John Hancock Tax-Advantaged Dividend Income Fund
HTD
92 hedge funds and large institutions have $132M invested in John Hancock Tax-Advantaged Dividend Income Fund in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 13 closing their positions.
72% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 18
31% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 13
1% more funds holding
Funds holding: 91 → 92 (+1)
1.06% more ownership
Funds ownership: 15.81% → 16.87% (+1.1%)
1% more capital invested
Capital invested by funds: $130M → $132M (+$1.94M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$6.3M |
| 2 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
+$968K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$907K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$860K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$698K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$1.45M |
| 2 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$1.42M |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$752K |
| 4 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
-$412K |
| 5 |
CBT
Central Bank & Trust
Lexington,
Kentucky
|
-$373K |
HTD Hedge Fund Activity: Q4 2024 in Review
92 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in John Hancock Tax-Advantaged Dividend Income Fund (HTD) for Q4 2024, worth a combined $132M — up 1.5% from $130M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new HTD positions and 13 closed out — a net gain of 4 holders — while 31 added to existing stakes and 18 trimmed.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $6.3M. The largest seller was AQR Arbitrage, cutting an estimated $1.45M.
- 92 institutional investors held John Hancock Tax-Advantaged Dividend Income Fund (HTD) as of Q4 2024, up from 91 in Q3 2024.
- Funds reported $132M of John Hancock Tax-Advantaged Dividend Income Fund stock for Q4 2024, up 1.5% quarter-over-quarter.
- 17 funds opened new John Hancock Tax-Advantaged Dividend Income Fund positions in Q4 2024 and 13 closed out, a net change of +4 holders.
- The largest John Hancock Tax-Advantaged Dividend Income Fund buyer in Q4 2024 was CAPTRUST Financial Advisors, an estimated $6.3M added.
- The largest John Hancock Tax-Advantaged Dividend Income Fund seller in Q4 2024 was AQR Arbitrage, an estimated $1.45M sold.
Based on aggregated 13F filings for Q4 2024.