HTD

John Hancock Tax-Advantaged Dividend Income Fund
HTD

Overview Fund Activity

92 hedge funds and large institutions have $132M invested in John Hancock Tax-Advantaged Dividend Income Fund in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 13 closing their positions.

Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
31
Reduced
18
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$6.57M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$10M
3
PAMP
3
Polar Asset Management Partners
Ontario, Canada
$928K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.32M
5
Wells Fargo
5
Wells Fargo
California
$5.19M

Top Sellers

1
LSC
1
Logan Stone Capital
Illinois
$0
2
AA
2
AQR Arbitrage
Connecticut
$4.59M
3
LCM
3
Landscape Capital Management
New Jersey
$0
4
HWM
4
HB Wealth Management
Georgia
$0
5
CBT
5
Central Bank & Trust
Kentucky
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$15.6M 707,887 +23,435 +3%
Invesco
2
Invesco
Georgia
$11M 499,820 +29,127 +6%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$10M 454,419 +274,236 +152%
GC
4
Guggenheim Capital
Illinois
$8.28M 375,937 +30,387 +9%
Morgan Stanley
5
Morgan Stanley
New York
$8.21M 372,633 +24,569 +7%
Bank of America
6
Bank of America
North Carolina
$7.6M 345,101 -5,648 -2%
Raymond James Financial
7
Raymond James Financial
Florida
$6.57M 298,559 +298,559 New
LPL Financial
8
LPL Financial
California
$5.87M 266,531 +23,368 +10%
KIM
9
Karpus Investment Management
New York
$5.38M 244,163 +10,355 +4%
Wells Fargo
10
Wells Fargo
California
$5.19M 235,814 +37,456 +19%
AA
11
AQR Arbitrage
Connecticut
$4.59M 208,539 -63,019 -23%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.63M 164,926 +3,651 +2%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$3.37M 153,037 +3,846 +3%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.32M 150,724 +39,498 +36%
Stifel Financial
15
Stifel Financial
Missouri
$2.73M 123,984 +3,926 +3%
First Trust Advisors
16
First Trust Advisors
Illinois
$2.67M 121,088 +1,762 +1%
LOPW
17
Live Oak Private Wealth
North Carolina
$2.26M 102,602 – –
CTC
18
Central Trust Company
Missouri
$1.98M 89,757 -1,805 -2%
Cohen & Steers
19
Cohen & Steers
New York
$1.6M 72,835 – –
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.25M 56,617 -1,644 -3%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.18M 53,438 +17,424 +48%
SIC
22
Samalin Investment Counsel
New York
$1.14M 51,596 -790 -2%
WF
23
Welch & Forbes
Massachusetts
$1.1M 50,000 – –
HWAM
24
Hennion & Walsh Asset Management
New Jersey
$972K 44,119 -8,161 -16%
PAMP
25
Polar Asset Management Partners
Ontario, Canada
$928K 42,152 +42,152 New
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