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PDT

John Hancock Premium Dividend Fund
PDT

97 hedge funds and large institutions have $82.5M invested in John Hancock Premium Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 23

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

1% more capital invested

Capital invested by funds: $81.3M → $82.5M (+$1.2M)

0.21% less ownership

Funds ownership: 13.01% → 12.8% (-0.21%)

2% less funds holding

Funds holding: 99 → 97 (-2)

Holders
97
Holders Change
-2
Holders Change %
-2.02%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
35
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Pathstone Holdings
Pathstone Holdings
New Jersey
+$2.02M
2
Cohen & Steers
Cohen & Steers
New York
+$1.96M
3
AIA
Absolute Investment Advisers
Florida
+$1.15M
4
1CP
1607 Capital Partners
Virginia
+$843K
5
Calamos Advisors
Calamos Advisors
Illinois
+$770K

Top Sellers

Rank Fund Capital Flow
1
AWM
Axxcess Wealth Management
California
-$6.86M
2
LPL Financial
LPL Financial
California
-$1.82M
3
RAM
Readystate Asset Management
Illinois
-$1.27M
4
Millennium Management
Millennium Management
New York
-$955K
5
GC
Guggenheim Capital
Illinois
-$400K
Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
76
Caldwell Sutter Capital
California
$27K – – –
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$26.2K – – –
LFG
78
Larson Financial Group
Missouri
$20.9K +$20.3K +1,549 +3,161%
AF
79
Allworth Financial
California
$19.6K – – –
FFA
80
Farther Finance Advisors
California
$17.2K +$315 +24 +2%
HNB
81
Huntington National Bank
Ohio
$15.9K – – –
MSG
82
Main Street Group
Virginia
$15.4K +$15.4K +1,172 New
SIS
83
Sound Income Strategies
Florida
$13.4K +$249 +19 +2%
PB
84
Pinnacle Bancorp
Nebraska
$10.3K – – –
PWAM
85
Private Wealth Asset Management
Iowa
$10.3K – – –
NS
86
NBC Securities
Alabama
$10.3K – – –
SWM
87
Spire Wealth Management
Virginia
$8.08K – – –
US Bancorp
88
US Bancorp
Minnesota
$6.55K – – –
GC
89
Gould Capital
Washington
$5.88K – – –
WPA
90
Wealth Preservation Advisors
Tennessee
$4.7K – – –
AssetMark Inc
91
AssetMark Inc
California
$4.4K – – –
HIW
92
Holos Integrated Wealth
Pennsylvania
$2.85K – – –
DWM
93
Darwin Wealth Management
Florida
$2.62K – – –
KFI
94
Key Financial Inc
Pennsylvania
$1.42K – – –
PMFA
95
Plante Moran Financial Advisors
Michigan
$1.31K – – –
SIC
96
SJS Investment Consulting
Ohio
$1.01K +$79 +6 +8%
TFGT
97
TS Financial Group (TSFG)
Illinois
$1K +$26 +2 +2%
RIL
98
Rothschild Investment LLC
Illinois
$983 – – –
AWM
99
Axxcess Wealth Management
California
– -$6.86M -540,241 Closed
RAM
100
Readystate Asset Management
Illinois
– -$1.27M -99,738 Closed
1 2 3
4
5

PDT Hedge Fund Activity: Q1 2026 in Review

97 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in John Hancock Premium Dividend Fund (PDT) for Q1 2026, worth a combined $82.5M — up 1.5% from $81.3M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PDT positions and 11 closed out — a net gain of 2 holders — while 35 added to existing stakes and 23 trimmed.

The largest buyer was Pathstone Holdings, adding an estimated $2.02M. The largest seller was Axxcess Wealth Management, exiting entirely with an estimated $6.86M sold.

  • 97 institutional investors held John Hancock Premium Dividend Fund (PDT) as of Q1 2026, down from 99 in Q4 2025.
  • Funds reported $82.5M of John Hancock Premium Dividend Fund stock for Q1 2026, up 1.5% quarter-over-quarter.
  • 13 funds opened new John Hancock Premium Dividend Fund positions in Q1 2026 and 11 closed out, a net change of +2 holders.
  • The largest John Hancock Premium Dividend Fund buyer in Q1 2026 was Pathstone Holdings, an estimated $2.02M added.
  • The largest John Hancock Premium Dividend Fund seller in Q1 2026 was Axxcess Wealth Management, an estimated $6.86M sold.

Based on aggregated 13F filings for Q1 2026.