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PDT

John Hancock Premium Dividend Fund

67 hedge funds and large institutions have $89.2M invested in John Hancock Premium Dividend Fund in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 11

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

2% more funds holding

Funds holding: 6667 (+1)

0.41% more ownership

Funds ownership: 13.15%13.56% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $89.4M → $89.2M (-$170K)

Holders
67
Holders Change
+1
Holders Change %
+1.52%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
27
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DA
26
Doliver Advisors
Texas
$291K -$169K -12,683 -36%
Creative Planning
27
Creative Planning
Kansas
$270K +$147K +11,027 +116%
M&T Bank
28
M&T Bank
New York
$264K +$267K +20,069 New
FHA
29
First Horizon Advisors
Tennessee
$263K
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$256K +$42.4K +3,191 +20%
BWP
31
Baldwin Wealth Partners
Massachusetts
$251K
US Bancorp
32
US Bancorp
Minnesota
$244K +$59.8K +4,500 +32%
UCFA
33
United Capital Financial Advisors
Texas
$221K +$224K +16,829 New
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$218K +$69K +5,188 +46%
HCM
35
Hollencrest Capital Management
California
$208K
RCAG
36
Rehmann Capital Advisory Group
Michigan
$186K
NL
37
NWAM LLC
Washington
$175K +$2.29K +172 +1%
PMG
38
ProVise Management Group
Florida
$166K
NFG
39
Next Financial Group
Texas
$156K +$150K +11,299 +1,931%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$151K -$652 -49 -0.4%
CS
41
Credit Suisse
Switzerland
$144K +$3.72K +280 +3%
AF
42
Aldebaran Financial
$139K
EIA
43
Edgemoor Investment Advisors
Maryland
$132K
ICOA
44
Investment Centers of America
North Dakota
$131K -$8.87K -667 -6%
First Manhattan
45
First Manhattan
New York
$112K
NES
46
New England Securities
New York
$84K -$137K -10,272 -62%
MFS
47
MSI Financial Services
Massachusetts
$63K -$11.3K -850 -15%
BAM
48
Barrett Asset Management
New York
$59K
WA
49
Winfield Associates
Ohio
$53K
TJHA
50
Thomas J. Herzfeld Advisors
Florida
$49K +$332 +25 +0.7%

PDT Hedge Fund Activity: Q3 2014 in Review

67 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in John Hancock Premium Dividend Fund (PDT) for Q3 2014, worth a combined $89.2M — down 0.19% from $89.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PDT positions and 6 closed out — a net gain of 2 holders — while 27 added to existing stakes and 11 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $2.62M. The largest seller was Financial & Investment Management Group, cutting an estimated $2.36M.

  • 67 institutional investors held John Hancock Premium Dividend Fund (PDT) as of Q3 2014, up from 66 in Q2 2014.
  • Funds reported $89.2M of John Hancock Premium Dividend Fund stock for Q3 2014, down 0.19% quarter-over-quarter.
  • 8 funds opened new John Hancock Premium Dividend Fund positions in Q3 2014 and 6 closed out, a net change of +2 holders.
  • The largest John Hancock Premium Dividend Fund buyer in Q3 2014 was Saba Capital Management, an estimated $2.62M added.
  • The largest John Hancock Premium Dividend Fund seller in Q3 2014 was Financial & Investment Management Group, an estimated $2.36M sold.

Based on aggregated 13F filings for Q3 2014.