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.

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 %
AAS
51
Avantax Advisory Services
Texas
$246K -$52K -2,705 -17%
AFP
52
Ausdal Financial Partners
Iowa
$246K -$8.81K -458 -3%
PIA
53
Powell Investment Advisors
Florida
$241K +$366 +19 +0.2%
DA
54
Detalus Advisors
Missouri
$230K -$578 -30 -0.3%
CI
55
Conning Inc
Connecticut
$217K – – –
WS
56
Wedbush Securities
California
$213K – – –
FAIM
57
Financial Advocates Investment Management
Washington
$212K +$38 +2 +0%
MC
58
Mathes Company
New York
$205K – – –
MAFM
59
Mid Atlantic Financial Management
Pennsylvania
$205K +$205K +10,650 New
BWP
60
Baldwin Wealth Partners
Massachusetts
$140K – – –
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$119K – – –
CAL
62
Capital Advisors Ltd
Ohio
$108K +$108K +5,600 New
GWM
63
Geneos Wealth Management
Colorado
$94K +$311 +17 +0.3%
TWA
64
TCI Wealth Advisors
Arizona
$78K – – –
EP
65
Eudaimonia Partners
Tennessee
$55K – – –
JCM
66
Jacobi Capital Management
Pennsylvania
$50K +$42.6K +15,044 +578%
EIP
67
Ellis Investment Partners
Pennsylvania
$48K +$1.05K +54 +2%
VFA
68
Valeo Financial Advisors
Indiana
$39K +$39K +2,000 New
CCA
69
Column Capital Advisors
Indiana
$35K +$35K +1,850 New
CFB
70
Cullen/Frost Bankers
Texas
$32K – – –
SNT
71
Security National Trust
West Virginia
$23K – – –
SF
72
Synovus Financial
Georgia
$20K -$74.2K -3,782 -79%
NSIM
73
North Star Investment Management
Illinois
$19K – – –
TCOV
74
Trust Company of Vermont
Vermont
$17K +$17K +900 New
AF
75
Allworth Financial
California
$13K – – –
1 2
3
4