John Hancock Tax-Advantaged Dividend Income Fund
HTD
68 hedge funds and large institutions have $151M invested in John Hancock Tax-Advantaged Dividend Income Fund in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
22% more capital invested
Capital invested by funds: $124M → $151M (+$26.8M)
3% more funds holding
Funds holding: 66 → 68 (+2)
2.13% more ownership
Funds ownership: 15.22% → 17.34% (+2.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$18.6M |
| 2 |
VIA
Vident Investment Advisory
Alpharetta,
Georgia
|
+$5.61M |
| 3 |
FFS
Founders Financial Securities
Towson,
Maryland
|
+$4.18M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$775K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$725K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$5.14M |
| 2 |
Millennium Management
New York
|
-$3.11M |
| 3 |
Morgan Stanley
New York
|
-$1.72M |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$641K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$612K |
HTD Hedge Fund Activity: Q1 2017 in Review
68 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in John Hancock Tax-Advantaged Dividend Income Fund (HTD) for Q1 2017, worth a combined $151M — up 22% from $124M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new HTD positions and 7 closed out — a net gain of 5 holders — while 17 added to existing stakes and 18 trimmed.
The largest buyer was UBS Group, adding an estimated $18.6M. The largest seller was Advisors Asset Management, cutting an estimated $5.14M.
- 68 institutional investors held John Hancock Tax-Advantaged Dividend Income Fund (HTD) as of Q1 2017, up from 66 in Q4 2016.
- Funds reported $151M of John Hancock Tax-Advantaged Dividend Income Fund stock for Q1 2017, up 22% quarter-over-quarter.
- 12 funds opened new John Hancock Tax-Advantaged Dividend Income Fund positions in Q1 2017 and 7 closed out, a net change of +5 holders.
- The largest John Hancock Tax-Advantaged Dividend Income Fund buyer in Q1 2017 was UBS Group, an estimated $18.6M added.
- The largest John Hancock Tax-Advantaged Dividend Income Fund seller in Q1 2017 was Advisors Asset Management, an estimated $5.14M sold.
Based on aggregated 13F filings for Q1 2017.