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PDT

John Hancock Premium Dividend Fund
PDT

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: 84 → 88 (+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
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$2.61M
2
Wells Fargo
Wells Fargo
California
+$1.27M
3
GC
Guggenheim Capital
Illinois
+$909K
4
WAM
Wolverine Asset Management
Illinois
+$693K
5
Invesco
Invesco
Georgia
+$541K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$783K
2
Cohen & Steers
Cohen & Steers
New York
-$669K
3
Calamos Advisors
Calamos Advisors
Illinois
-$203K
4
SFS
Shaker Financial Services
Virginia
-$189K
5
PFS
Prospera Financial Services
Texas
-$170K
Name Holding Trade Value Shares
Change 		Change in
Stake
NS
76
NBC Securities
Alabama
$10K +$10.1K +785 New
SWM
77
Spire Wealth Management
Virginia
$8.07K – – –
GFPC
78
Global Financial Private Client
Florida
$7.34K – – –
US Bancorp
79
US Bancorp
Minnesota
$6.54K -$3.53K -275 -35%
GC
80
Gould Capital
Washington
$5.87K – – –
WPA
81
Wealth Preservation Advisors
Tennessee
$4.7K +$4.6K +359 New
AF
82
Allworth Financial
California
$4.28K +$51 +4 +1%
RMP
83
Richards, Merrill & Peterson
Washington
$3.71K – – –
HIW
84
Holos Integrated Wealth
Pennsylvania
$2.83K – – –
DWM
85
Darwin Wealth Management
Florida
$2.55K – – –
ZRP
86
Zynergy Retirement Planning
New Jersey
$2.55K – – –
KFI
87
Key Financial Inc
Pennsylvania
$1.41K – – –
PMFA
88
Plante Moran Financial Advisors
Michigan
$1.31K – – –
RIL
89
Rothschild Investment LLC
Illinois
$981 – – –
MA
90
Montag & Associates
Georgia
$6 -$19.5K -1,518 Closed
PFS
91
Prospera Financial Services
Texas
– -$170K -13,354 Closed
DJSG
92
D.J. St. Germain
Massachusetts
– -$6.37K -500 Closed
FW
93
Fairway Wealth
Ohio
– -$5.43K -426 Closed
HBW
94
Hazlett, Burt & Watson
West Virginia
– -$1K -114 Closed
1 2 3
4

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.