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PDT

John Hancock Premium Dividend Fund

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: 8488 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$158K -$2.36K -184 -2%
HWM
52
HB Wealth Management
Georgia
$154K -$1.81K -141 -1%
AFG
53
Atomi Financial Group
New York
$150K
EWA
54
EP Wealth Advisors
California
$149K -$2.56K -200 -2%
HighTower Advisors
55
HighTower Advisors
Illinois
$138K -$58.6K -4,570 -30%
AAS
56
Avantax Advisory Services
Texas
$131K
BTD
57
BankPlus Trust Department
Mississippi
$116K
Comerica Bank
58
Comerica Bank
Texas
$115K +$4.22K +329 +4%
MCM
59
MAI Capital Management
Ohio
$91.4K +$577 +45 +0.6%
AG
60
AmeriFlex Group
Nevada
$78.2K
HCM
61
Hollencrest Capital Management
California
$56.5K
RFG
62
REAP Financial Group
Texas
$53.7K
HI
63
Hoey Investments
Pennsylvania
$41.9K
FHA
64
First Horizon Advisors
Tennessee
$41.9K +$41K +3,200 New
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$39.7K +$7.6K +593 +24%
CA
66
Clearstead Advisors
Ohio
$39.2K +$38.5K +3,000 New
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$39K -$14.7K -1,147 -28%
SIS
68
Sound Income Strategies
Florida
$33.6K +$8.27K +645 +34%
CSC
69
Caldwell Sutter Capital
California
$26.9K
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$26.2K
MSG
71
Main Street Group
Virginia
$16.1K +$12.6K +980 +397%
HNB
72
Huntington National Bank
Ohio
$15.9K
FAM
73
Flaharty Asset Management
Florida
$10.7K +$10.5K +819 New
PB
74
Pinnacle Bancorp
Nebraska
$10.3K
PWAM
75
Private Wealth Asset Management
Iowa
$10.3K +$10.1K +788 New

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.