AFM
33
Abbot Financial Management
Massachusetts
$426K – – –
Mariner
34
Mariner
Kansas
$417K +$22K +1,140 +6%
MML Investors Services
35
MML Investors Services
Massachusetts
$404K +$9.14K +474 +2%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$380K -$185K -9,634 -33%
PPA
37
Parametric Portfolio Associates
Washington
$379K -$645K -33,490 -63%
LCM
38
Landscape Capital Management
New Jersey
$344K -$360K -18,697 -51%
PAG
39
Private Advisor Group
New Jersey
$338K +$2.79K +145 +0.8%
QWM
40
QP Wealth Management
New Jersey
$337K -$443 -23 -0.1%
FNBOMD
41
First National Bank of Mount Dora
Florida
$334K – – –
SPIA
42
Steward Partners Investment Advisory
New York
$316K +$9.64K +500 +3%
Stifel Financial
43
Stifel Financial
Missouri
$314K +$314K +16,324 New
HighTower Advisors
44
HighTower Advisors
Illinois
$283K -$46.5K -2,410 -14%
Creative Planning
45
Creative Planning
Kansas
$264K -$4.68K -243 -2%
LNC
46
Lincoln National Corp
Pennsylvania
$261K -$59.2K -3,074 -18%
9WM
47
9258 Wealth Management
Ohio
$261K +$1.06K +55 +0.4%
IFWM
48
Institute for Wealth Management
Colorado
$255K – – –
AWM
49
Adams Wealth Management
Utah
$253K +$2.06K +107 +0.8%
PRWA
50
Platte River Wealth Advisors
Colorado
$247K +$247K +12,908 New
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2
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