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 %
SWM
51
SeaCrest Wealth Management
New York
$223K 11,393 -18,190 -61%
KWM
52
Kingsview Wealth Management
Oregon
$222K 11,726 -2,943 -20%
CI
53
Conning Inc
Connecticut
$213K 11,250 – –
Ameriprise
54
Ameriprise
Minnesota
$199K 10,504 -21,904 -68%
IFWM
55
Institute for Wealth Management
Colorado
$193K 10,192 -2,564 -20%
PIA
56
Powell Investment Advisors
Florida
$192K 10,104 +4 +0%
SPIA
57
Steward Partners Investment Advisory
New York
$177K 9,340 -4,638 -33%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$159K 8,370 +8,370 New
GWSG
59
GPS Wealth Strategies Group
Colorado
$150K 7,915 – –
US Bancorp
60
US Bancorp
Minnesota
$145K 7,650 +7,650 New
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$118K 6,200 – –
BWP
62
Baldwin Wealth Partners
Massachusetts
$106K 5,592 – –
CAL
63
Capital Advisors Ltd
Ohio
$106K 5,600 – –
VWM
64
Venturi Wealth Management
Texas
$101K 5,328 – –
ASN
65
Advisory Services Network
Georgia
$89.5K 4,716 -5,951 -56%
SWM
66
Spire Wealth Management
Virginia
$80.6K 4,322 -2,754 -39%
NS
67
NBC Securities
Alabama
$76K 4,025 -1 -0%
Comerica Bank
68
Comerica Bank
Texas
$72.1K 3,800 -14,394 -79%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$57K 3,003 +2,115 +238%
BCMLT
70
Beacon Capital Management LLC (Tennessee)
Tennessee
$51.1K 2,877 -23 -0.8%
LA
71
LM Advisors
California
$49.3K 2,600 +2,600 New
GWM
72
Geneos Wealth Management
Colorado
$42.7K 2,250 -2,250 -50%
PTC
73
Private Trust Company
Ohio
$37.9K 2,000 – –
GRP
74
Global Retirement Partners
California
$37.8K 1,977 +977 +98%
DJSG
75
D.J. St. Germain
Massachusetts
$36.4K 1,917 – –
1 2
3
4