John Hancock Tax-Advantaged Dividend Income Fund
HTD
85 hedge funds and large institutions have $117M invested in John Hancock Tax-Advantaged Dividend Income Fund in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 9 closing their positions.
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
10% more capital invested
Capital invested by funds: $106M → $117M (+$10.6M)
1% more funds holding
Funds holding: 84 → 85 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.04% less ownership
Funds ownership: 15.76% → 15.72% (-0.04%)
19% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$1.47M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$504K |
| 3 |
PRWA
Platte River Wealth Advisors
Louisville,
Colorado
|
+$464K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$457K |
| 5 |
Cohen & Steers
New York
|
+$439K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.48M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$871K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$602K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$480K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$323K |
HTD Hedge Fund Activity: Q4 2020 in Review
85 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in John Hancock Tax-Advantaged Dividend Income Fund (HTD) for Q4 2020, worth a combined $117M — up 10% from $106M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new HTD positions and 9 closed out — a net gain of 1 holder — while 22 added to existing stakes and 27 trimmed.
The largest buyer was Millennium Management, opening a new position worth an estimated $1.47M. The largest seller was Advisors Asset Management, cutting an estimated $1.48M.
- 85 institutional investors held John Hancock Tax-Advantaged Dividend Income Fund (HTD) as of Q4 2020, up from 84 in Q3 2020.
- Funds reported $117M of John Hancock Tax-Advantaged Dividend Income Fund stock for Q4 2020, up 10% quarter-over-quarter.
- 10 funds opened new John Hancock Tax-Advantaged Dividend Income Fund positions in Q4 2020 and 9 closed out, a net change of +1 holder.
- The largest John Hancock Tax-Advantaged Dividend Income Fund buyer in Q4 2020 was Millennium Management, an estimated $1.47M added.
- The largest John Hancock Tax-Advantaged Dividend Income Fund seller in Q4 2020 was Advisors Asset Management, an estimated $1.48M sold.
Based on aggregated 13F filings for Q4 2020.