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 %
CAM
76
Creekmur Asset Management
Illinois
$29.8K 1,568 +1,568 New
TSWM
77
Tyler-Stone Wealth Management
Ohio
$28.8K 1,516 – –
OC
78
Oakworth Capital
Alabama
$28.5K 1,500 – –
BBPWM
79
Blue Bell Private Wealth Management
Pennsylvania
$26.6K 1,400 +1,400 New
NSIM
80
North Star Investment Management
Illinois
$19K 1,000 – –
AF
81
Allworth Financial
California
$13.3K 700 – –
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$12K 640 +500 +357%
CFD
83
Creative Financial Designs
Indiana
$11.4K 600 +600 New
PS
84
Principal Securities
Iowa
$10.2K 538 +538 New
ME
85
McIlrath & Eck
Washington
$9.49K 500 – –
CFGS
86
Concourse Financial Group Securities
Alabama
$9.49K 500 – –
MBFW
87
Morton Brown Family Wealth
Pennsylvania
$5.87K 309 +309 New
AF
88
Advisornet Financial
Minnesota
$4.17K 220 +220 New
HBCM
89
Heron Bay Capital Management
Michigan
– – -27,681 Closed
Mariner
90
Mariner
Kansas
– – -23,721 Closed
AFP
91
Ausdal Financial Partners
Iowa
– – -16,446 Closed
FT
92
Fiduciary Trust
Massachusetts
– – -12,200 Closed
AAS
93
Avantax Advisory Services
Texas
– – -10,558 Closed
JFA
94
JNBA Financial Advisors
Minnesota
– – -2,240 Closed
LAS
95
LWM Advisory Services
Florida
– – -1,107 Closed
BTI
96
Blue Trust Inc
Georgia
– – -725 Closed
AIM
97
Anchor Investment Management
South Carolina
– – -551 Closed
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