HTD

John Hancock Tax-Advantaged Dividend Income Fund
HTD

Overview Fund Activity

86 hedge funds and large institutions have $108M invested in John Hancock Tax-Advantaged Dividend Income Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-2
Holders Change %
-2.27%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
28
Reduced
28
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$3.49M
2
CA
2
Cornerstone Advisors
North Carolina
$1.56M
3
UBS Group
3
UBS Group
Switzerland
$13.8M
4
Bank of America
4
Bank of America
North Carolina
$7.22M
5
RJA
5
Raymond James & Associates
Florida
$8.12M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.08M
2
FSI
2
Flow State Investments
Illinois
$788K
3
LCM
3
Landscape Capital Management
New Jersey
$2.14M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.88M
5
Invesco
5
Invesco
Georgia
$8.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
76
Oakworth Capital
Alabama
$29.5K – – –
GRP
77
Global Retirement Partners
California
$25.9K -$13K -659 -33%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$22.4K +$22.4K +1,139 New
NSIM
79
North Star Investment Management
Illinois
$19.7K – – –
CFD
80
Creative Financial Designs
Indiana
$16.7K +$4.92K +250 +42%
PS
81
Principal Securities
Iowa
$11.5K +$884 +45 +8%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$10K -$2.8K -140 -22%
ME
83
McIlrath & Eck
Washington
$9.83K – – –
CFGS
84
Concourse Financial Group Securities
Alabama
$9.83K – – –
CAM
85
Creekmur Asset Management
Illinois
$5.58K -$25.2K -1,284 -82%
TRCT
86
Tower Research Capital (TRC)
New York
$20 +$20 +1 New
EC
87
Elequin Capital
New York
– -$315K -16,627 Closed
LSC
88
Logan Stone Capital
Illinois
– -$250K -13,177 Closed
WAM
89
WealthTrust Asset Management
Florida
– -$225K -11,860 Closed
Ameriprise
90
Ameriprise
Minnesota
– -$199K -10,504 Closed
IFWM
91
Institute for Wealth Management
Colorado
– -$193K -10,192 Closed
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
– -$159K -8,370 Closed
ASN
93
Advisory Services Network
Georgia
– -$89.5K -4,716 Closed
LA
94
LM Advisors
California
– -$49.3K -2,600 Closed
BBPWM
95
Blue Bell Private Wealth Management
Pennsylvania
– -$26.6K -1,400 Closed
AF
96
Allworth Financial
California
– -$13.3K -700 Closed
MBFW
97
Morton Brown Family Wealth
Pennsylvania
– -$5.87K -309 Closed
AF
98
Advisornet Financial
Minnesota
– -$4.17K -220 Closed
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