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PDT

John Hancock Premium Dividend Fund

69 hedge funds and large institutions have $45M invested in John Hancock Premium Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 13

0% more ownership

Funds ownership: 5.62%5.62% (+0%)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

2% less capital invested

Capital invested by funds: $45.8M → $45M (-$825K)

3% less funds holding

Funds holding: 7169 (-2)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
26
Reduced
13
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$5.46M +$62.5K +3,901 +1%
Morgan Stanley
2
Morgan Stanley
New York
$3.87M +$65.6K +4,094 +2%
Osaic Holdings
3
Osaic Holdings
Arizona
$3.87M +$571K +35,657 +18%
BA
4
Bridge Advisory
California
$3.37M +$1.16M +72,273 +54%
LPL Financial
5
LPL Financial
California
$2.78M +$81.4K +5,084 +3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.45M +$2.72K +170 +0.1%
GC
7
Guggenheim Capital
Illinois
$2.06M -$252K -15,716 -11%
SPIA
8
Steward Partners Investment Advisory
New York
$1.67M +$57K +3,556 +4%
SWP
9
Stratos Wealth Partners
Ohio
$1.66M +$407K +25,425 +34%
AFP
10
Ausdal Financial Partners
Iowa
$1.58M +$110K +6,865 +8%
BCI
11
Brinker Capital Investments
Pennsylvania
$1.24M
Wells Fargo
12
Wells Fargo
California
$1.23M +$6.82K +426 +0.6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.23M +$190K +11,846 +19%
MML Investors Services
14
MML Investors Services
Massachusetts
$1.03M +$253K +15,802 +34%
Bank of America
15
Bank of America
North Carolina
$1.01M -$13.9K -870 -1%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$838K +$112K +6,971 +16%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$805K +$36.9K +2,306 +5%
IAIM
18
International Assets Investment Management
Florida
$784K -$9.06K -566 -1%
KAS
19
Kestra Advisory Services
Texas
$627K +$1.01K +63 +0.2%
BAM
20
Belpointe Asset Management
Nevada
$596K -$22.8K -1,425 -4%
UBS Group
21
UBS Group
Switzerland
$526K -$30.2K -1,887 -6%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$523K +$10.4K +647 +2%
RJA
23
Raymond James & Associates
Florida
$374K -$25.4K -1,586 -7%
NA
24
Nottingham Advisors
New York
$360K -$34.7K -2,166 -9%
HighTower Advisors
25
HighTower Advisors
Illinois
$347K -$32.8K -2,045 -9%

PDT Hedge Fund Activity: Q1 2022 in Review

69 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in John Hancock Premium Dividend Fund (PDT) for Q1 2022, worth a combined $45M — down 1.8% from $45.8M a quarter earlier.

Fund positioning in PDT was balanced in Q1 2022: 9 funds opened new positions, 9 closed out, 26 added to existing stakes and 13 trimmed.

The largest buyer was Bridge Advisory, adding an estimated $1.16M. The largest seller was Truvvo Partners, exiting entirely with an estimated $869K sold.

  • 69 institutional investors held John Hancock Premium Dividend Fund (PDT) as of Q1 2022, down from 71 in Q4 2021.
  • Funds reported $45M of John Hancock Premium Dividend Fund stock for Q1 2022, down 1.8% quarter-over-quarter.
  • 9 funds opened new John Hancock Premium Dividend Fund positions in Q1 2022 and 9 closed out, a net change of 0 holders.
  • The largest John Hancock Premium Dividend Fund buyer in Q1 2022 was Bridge Advisory, an estimated $1.16M added.
  • The largest John Hancock Premium Dividend Fund seller in Q1 2022 was Truvvo Partners, an estimated $869K sold.

Based on aggregated 13F filings for Q1 2022.