John Hancock Premium Dividend Fund
PDT
71 hedge funds and large institutions have $56.8M invested in John Hancock Premium Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 7 closing their positions.
157% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 7
18% more funds holding
Funds holding: 60 → 71 (+11)
3% more capital invested
Capital invested by funds: $54.9M → $56.8M (+$1.9M)
0.29% more ownership
Funds ownership: 6.57% → 6.86% (+0.29%)
0% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.03M |
| 2 |
Morgan Stanley
New York
|
+$630K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$340K |
| 4 |
TWA
TCI Wealth Advisors
Tucson,
Arizona
|
+$311K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$195K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NPC
National Planning Corporation
El Segundo,
California
|
-$943K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$942K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$788K |
| 4 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
-$539K |
| 5 |
Cohen & Steers
New York
|
-$399K |
PDT Hedge Fund Activity: Q4 2017 in Review
71 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in John Hancock Premium Dividend Fund (PDT) for Q4 2017, worth a combined $56.8M — up 3.5% from $54.9M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new PDT positions and 7 closed out — a net gain of 11 holders — while 18 added to existing stakes and 18 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.03M. The largest seller was National Planning Corporation, exiting entirely with an estimated $943K sold.
- 71 institutional investors held John Hancock Premium Dividend Fund (PDT) as of Q4 2017, up from 60 in Q3 2017.
- Funds reported $56.8M of John Hancock Premium Dividend Fund stock for Q4 2017, up 3.5% quarter-over-quarter.
- 18 funds opened new John Hancock Premium Dividend Fund positions in Q4 2017 and 7 closed out, a net change of +11 holders.
- The largest John Hancock Premium Dividend Fund buyer in Q4 2017 was LPL Financial, an estimated $1.03M added.
- The largest John Hancock Premium Dividend Fund seller in Q4 2017 was National Planning Corporation, an estimated $943K sold.
Based on aggregated 13F filings for Q4 2017.