John Hancock Premium Dividend Fund
PDT
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.
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: 86 → 84 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.91M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.16M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$1.95M |
| 4 |
Cohen & Steers
New York
|
+$1.88M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$673K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$6.66M |
| 2 |
Morgan Stanley
New York
|
-$5.14M |
| 3 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$972K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$405K |
| 5 |
Jane Street
New York
|
-$382K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GJWM
101
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| – | -$4.89K | -370 | Closed |
|
102
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$145 | -11 | 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.