John Hancock Tax-Advantaged Dividend Income Fund
HTD
89 hedge funds and large institutions have $112M invested in John Hancock Tax-Advantaged Dividend Income Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 8 closing their positions.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
3% more funds holding
Funds holding: 86 → 89 (+3)
3% more capital invested
Capital invested by funds: $108M → $112M (+$3.32M)
0.04% more ownership
Funds ownership: 15.55% → 15.59% (+0.04%)
4% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.35M |
| 2 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$1.12M |
| 3 |
Morgan Stanley
New York
|
+$949K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$693K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$691K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$769K |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$728K |
| 3 |
FFS
Founders Financial Securities
Towson,
Maryland
|
-$617K |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$591K |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$534K |
HTD Hedge Fund Activity: Q2 2024 in Review
89 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in John Hancock Tax-Advantaged Dividend Income Fund (HTD) for Q2 2024, worth a combined $112M — up 3.1% from $108M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new HTD positions and 8 closed out — a net gain of 4 holders — while 26 added to existing stakes and 27 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $1.35M. The largest seller was Osaic Holdings, cutting an estimated $769K.
- 89 institutional investors held John Hancock Tax-Advantaged Dividend Income Fund (HTD) as of Q2 2024, up from 86 in Q1 2024.
- Funds reported $112M of John Hancock Tax-Advantaged Dividend Income Fund stock for Q2 2024, up 3.1% quarter-over-quarter.
- 12 funds opened new John Hancock Tax-Advantaged Dividend Income Fund positions in Q2 2024 and 8 closed out, a net change of +4 holders.
- The largest John Hancock Tax-Advantaged Dividend Income Fund buyer in Q2 2024 was Guggenheim Capital, an estimated $1.35M added.
- The largest John Hancock Tax-Advantaged Dividend Income Fund seller in Q2 2024 was Osaic Holdings, an estimated $769K sold.
Based on aggregated 13F filings for Q2 2024.