HTD

John Hancock Tax-Advantaged Dividend Income Fund
HTD

Overview Fund Activity

92 hedge funds and large institutions have $111M invested in John Hancock Tax-Advantaged Dividend Income Fund in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 8 closing their positions.

Holders
92
Holders Change
+10
Holders Change %
+12.2%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
31
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HBCM
1
Heron Bay Capital Management
Michigan
$846K
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$1.29M
3
Bank of America
3
Bank of America
North Carolina
$5.11M
4
UBS Group
4
UBS Group
Switzerland
$19.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.19M

Top Sellers

1
Invesco
1
Invesco
Georgia
$8.02M
2
KIM
2
Karpus Investment Management
New York
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.95M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.6M
5
SFS
5
Shaker Financial Services
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cohen & Steers
26
Cohen & Steers
New York
$1.09M – – –
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.03M +$36.2K +1,581 +4%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$876K -$61K -2,669 -7%
HBCM
29
Heron Bay Capital Management
Michigan
$846K +$846K +37,015 New
MML Investors Services
30
MML Investors Services
Massachusetts
$793K +$41.5K +1,813 +6%
Ameriprise
31
Ameriprise
Minnesota
$696K +$25.6K +1,114 +4%
MAG
32
MRA Advisory Group
New Jersey
$690K +$2.2K +96 +0.3%
FNBOMD
33
First National Bank of Mount Dora
Florida
$636K – – –
SWM
34
SeaCrest Wealth Management
New York
$550K +$46 +2 +0%
SPIA
35
Steward Partners Investment Advisory
New York
$547K +$2.79K +122 +0.5%
Mariner
36
Mariner
Kansas
$519K +$11.4K +500 +2%
AFM
37
Abbot Financial Management
Massachusetts
$417K – – –
FIM
38
Fernwood Investment Management
Massachusetts
$410K -$106K -4,633 -21%
SFS
39
Sowell Financial Services
Arkansas
$408K +$14.5K +633 +4%
AFP
40
Ausdal Financial Partners
Iowa
$396K +$35.2K +1,538 +10%
SCA
41
SMH Capital Advisors
Texas
$310K +$24.4K +1,069 +9%
IFWM
42
Institute for Wealth Management
Colorado
$301K – – –
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$297K +$24.9K +1,090 +9%
AIP
44
Ahrens Investment Partners
Louisiana
$287K +$23K +1,006 +9%
FT
45
Fiduciary Trust
Massachusetts
$279K – – –
CI
46
Conning Inc
Connecticut
$257K – – –
AAS
47
Avantax Advisory Services
Texas
$250K -$9.14K -400 -4%
PIA
48
Powell Investment Advisors
Florida
$242K +$206 +9 +0.1%
IAIM
49
International Assets Investment Management
Florida
$238K +$238K +10,413 New
HF
50
HRT Financial
New York
$233K +$233K +10,201 New
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