John Hancock Tax-Advantaged Dividend Income Fund
HTD
83 hedge funds and large institutions have $86.9M invested in John Hancock Tax-Advantaged Dividend Income Fund in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 9 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 22
0.34% more ownership
Funds ownership: 13.47% → 13.81% (+0.34%)
0% more funds holding
Funds holding: 83 → 83 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
11% less capital invested
Capital invested by funds: $97.3M → $86.9M (-$10.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$1.54M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.21M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$839K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$679K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$632K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$3M |
| 2 |
LPL Financial
San Diego,
California
|
-$1M |
| 3 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
-$721K |
| 4 |
SIC
Samalin Investment Counsel
Chappaqua,
New York
|
-$384K |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$367K |
HTD Hedge Fund Activity: Q3 2023 in Review
83 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in John Hancock Tax-Advantaged Dividend Income Fund (HTD) for Q3 2023, worth a combined $86.9M — down 11% from $97.3M a quarter earlier.
Fund positioning in HTD was balanced in Q3 2023: 9 funds opened new positions, 9 closed out, 26 added to existing stakes and 22 trimmed.
The largest buyer was Invesco, adding an estimated $1.54M. The largest seller was UBS Group, cutting an estimated $3M.
- 83 institutional investors held John Hancock Tax-Advantaged Dividend Income Fund (HTD) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $86.9M of John Hancock Tax-Advantaged Dividend Income Fund stock for Q3 2023, down 11% quarter-over-quarter.
- 9 funds opened new John Hancock Tax-Advantaged Dividend Income Fund positions in Q3 2023 and 9 closed out, a net change of 0 holders.
- The largest John Hancock Tax-Advantaged Dividend Income Fund buyer in Q3 2023 was Invesco, an estimated $1.54M added.
- The largest John Hancock Tax-Advantaged Dividend Income Fund seller in Q3 2023 was UBS Group, an estimated $3M sold.
Based on aggregated 13F filings for Q3 2023.