John Hancock Premium Dividend Fund
PDT
71 hedge funds and large institutions have $45.8M invested in John Hancock Premium Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 6 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 14
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
5% more capital invested
Capital invested by funds: $43.5M → $45.8M (+$2.34M)
4% more funds holding
Funds holding: 68 → 71 (+3)
0.24% more ownership
Funds ownership: 5.38% → 5.62% (+0.24%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$1.29M |
| 2 |
CPSC
Carl P. Sherr & Co
Worcester,
Massachusetts
|
+$440K |
| 3 |
Morgan Stanley
New York
|
+$366K |
| 4 |
BA
Bridge Advisory
Pasadena,
California
|
+$295K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$218K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APW
Aurora Private Wealth
Rockaway,
New Jersey
|
-$434K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$194K |
| 3 |
MFW
Mosaic Family Wealth
St. Louis,
Missouri
|
-$124K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$108K |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$66.8K |
PDT Hedge Fund Activity: Q4 2021 in Review
71 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in John Hancock Premium Dividend Fund (PDT) for Q4 2021, worth a combined $45.8M — up 5.4% from $43.5M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PDT positions and 6 closed out — a net gain of 5 holders — while 28 added to existing stakes and 14 trimmed.
The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $1.29M. The largest seller was Aurora Private Wealth, exiting entirely with an estimated $434K sold.
- 71 institutional investors held John Hancock Premium Dividend Fund (PDT) as of Q4 2021, up from 68 in Q3 2021.
- Funds reported $45.8M of John Hancock Premium Dividend Fund stock for Q4 2021, up 5.4% quarter-over-quarter.
- 11 funds opened new John Hancock Premium Dividend Fund positions in Q4 2021 and 6 closed out, a net change of +5 holders.
- The largest John Hancock Premium Dividend Fund buyer in Q4 2021 was Brinker Capital Investments, an estimated $1.29M added.
- The largest John Hancock Premium Dividend Fund seller in Q4 2021 was Aurora Private Wealth, an estimated $434K sold.
Based on aggregated 13F filings for Q4 2021.