HTD
John Hancock Tax-Advantaged Dividend Income Fund
HTD
HTD
83 hedge funds and large institutions have $97.3M invested in John Hancock Tax-Advantaged Dividend Income Fund in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
8% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 25
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
83
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$684K | |
| 2 | +$419K | |
| 3 | +$391K | |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$301K |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$286K |
Top Sellers
| 1 | -$559K | |
| 2 | -$484K | |
| 3 | -$417K | |
| 4 |
SIC
Samalin Investment Counsel
Chappaqua,
New York
|
-$363K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$274K |