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PDT

John Hancock Premium Dividend Fund

84 hedge funds and large institutions have $80.5M invested in John Hancock Premium Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 11

4% more capital invested

Capital invested by funds: $77.6M → $80.5M (+$2.92M)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

0.2% less ownership

Funds ownership: 13.04%12.84% (-0.2%)

2% less funds holding

Funds holding: 8684 (-2)

Holders
84
Holders Change
-2
Holders Change %
-2.33%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
28
Reduced
11
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$542K +$37.5K +2,903 +7%
Walleye Capital
27
Walleye Capital
New York
$535K +$543K +41,987 New
UBS Group
28
UBS Group
Switzerland
$491K -$73K -5,643 -13%
ST
29
Sabal Trust
Florida
$458K
IAIM
30
International Assets Investment Management
Florida
$455K -$6.66M -514,745 -93%
MWA
31
Medallion Wealth Advisors
Connecticut
$434K +$432K +33,414 New
Raymond James Financial
32
Raymond James Financial
Florida
$425K +$431K +33,357 New
CPSC
33
Carl P. Sherr & Co
Massachusetts
$327K
MA
34
Mezzasalma Advisors
New Jersey
$282K +$287K +22,156 New
SHF
35
Safe Harbor Fiduciary
Florida
$274K -$6.47K -500 -2%
SFS
36
Sowell Financial Services
Arkansas
$251K +$3.49K +270 +1%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$231K +$1.13K +87 +0.5%
MFG
38
Merit Financial Group
Georgia
$222K +$2.03K +157 +0.9%
MWM
39
Melfa Wealth Management
Massachusetts
$212K
MFWP
40
Mosaic Family Wealth Partners
Missouri
$206K
RAM
41
Readystate Asset Management
Illinois
$197K +$200K +15,460 New
HighTower Advisors
42
HighTower Advisors
Illinois
$193K -$10.3K -795 -5%
ACM
43
Arlington Capital Management
Illinois
$184K +$24.7K +1,906 +15%
PCIA
44
Prime Capital Investment Advisors
Kansas
$180K +$1.24K +96 +0.7%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$177K +$18.1K +1,400 +11%
P
46
&Partners
Tennessee
$177K +$26.2K +2,022 +17%
PFS
47
Prospera Financial Services
Texas
$170K +$173K +13,354 New
Creative Planning
48
Creative Planning
Kansas
$156K +$159K +12,257 New
HWM
49
HB Wealth Management
Georgia
$152K
EWA
50
EP Wealth Advisors
California
$148K -$73.8K -5,704 -33%

PDT Hedge Fund Activity: Q4 2024 in Review

84 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in John Hancock Premium Dividend Fund (PDT) for Q4 2024, worth a combined $80.5M — up 3.8% from $77.6M a quarter earlier.

Fund positioning in PDT was balanced in Q4 2024: 17 funds opened new positions, 17 closed out, 28 added to existing stakes and 11 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.91M. The largest seller was International Assets Investment Management, cutting an estimated $6.66M.

  • 84 institutional investors held John Hancock Premium Dividend Fund (PDT) as of Q4 2024, down from 86 in Q3 2024.
  • Funds reported $80.5M of John Hancock Premium Dividend Fund stock for Q4 2024, up 3.8% quarter-over-quarter.
  • 17 funds opened new John Hancock Premium Dividend Fund positions in Q4 2024 and 17 closed out, a net change of 0 holders.
  • The largest John Hancock Premium Dividend Fund buyer in Q4 2024 was Wells Fargo, an estimated $2.91M added.
  • The largest John Hancock Premium Dividend Fund seller in Q4 2024 was International Assets Investment Management, an estimated $6.66M sold.

Based on aggregated 13F filings for Q4 2024.