HTD

John Hancock Tax-Advantaged Dividend Income Fund
HTD

Overview Fund Activity

88 hedge funds and large institutions have $101M invested in John Hancock Tax-Advantaged Dividend Income Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
21
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.83M
2
AA
2
AQR Arbitrage
Connecticut
$3.19M
3
LCM
3
Landscape Capital Management
New Jersey
$2.82M
4
KIM
4
Karpus Investment Management
New York
$2.24M
5
FSI
5
Flow State Investments
Illinois
$1.58M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$12.3M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$651K
3
Bank of America
3
Bank of America
North Carolina
$6.1M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.28M
5
HBCM
5
Heron Bay Capital Management
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cohen & Steers
26
Cohen & Steers
New York
$907K 47,835 – –
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$817K 43,053 -18,536 -30%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$761K 40,095 +165 +0.4%
MA
29
Mutual Advisors
Nebraska
$665K 35,056 -5,262 -13%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$651K 34,317 -34,457 -50%
MAG
31
MRA Advisory Group
New Jersey
$582K 30,676 +258 +0.8%
AAM
32
Advisors Asset Management
Colorado
$531K 28,000 -717 -2%
FNBOMD
33
First National Bank of Mount Dora
Florida
$527K 27,800 – –
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$466K 24,565 -14,931 -38%
NFG
35
Nations Financial Group
Iowa
$436K 22,988 +1 +0%
PRWA
36
Platte River Wealth Advisors
Colorado
$402K 21,204 -7,505 -26%
CA
37
Cornerstone Advisors
North Carolina
$340K 17,900 +17,900 New
SFS
38
Sowell Financial Services
Arkansas
$333K 17,570 +17,570 New
PAG
39
Private Advisor Group
New Jersey
$330K 17,399 +1,080 +7%
EC
40
Elequin Capital
New York
$315K 16,627 +5,599 +51%
AFM
41
Abbot Financial Management
Massachusetts
$315K 16,600 – –
HWM
42
HB Wealth Management
Georgia
$301K 15,889 +1,349 +9%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$290K 15,292 -48 -0.3%
FIM
44
Fernwood Investment Management
Massachusetts
$289K 15,252 +1,383 +10%
NA
45
NewEdge Advisors
Louisiana
$283K 15,052 -3,118 -17%
LNC
46
Lincoln National Corp
Pennsylvania
$269K 14,168 +14,168 New
LSC
47
Logan Stone Capital
Illinois
$250K 13,177 +13,177 New
CCG
48
Capital CS Group
California
$236K 12,459 – –
WAM
49
WealthTrust Asset Management
Florida
$225K 11,860 +11,860 New
HighTower Advisors
50
HighTower Advisors
Illinois
$223K 11,816 -81 -0.7%
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