We are live on ! Find out more
PDT

John Hancock Premium Dividend Fund

67 hedge funds and large institutions have $40M invested in John Hancock Premium Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $34.1M → $40M (+$5.89M)

0.44% more ownership

Funds ownership: 5.76%6.19% (+0.44%)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

8% less funds holding

Funds holding: 7367 (-6)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
67
Holders Change
-6
Holders Change %
-8.22%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
21
Reduced
22
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
1
Bramshill Investments
Florida
$8.84M +$5.99M +464,410 +232%
Invesco
2
Invesco
Georgia
$4.3M -$440K -34,091 -10%
Morgan Stanley
3
Morgan Stanley
New York
$2.71M -$153K -11,824 -5%
LPL Financial
4
LPL Financial
California
$2.13M +$154K +11,965 +8%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.09M -$18.1K -1,407 -0.9%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.48M +$130K +10,111 +10%
Wells Fargo
7
Wells Fargo
California
$1.47M -$126K -9,755 -8%
SWP
8
Stratos Wealth Partners
Ohio
$1.37M -$17.5K -1,360 -1%
Bank of America
9
Bank of America
North Carolina
$1.26M -$669K -51,900 -35%
AFP
10
Ausdal Financial Partners
Iowa
$1.16M +$7.31K +567 +0.7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.14M -$65.5K -5,082 -6%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1M -$166K -12,890 -15%
Ameriprise
13
Ameriprise
Minnesota
$773K -$127K -9,829 -14%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$772K +$14.3K +1,108 +2%
SPIA
15
Steward Partners Investment Advisory
New York
$635K +$302K +23,380 +96%
UBS Group
16
UBS Group
Switzerland
$522K -$98.7K -7,654 -16%
APW
17
Aurora Private Wealth
New Jersey
$513K -$367K -28,436 -42%
BAM
18
Belpointe Asset Management
Nevada
$504K -$108K -8,411 -18%
MFW
19
Mosaic Family Wealth
Missouri
$476K +$37.6K +2,918 +9%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$383K +$19.3K +1,496 +5%
SFS
21
Sowell Financial Services
Arkansas
$379K -$41.1K -3,185 -10%
CAN
22
Cetera Advisor Networks
California
$304K -$91.6K -7,100 -24%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$290K +$26.3K +2,038 +10%
CF
24
Centaurus Financial
California
$277K +$15.1K +1,170 +6%
IAIM
25
International Assets Investment Management
Florida
$274K +$33.5K +2,595 +14%

PDT Hedge Fund Activity: Q2 2020 in Review

67 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in John Hancock Premium Dividend Fund (PDT) for Q2 2020, worth a combined $40M — up 17% from $34.1M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PDT and 7 opened new positions — a net loss of 6 holders — while 22 trimmed existing stakes and 21 added.

The largest buyer was Bramshill Investments, adding an estimated $5.99M. The largest seller was Landscape Capital Management, exiting entirely with an estimated $1.22M sold.

  • 67 institutional investors held John Hancock Premium Dividend Fund (PDT) as of Q2 2020, down from 73 in Q1 2020.
  • Funds reported $40M of John Hancock Premium Dividend Fund stock for Q2 2020, up 17% quarter-over-quarter.
  • 7 funds opened new John Hancock Premium Dividend Fund positions in Q2 2020 and 13 closed out, a net change of -6 holders.
  • The largest John Hancock Premium Dividend Fund buyer in Q2 2020 was Bramshill Investments, an estimated $5.99M added.
  • The largest John Hancock Premium Dividend Fund seller in Q2 2020 was Landscape Capital Management, an estimated $1.22M sold.

Based on aggregated 13F filings for Q2 2020.