HTD

John Hancock Tax-Advantaged Dividend Income Fund
HTD

Overview Fund Activity

78 hedge funds and large institutions have $120M invested in John Hancock Tax-Advantaged Dividend Income Fund in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 11 closing their positions.

Holders
78
Holders Change
+2
Holders Change %
+2.63%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
13
Increased
19
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
COLIM
1
City of London Investment Management
United Kingdom
$5.44M
2
WAM
2
Wolverine Asset Management
Illinois
$5.31M
3
CA
3
Cornerstone Advisors
North Carolina
$4.9M
4
DA
4
Doliver Advisors
Texas
$1.95M
5
Millennium Management
5
Millennium Management
New York
$1.82M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$23.5M
2
VIA
2
Vident Investment Advisory
Georgia
$0
3
AIP
3
Ahrens Investment Partners
Louisiana
$6.75M
4
Bank of America
4
Bank of America
North Carolina
$3.07M
5
CTC
5
Central Trust Company
Missouri
$3.19M
Name Market Value Shares Shares
Change 		Shares
Change %
GFP
51
Gryphon Financial Partners
Ohio
– – – –
FMA
52
FNY Managed Accounts
New York
$114K 5,300 +5,300 New
WAP
53
Wealthcare Advisory Partners
Pennsylvania
$105K 4,822 +1,495 +45%
TWA
54
TCI Wealth Advisors
Arizona
$88K 4,060 – –
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$79K 3,662 – –
JCM
56
Jacobi Capital Management
Pennsylvania
$63K 2,937 +4 +0.1%
TRCT
57
Tower Research Capital (TRC)
New York
$58K 2,693 +2,693 New
WAM
58
Wealthspire Advisors (Maryland)
Maryland
– – – –
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$50K 2,286 +1,200 +110%
BRC
60
Bell Rock Capital
Delaware
$47K 2,153 – –
SPIA
61
Steward Partners Investment Advisory
New York
$42K 1,970 – –
IA
62
IFP Advisors
Florida
$39K 1,580 – –
US Bancorp
63
US Bancorp
Minnesota
$31K 1,413 +398 +39%
SNT
64
Security National Trust
West Virginia
$26K 1,200 – –
NSIM
65
North Star Investment Management
Illinois
$22K 1,000 -800 -44%
AA
66
AlphaMark Advisors
Kentucky
$20K 900 – –
BFEC
67
Benjamin F. Edwards & Company
Missouri
$18K 820 – –
OIA
68
OneDigital Investment Advisors
Kansas
$17K 800 – –
CAC
69
Certified Advisory Corp
Florida
$17K 800 – –
GWM
70
Geneos Wealth Management
Colorado
$17K 824 +12 +1%
AF
71
Allworth Financial
California
$14K 656 – –
HNB
72
Huntington National Bank
Ohio
– – – –
IIC
73
Integrated Investment Consultants
Michigan
$9K 400 +400 New
MPWT
74
MassMutual Private Wealth & Trust
Connecticut
$7.05K 325 – –
PS
75
Portfolio Strategies
New York
$7K 300 – –
1 2
3
4