John Hancock Premium Dividend Fund
PDT
74 hedge funds and large institutions have $48.2M invested in John Hancock Premium Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 14 closing their positions.
173% more capital inflows, than outflows
Capital inflows: $9.7M | Capital outflows: $3.55M
50% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 16
0.98% more ownership
Funds ownership: 6.99% → 7.97% (+0.98%)
10% less funds holding
Funds holding: 82 → 74 (-8)
36% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.57M |
| 2 |
Cohen & Steers
New York
|
+$2.3M |
| 3 |
Kestra Advisory Services
Austin,
Texas
|
+$504K |
| 4 |
Stratos Wealth Partners
Beachwood,
Ohio
|
+$406K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$385K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$974K |
| 2 |
Aptus Capital Advisors
Fairhope,
Alabama
|
-$350K |
| 3 |
AGM
Alpine Global Management
New York
|
-$223K |
| 4 |
Guggenheim Capital
Chicago,
Illinois
|
-$197K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$179K |
PDT Hedge Fund Activity: Q1 2023 in Review
74 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in John Hancock Premium Dividend Fund (PDT) for Q1 2023, worth a combined $48.2M — up 9.2% from $44.1M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of PDT and 9 opened new positions — a net loss of 5 holders — while 16 trimmed existing stakes and 24 added.
The largest buyer was Morgan Stanley, adding an estimated $4.57M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $974K sold.
- 74 institutional investors held John Hancock Premium Dividend Fund (PDT) as of Q1 2023, down from 82 in Q4 2022.
- Funds reported $48.2M of John Hancock Premium Dividend Fund stock for Q1 2023, up 9.2% quarter-over-quarter.
- 9 funds opened new John Hancock Premium Dividend Fund positions in Q1 2023 and 14 closed out, a net change of -5 holders.
- The largest John Hancock Premium Dividend Fund buyer in Q1 2023 was Morgan Stanley, an estimated $4.57M added.
- The largest John Hancock Premium Dividend Fund seller in Q1 2023 was Brinker Capital Investments, an estimated $974K sold.
Based on aggregated 13F filings for Q1 2023.