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PDT

John Hancock Premium Dividend Fund

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: 8684 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
AF
76
Allworth Financial
California
$4.28K +$78 +6 +2%
RMP
77
Richards, Merrill & Peterson
Washington
$3.62K +$3.67K +284 New
MSG
78
Main Street Group
Virginia
$3.15K
HIW
79
Holos Integrated Wealth
Pennsylvania
$2.75K +$2.79K +216 New
ZRP
80
Zynergy Retirement Planning
New Jersey
$2.64K
DWM
81
Darwin Wealth Management
Florida
$2.55K
KFI
82
Key Financial Inc
Pennsylvania
$1.38K
PMFA
83
Plante Moran Financial Advisors
Michigan
$1.27K +$1.29K +100 New
HBW
84
Hazlett, Burt & Watson
West Virginia
$1K
RIL
85
Rothschild Investment LLC
Illinois
$956
AA
86
AQR Arbitrage
Connecticut
-$972K -73,503 Closed
Jane Street
87
Jane Street
New York
-$382K -28,873 Closed
NFG
88
Nations Financial Group
Iowa
-$332K -25,104 Closed
JWCA
89
J.W. Cole Advisors
Florida
-$240K -18,144 Closed
WLPWM
90
Walled Lake Planning & Wealth Management
Illinois
-$175K -13,261 Closed
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
-$172K -13,010 Closed
IWP
92
Innova Wealth Partners
Pennsylvania
-$166K -12,520 Closed
Goldman Sachs
93
Goldman Sachs
New York
-$161K -12,167 Closed
NA
94
NewEdge Advisors
Louisiana
-$149K -11,305 Closed
TSS
95
Two Sigma Securities
New York
-$144K -10,891 Closed
BWP
96
Baldwin Wealth Partners
Massachusetts
-$34K -2,573 Closed
UCI
97
Uncommon Cents Investing
Wisconsin
-$25.1K -1,900 Closed
FAM
98
Flaharty Asset Management
Florida
-$10.8K -819 Closed
NS
99
NBC Securities
Alabama
-$10K -785 Closed
TRCT
100
Tower Research Capital (TRC)
New York
-$6.45K -488 Closed

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.