John Hancock Tax-Advantaged Dividend Income Fund
HTD
66 hedge funds and large institutions have $124M invested in John Hancock Tax-Advantaged Dividend Income Fund in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
100% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 11
14% more funds holding
Funds holding: 58 → 66 (+8)
1.89% more ownership
Funds ownership: 13.32% → 15.22% (+1.9%)
3% more capital invested
Capital invested by funds: $121M → $124M (+$3.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$3.06M |
| 2 |
Morgan Stanley
New York
|
+$983K |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$641K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$631K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$377K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$4.28M |
| 2 |
Cohen & Steers
New York
|
-$1.36M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$910K |
| 4 |
LPL Financial
San Diego,
California
|
-$862K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$526K |
HTD Hedge Fund Activity: Q4 2016 in Review
66 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in John Hancock Tax-Advantaged Dividend Income Fund (HTD) for Q4 2016, worth a combined $124M — up 2.6% from $121M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new HTD positions and 3 closed out — a net gain of 9 holders — while 22 added to existing stakes and 11 trimmed.
The largest buyer was Millennium Management, opening a new position worth an estimated $3.06M. The largest seller was Advisors Asset Management, cutting an estimated $4.28M.
- 66 institutional investors held John Hancock Tax-Advantaged Dividend Income Fund (HTD) as of Q4 2016, up from 58 in Q3 2016.
- Funds reported $124M of John Hancock Tax-Advantaged Dividend Income Fund stock for Q4 2016, up 2.6% quarter-over-quarter.
- 12 funds opened new John Hancock Tax-Advantaged Dividend Income Fund positions in Q4 2016 and 3 closed out, a net change of +9 holders.
- The largest John Hancock Tax-Advantaged Dividend Income Fund buyer in Q4 2016 was Millennium Management, an estimated $3.06M added.
- The largest John Hancock Tax-Advantaged Dividend Income Fund seller in Q4 2016 was Advisors Asset Management, an estimated $4.28M sold.
Based on aggregated 13F filings for Q4 2016.