John Hancock Premium Dividend Fund
PDT
85 hedge funds and large institutions have $55.1M invested in John Hancock Premium Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 9 closing their positions.
670% more capital inflows, than outflows
Capital inflows: $20.9M | Capital outflows: $2.72M
133% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 9
92% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 13
13% more funds holding
Funds holding: 75 → 85 (+10)
3.54% more ownership
Funds ownership: 8.19% → 11.73% (+3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$2.69M |
| 2 |
Penserra Capital Management
Orinda,
California
|
+$2.04M |
| 3 |
Shaker Financial Services
Arlington,
Virginia
|
+$1.72M |
| 4 |
AQR Arbitrage
Greenwich,
Connecticut
|
+$1.71M |
| 5 |
Wolverine Asset Management
Chicago,
Illinois
|
+$1.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$409K |
| 2 |
Stratos Wealth Partners
Beachwood,
Ohio
|
-$373K |
| 3 |
Ausdal Financial Partners
Davenport,
Iowa
|
-$303K |
| 4 |
Atria Wealth Solutions
New York
|
-$284K |
| 5 |
Sowell Financial Services
North Little Rock,
Arkansas
|
-$271K |
PDT Hedge Fund Activity: Q3 2023 in Review
85 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in John Hancock Premium Dividend Fund (PDT) for Q3 2023, worth a combined $55.1M — up 17% from $47.1M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new PDT positions and 9 closed out — a net gain of 12 holders — while 25 added to existing stakes and 13 trimmed.
The largest buyer was Invesco, adding an estimated $2.69M. The largest seller was Wells Fargo, cutting an estimated $409K.
- 85 institutional investors held John Hancock Premium Dividend Fund (PDT) as of Q3 2023, up from 75 in Q2 2023.
- Funds reported $55.1M of John Hancock Premium Dividend Fund stock for Q3 2023, up 17% quarter-over-quarter.
- 21 funds opened new John Hancock Premium Dividend Fund positions in Q3 2023 and 9 closed out, a net change of +12 holders.
- The largest John Hancock Premium Dividend Fund buyer in Q3 2023 was Invesco, an estimated $2.69M added.
- The largest John Hancock Premium Dividend Fund seller in Q3 2023 was Wells Fargo, an estimated $409K sold.
Based on aggregated 13F filings for Q3 2023.