John Hancock Premium Dividend Fund
PDT
65 hedge funds and large institutions have $40.1M invested in John Hancock Premium Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 6 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 16
3% more capital invested
Capital invested by funds: $38.8M → $40.1M (+$1.31M)
0.39% more ownership
Funds ownership: 5.68% → 6.06% (+0.39%)
3% less funds holding
Funds holding: 67 → 65 (-2)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
Bridge Advisory
Pasadena,
California
|
+$2.12M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$817K |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$319K |
| 4 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$295K |
| 5 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
+$262K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WFA
Websterrogers Financial Advisors
Florence,
South Carolina
|
-$729K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$291K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$123K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$121K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$114K |
PDT Hedge Fund Activity: Q3 2022 in Review
65 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in John Hancock Premium Dividend Fund (PDT) for Q3 2022, worth a combined $40.1M — up 3.4% from $38.8M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of PDT and 4 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 24 added.
The largest buyer was Bridge Advisory, adding an estimated $2.12M. The largest seller was Websterrogers Financial Advisors, exiting entirely with an estimated $729K sold.
- 65 institutional investors held John Hancock Premium Dividend Fund (PDT) as of Q3 2022, down from 67 in Q2 2022.
- Funds reported $40.1M of John Hancock Premium Dividend Fund stock for Q3 2022, up 3.4% quarter-over-quarter.
- 4 funds opened new John Hancock Premium Dividend Fund positions in Q3 2022 and 6 closed out, a net change of -2 holders.
- The largest John Hancock Premium Dividend Fund buyer in Q3 2022 was Bridge Advisory, an estimated $2.12M added.
- The largest John Hancock Premium Dividend Fund seller in Q3 2022 was Websterrogers Financial Advisors, an estimated $729K sold.
Based on aggregated 13F filings for Q3 2022.