HTD

John Hancock Tax-Advantaged Dividend Income Fund
HTD

Overview Fund Activity

91 hedge funds and large institutions have $130M invested in John Hancock Tax-Advantaged Dividend Income Fund in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 10 closing their positions.

Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
28
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$4.18M
2
KIM
2
Karpus Investment Management
New York
$5.43M
3
Morgan Stanley
3
Morgan Stanley
New York
$8.08M
4
1CP
4
1607 Capital Partners
Virginia
$927K
5
Walleye Capital
5
Walleye Capital
New York
$844K

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$3.82M
2
CA
2
Cornerstone Advisors
North Carolina
$0
3
LCM
3
Landscape Capital Management
New Jersey
$752K
4
WAM
4
Wolverine Asset Management
Illinois
$29.7K
5
FSI
5
Flow State Investments
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$15.9M 684,452 -6,833 -1%
Invesco
2
Invesco
Georgia
$10.9M 470,693 +22,439 +5%
Bank of America
3
Bank of America
North Carolina
$8.14M 350,749 -21,643 -6%
Morgan Stanley
4
Morgan Stanley
New York
$8.08M 348,064 +41,890 +14%
GC
5
Guggenheim Capital
Illinois
$8.02M 345,550 +23,113 +7%
AA
6
AQR Arbitrage
Connecticut
$6.22M 271,558 +22,087 +9%
LPL Financial
7
LPL Financial
California
$5.65M 243,163 -5,606 -2%
KIM
8
Karpus Investment Management
New York
$5.43M 233,808 +117,082 +100%
Wells Fargo
9
Wells Fargo
California
$4.61M 198,358 +25,867 +15%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$4.18M 180,183 +180,183 New
RJA
11
Raymond James & Associates
Florida
$3.82M 164,496 -257,989 -61%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.75M 161,275 +23,050 +17%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$3.46M 149,191 -2,159 -1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.93M 126,110 +10,386 +9%
Stifel Financial
15
Stifel Financial
Missouri
$2.79M 120,058 +1,366 +1%
First Trust Advisors
16
First Trust Advisors
Illinois
$2.77M 119,326 +61 +0.1%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.58M 111,226 +3,216 +3%
LOPW
18
Live Oak Private Wealth
North Carolina
$2.38M 102,602 – –
CTC
19
Central Trust Company
Missouri
$2.13M 91,562 -3,600 -4%
Cohen & Steers
20
Cohen & Steers
New York
$1.69M 72,835 +25,000 +52%
LSC
21
Logan Stone Capital
Illinois
$1.42M 61,119 +30,347 +99%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.35M 58,261 -749 -1%
SIC
23
Samalin Investment Counsel
New York
$1.22M 52,386 -5,811 -10%
HWAM
24
Hennion & Walsh Asset Management
New Jersey
$1.21M 52,280 -28,864 -36%
WF
25
Welch & Forbes
Massachusetts
$1.16M 50,000 – –
1
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