John Hancock Premium Dividend Fund
PDT
90 hedge funds and large institutions have $79.3M invested in John Hancock Premium Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 14 closing their positions.
44% more capital invested
Capital invested by funds: $55.1M → $79.3M (+$24.2M)
43% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 14
6% more funds holding
Funds holding: 85 → 90 (+5)
3.4% more ownership
Funds ownership: 11.73% → 15.14% (+3.4%)
8% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.12M |
| 2 |
MP
Mangrove Partners
Greenwich,
Connecticut
|
+$6.21M |
| 3 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$2.78M |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$1.83M |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
Bridge Advisory
Pasadena,
California
|
-$4.46M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$553K |
| 3 |
LPL Financial
San Diego,
California
|
-$388K |
| 4 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
-$361K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$344K |
PDT Hedge Fund Activity: Q4 2023 in Review
90 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in John Hancock Premium Dividend Fund (PDT) for Q4 2023, worth a combined $79.3M — up 44% from $55.1M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new PDT positions and 14 closed out — a net gain of 6 holders — while 23 added to existing stakes and 25 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.12M. The largest seller was Bridge Advisory, cutting an estimated $4.46M.
- 90 institutional investors held John Hancock Premium Dividend Fund (PDT) as of Q4 2023, up from 85 in Q3 2023.
- Funds reported $79.3M of John Hancock Premium Dividend Fund stock for Q4 2023, up 44% quarter-over-quarter.
- 20 funds opened new John Hancock Premium Dividend Fund positions in Q4 2023 and 14 closed out, a net change of +6 holders.
- The largest John Hancock Premium Dividend Fund buyer in Q4 2023 was Morgan Stanley, an estimated $9.12M added.
- The largest John Hancock Premium Dividend Fund seller in Q4 2023 was Bridge Advisory, an estimated $4.46M sold.
Based on aggregated 13F filings for Q4 2023.