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PDT

John Hancock Premium Dividend Fund
PDT

88 hedge funds and large institutions have $87.5M invested in John Hancock Premium Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

9% more capital invested

Capital invested by funds: $80.5M → $87.5M (+$7M)

5% more funds holding

Funds holding: 84 → 88 (+4)

0.76% more ownership

Funds ownership: 12.84% → 13.61% (+0.76%)

Holders
88
Holders Change
+4
Holders Change %
+4.76%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
29
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$2.61M
2
Wells Fargo
Wells Fargo
California
+$1.27M
3
GC
Guggenheim Capital
Illinois
+$909K
4
WAM
Wolverine Asset Management
Illinois
+$693K
5
Invesco
Invesco
Georgia
+$541K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$783K
2
Cohen & Steers
Cohen & Steers
New York
-$669K
3
Calamos Advisors
Calamos Advisors
Illinois
-$203K
4
SFS
Shaker Financial Services
Virginia
-$189K
5
PFS
Prospera Financial Services
Texas
-$170K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
26
Aptus Capital Advisors
Alabama
$590K -$70.2K -5,474 -11%
SLC
27
Second Line Capital
Louisiana
$590K -$57.4K -4,474 -9%
UBS Group
28
UBS Group
Switzerland
$553K +$48K +3,747 +10%
Calamos Advisors
29
Calamos Advisors
Illinois
$538K -$203K -15,815 -28%
SPIA
30
Steward Partners Investment Advisory
New York
$519K -$57.4K -4,480 -10%
IAIM
31
International Assets Investment Management
Florida
$473K +$4.9K +382 +1%
ST
32
Sabal Trust
Florida
$470K – – –
MWA
33
Medallion Wealth Advisors
Connecticut
$460K +$23K +1,792 +5%
BIG
34
Brookwood Investment Group
Arizona
$392K +$385K +30,004 New
Raymond James Financial
35
Raymond James Financial
Florida
$342K -$92.5K -7,215 -22%
CPSC
36
Carl P. Sherr & Co
Massachusetts
$336K – – –
RAM
37
Readystate Asset Management
Illinois
$331K +$127K +9,877 +64%
MA
38
Mezzasalma Advisors
New Jersey
$295K +$5.46K +426 +2%
SHF
39
Safe Harbor Fiduciary
Florida
$282K – – –
SFS
40
Sowell Financial Services
Arkansas
$261K +$3.5K +273 +1%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$258K +$20.7K +1,614 +9%
MFG
42
Merit Financial Group
Georgia
$230K +$1.54K +120 +0.7%
MWM
43
Melfa Wealth Management
Massachusetts
$218K – – –
LCM
44
Landscape Capital Management
New Jersey
$215K +$63.6K +4,958 +43%
MFWP
45
Mosaic Family Wealth Partners
Missouri
$212K – – –
ACM
46
Arlington Capital Management
Illinois
$197K +$8.55K +667 +5%
PCIA
47
Prime Capital Investment Advisors
Kansas
$186K +$1.26K +98 +0.7%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$182K +$359 +28 +0.2%
P
49
&Partners
Tennessee
$181K +$1.58K +123 +0.9%
JWCA
50
J.W. Cole Advisors
Florida
$175K +$171K +13,366 New
1
2
3 4

PDT Hedge Fund Activity: Q1 2025 in Review

88 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in John Hancock Premium Dividend Fund (PDT) for Q1 2025, worth a combined $87.5M — up 8.7% from $80.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PDT positions and 5 closed out — a net gain of 5 holders — while 29 added to existing stakes and 22 trimmed.

The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $2.61M. The largest seller was Morgan Stanley, cutting an estimated $783K.

  • 88 institutional investors held John Hancock Premium Dividend Fund (PDT) as of Q1 2025, up from 84 in Q4 2024.
  • Funds reported $87.5M of John Hancock Premium Dividend Fund stock for Q1 2025, up 8.7% quarter-over-quarter.
  • 10 funds opened new John Hancock Premium Dividend Fund positions in Q1 2025 and 5 closed out, a net change of +5 holders.
  • The largest John Hancock Premium Dividend Fund buyer in Q1 2025 was Cornerstone Advisors, an estimated $2.61M added.
  • The largest John Hancock Premium Dividend Fund seller in Q1 2025 was Morgan Stanley, an estimated $783K sold.

Based on aggregated 13F filings for Q1 2025.