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PDT

John Hancock Premium Dividend Fund
PDT

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: 86 → 84 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$2.91M
2
LPL Financial
LPL Financial
California
+$2.16M
3
Invesco
Invesco
Georgia
+$1.95M
4
Cohen & Steers
Cohen & Steers
New York
+$1.88M
5
GC
Guggenheim Capital
Illinois
+$673K

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$6.66M
2
Morgan Stanley
Morgan Stanley
New York
-$5.14M
3
AA
AQR Arbitrage
Connecticut
-$972K
4
SFS
Shaker Financial Services
Virginia
-$405K
5
Jane Street
Jane Street
New York
-$382K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
51
Atomi Financial Group
New York
$147K -$4.19K -324 -3%
LCM
52
Landscape Capital Management
New Jersey
$146K +$148K +11,448 New
AAS
53
Avantax Advisory Services
Texas
$127K – – –
BTD
54
BankPlus Trust Department
Mississippi
$113K +$115K +8,900 New
Comerica Bank
55
Comerica Bank
Texas
$107K – – –
MCM
56
MAI Capital Management
Ohio
$88.5K +$89.8K +6,944 New
AG
57
AmeriFlex Group
Nevada
$76.6K +$77.3K +5,978 New
HCM
58
Hollencrest Capital Management
California
$55K – – –
RFG
59
REAP Financial Group
Texas
$52.3K – – –
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$52K +$14.8K +1,147 +39%
HI
61
Hoey Investments
Pennsylvania
$40.9K – – –
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$31.1K – – –
SWM
63
Sugarloaf Wealth Management
Georgia
$27.8K +$530 +41 +2%
CSC
64
Caldwell Sutter Capital
California
$26.2K – – –
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$25.5K – – –
SIS
66
Sound Income Strategies
Florida
$24.5K +$13.2K +1,017 +112%
MA
67
Montag & Associates
Georgia
$19.3K – – –
HNB
68
Huntington National Bank
Ohio
$15.5K – – –
PB
69
Pinnacle Bancorp
Nebraska
$10K – – –
US Bancorp
70
US Bancorp
Minnesota
$9.87K – – –
SWM
71
Spire Wealth Management
Virginia
$7.86K – – –
GFPC
72
Global Financial Private Client
Florida
$7.15K – – –
DJSG
73
D.J. St. Germain
Massachusetts
$6.37K +$6.47K +500 New
GC
74
Gould Capital
Washington
$5.72K – – –
FW
75
Fairway Wealth
Ohio
$5.43K +$5.51K +426 New
1 2
3
4 5

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.