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HTD

John Hancock Tax-Advantaged Dividend Income Fund
HTD

92 hedge funds and large institutions have $132M invested in John Hancock Tax-Advantaged Dividend Income Fund in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 18

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

1% more funds holding

Funds holding: 91 → 92 (+1)

1.06% more ownership

Funds ownership: 15.81% → 16.87% (+1.1%)

1% more capital invested

Capital invested by funds: $130M → $132M (+$1.94M)

Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
31
Reduced
18
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$6.3M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
+$968K
3
Osaic Holdings
Osaic Holdings
Arizona
+$907K
4
Wells Fargo
Wells Fargo
California
+$860K
5
GC
Guggenheim Capital
Illinois
+$698K

Top Sellers

Rank Fund Capital Flow
1
AA
AQR Arbitrage
Connecticut
-$1.45M
2
LSC
Logan Stone Capital
Illinois
-$1.42M
3
LCM
Landscape Capital Management
New Jersey
-$752K
4
HWM
HB Wealth Management
Georgia
-$412K
5
CBT
Central Bank & Trust
Kentucky
-$373K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$895K +$1.97K +86 +0.2%
1CP
27
1607 Capital Partners
Virginia
$879K – – –
MAG
28
MRA Advisory Group
New Jersey
$643K -$13.2K -574 -2%
Walleye Capital
29
Walleye Capital
New York
$637K -$170K -7,423 -20%
FNBOMD
30
First National Bank of Mount Dora
Florida
$612K – – –
Calamos Advisors
31
Calamos Advisors
Illinois
$559K +$112K +4,880 +24%
FIM
32
Fernwood Investment Management
Massachusetts
$555K -$131K -5,713 -18%
MA
33
Mutual Advisors
Nebraska
$534K +$2.16K +94 +0.4%
NFG
34
Nations Financial Group
Iowa
$486K – – –
FFS
35
Founders Financial Securities
Maryland
$467K -$240K -10,463 -33%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$431K +$68.5K +2,982 +18%
NA
37
NewEdge Advisors
Louisiana
$392K -$5.53K -241 -1%
SWM
38
Spire Wealth Management
Virginia
$385K +$283K +12,328 +240%
Ameriprise
39
Ameriprise
Minnesota
$381K +$160K +6,991 +68%
PAG
40
Private Advisor Group
New Jersey
$364K -$14.3K -623 -4%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$354K +$3.7K +161 +1%
AFM
42
Abbot Financial Management
Massachusetts
$344K – – –
SFS
43
Shaker Financial Services
Virginia
$308K +$321K +14,000 New
CA
44
Cornerstone Advisors
North Carolina
$304K +$317K +13,790 New
Lido Advisors
45
Lido Advisors
California
$279K +$291K +12,667 New
CCG
46
Capital CS Group
California
$274K – – –
KWM
47
Kingsview Wealth Management
Oregon
$274K +$3.95K +172 +1%
AAS
48
Avantax Advisory Services
Texas
$273K +$4.89K +213 +2%
MA
49
Mezzasalma Advisors
New Jersey
$271K +$282K +12,301 New
PI
50
PFG Investments
New York
$265K +$138 +6 +0%
1
2
3 4 5

HTD Hedge Fund Activity: Q4 2024 in Review

92 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in John Hancock Tax-Advantaged Dividend Income Fund (HTD) for Q4 2024, worth a combined $132M — up 1.5% from $130M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HTD positions and 13 closed out — a net gain of 4 holders — while 31 added to existing stakes and 18 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $6.3M. The largest seller was AQR Arbitrage, cutting an estimated $1.45M.

  • 92 institutional investors held John Hancock Tax-Advantaged Dividend Income Fund (HTD) as of Q4 2024, up from 91 in Q3 2024.
  • Funds reported $132M of John Hancock Tax-Advantaged Dividend Income Fund stock for Q4 2024, up 1.5% quarter-over-quarter.
  • 17 funds opened new John Hancock Tax-Advantaged Dividend Income Fund positions in Q4 2024 and 13 closed out, a net change of +4 holders.
  • The largest John Hancock Tax-Advantaged Dividend Income Fund buyer in Q4 2024 was CAPTRUST Financial Advisors, an estimated $6.3M added.
  • The largest John Hancock Tax-Advantaged Dividend Income Fund seller in Q4 2024 was AQR Arbitrage, an estimated $1.45M sold.

Based on aggregated 13F filings for Q4 2024.