HTD

John Hancock Tax-Advantaged Dividend Income Fund
HTD

Overview Fund Activity

90 hedge funds and large institutions have $126M invested in John Hancock Tax-Advantaged Dividend Income Fund in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+5
Holders Change %
+5.88%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
23
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$3.86M
2
GC
2
Guggenheim Capital
Illinois
$3.81M
3
LWM
3
Laidlaw Wealth Management
New York
$334K
4
FAIM
4
Financial Advocates Investment Management
Washington
$314K
5
FNBOMD
5
First National Bank of Mount Dora
Florida
$653K

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$4.4M
2
AAM
2
Advisors Asset Management
Colorado
$2.15M
3
Millennium Management
3
Millennium Management
New York
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$5.21M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
51
Powell Investment Advisors
Florida
$258K -$18K -769 -7%
DA
52
Detalus Advisors
Missouri
$253K – – –
AFP
53
Ausdal Financial Partners
Iowa
$252K -$77.6K -3,298 -24%
9WM
54
9258 Wealth Management
Ohio
$249K -$6.54K -278 -3%
HighTower Advisors
55
HighTower Advisors
Illinois
$224K +$224K +9,494 New
AWM
56
AE Wealth Management
Kansas
$224K +$224K +9,523 New
SCA
57
SMH Capital Advisors
Texas
$224K +$224K +9,537 New
EVM
58
Eaton Vance Management
Massachusetts
$176K +$176K +7,500 New
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$155K +$8.24K +350 +6%
GWM
60
Geneos Wealth Management
Colorado
$137K – – –
CAL
61
Capital Advisors Ltd
Ohio
$132K – – –
BWP
62
Baldwin Wealth Partners
Massachusetts
$131K -$23.4K -1,000 -15%
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$99K +$99K +4,222 New
TWA
64
TCI Wealth Advisors
Arizona
$95K – – –
FCM
65
Firestone Capital Management
Florida
$68K – – –
EP
66
Eudaimonia Partners
Tennessee
$68K – – –
JCM
67
Jacobi Capital Management
Pennsylvania
$61K – – –
SWM
68
Spire Wealth Management
Virginia
$51K +$51K +2,167 New
VFA
69
Valeo Financial Advisors
Indiana
$47K – – –
Citigroup
70
Citigroup
New York
$47K – – –
CFB
71
Cullen/Frost Bankers
Texas
$40K – – –
CCA
72
Column Capital Advisors
Indiana
$28K – – –
SNT
73
Security National Trust
West Virginia
$28K – – –
AIC
74
Ameritas Investment Company
Nebraska
$25.4K +$25.4K +1,080 New
NFG
75
Next Financial Group
Texas
$23K -$92K -4,000 -80%
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