John Hancock Tax-Advantaged Dividend Income Fund
HTD
81 hedge funds and large institutions have $102M invested in John Hancock Tax-Advantaged Dividend Income Fund in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 16 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.18% less ownership
Funds ownership: 13.72% → 13.54% (-0.18%)
4% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 26
8% less capital invested
Capital invested by funds: $111M → $102M (-$8.44M)
12% less funds holding
Funds holding: 92 → 81 (-11)
44% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.56M |
| 2 |
GG
Golden Green
Seneca,
South Carolina
|
+$1.07M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$378K |
| 4 |
CCG
Capital CS Group
Irvine,
California
|
+$287K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$231K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$1.13M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$793K |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$733K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$612K |
| 5 |
SIC
Samalin Investment Counsel
Chappaqua,
New York
|
-$253K |
HTD Hedge Fund Activity: Q1 2023 in Review
81 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in John Hancock Tax-Advantaged Dividend Income Fund (HTD) for Q1 2023, worth a combined $102M — down 7.6% from $111M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of HTD and 9 opened new positions — a net loss of 7 holders — while 26 trimmed existing stakes and 25 added.
The largest buyer was Bank of America, adding an estimated $1.56M. The largest seller was Invesco, cutting an estimated $1.13M.
- 81 institutional investors held John Hancock Tax-Advantaged Dividend Income Fund (HTD) as of Q1 2023, down from 92 in Q4 2022.
- Funds reported $102M of John Hancock Tax-Advantaged Dividend Income Fund stock for Q1 2023, down 7.6% quarter-over-quarter.
- 9 funds opened new John Hancock Tax-Advantaged Dividend Income Fund positions in Q1 2023 and 16 closed out, a net change of -7 holders.
- The largest John Hancock Tax-Advantaged Dividend Income Fund buyer in Q1 2023 was Bank of America, an estimated $1.56M added.
- The largest John Hancock Tax-Advantaged Dividend Income Fund seller in Q1 2023 was Invesco, an estimated $1.13M sold.
Based on aggregated 13F filings for Q1 2023.