John Hancock Tax-Advantaged Dividend Income Fund
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.
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
2% more funds holding
Funds holding: 81 → 83 (+2)
0.07% less ownership
Funds ownership: 13.54% → 13.47% (-0.07%)
4% less capital invested
Capital invested by funds: $101M → $97.3M (-$4.07M)
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$687K |
| 2 |
LPL Financial
San Diego,
California
|
+$421K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$393K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$303K |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$288K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PRWA
Platte River Wealth Advisors
Louisville,
Colorado
|
-$562K |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$486K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$419K |
| 4 |
SIC
Samalin Investment Counsel
Chappaqua,
New York
|
-$365K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$275K |
HTD Hedge Fund Activity: Q2 2023 in Review
83 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in John Hancock Tax-Advantaged Dividend Income Fund (HTD) for Q2 2023, worth a combined $97.3M — down 4% from $101M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new HTD positions and 10 closed out — a net gain of 3 holders — while 23 added to existing stakes and 25 trimmed.
The largest buyer was Bank of America, adding an estimated $687K. The largest seller was Platte River Wealth Advisors, cutting an estimated $562K.
- 83 institutional investors held John Hancock Tax-Advantaged Dividend Income Fund (HTD) as of Q2 2023, up from 81 in Q1 2023.
- Funds reported $97.3M of John Hancock Tax-Advantaged Dividend Income Fund stock for Q2 2023, down 4% quarter-over-quarter.
- 13 funds opened new John Hancock Tax-Advantaged Dividend Income Fund positions in Q2 2023 and 10 closed out, a net change of +3 holders.
- The largest John Hancock Tax-Advantaged Dividend Income Fund buyer in Q2 2023 was Bank of America, an estimated $687K added.
- The largest John Hancock Tax-Advantaged Dividend Income Fund seller in Q2 2023 was Platte River Wealth Advisors, an estimated $562K sold.
Based on aggregated 13F filings for Q2 2023.