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PDT

John Hancock Premium Dividend Fund

88 hedge funds and large institutions have $75.4M invested in John Hancock Premium Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 23

5% more capital invested

Capital invested by funds: $71.6M → $75.4M (+$3.85M)

0.52% more ownership

Funds ownership: 12.49%13% (+0.52%)

3% less funds holding

Funds holding: 9188 (-3)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

Holders
88
Holders Change
-3
Holders Change %
-3.3%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
28
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.96M +$153K +13,367 +2%
MP
2
Mangrove Partners
Connecticut
$8.02M
Cohen & Steers
3
Cohen & Steers
New York
$6.87M +$1.17M +102,397 +21%
Invesco
4
Invesco
Georgia
$6.58M +$1.37M +120,193 +27%
GC
5
Guggenheim Capital
Illinois
$6.22M +$1.21M +106,050 +25%
AWM
6
Axxcess Wealth Management
California
$5.71M +$551K +48,169 +11%
LPL Financial
7
LPL Financial
California
$2.97M +$18.9K +1,652 +0.7%
PFA
8
Pathway Financial Advisers
Indiana
$2.64M +$47.1K +4,118 +2%
SFS
9
Shaker Financial Services
Virginia
$2.5M +$1.09M +95,639 +82%
AA
10
AQR Arbitrage
Connecticut
$1.99M -$341K -29,788 -15%
Citadel Advisors
11
Citadel Advisors
Florida
$1.82M +$1.77M +154,656 New
KAS
12
Kestra Advisory Services
Texas
$1.66M -$3.75K -328 -0.2%
SWP
13
Stratos Wealth Partners
Ohio
$1.49M +$34.3K +3,000 +2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.42M +$23.3K +2,041 +2%
LCM
15
Landscape Capital Management
New Jersey
$1.16M -$43.4K -3,795 -4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$954K +$69.1K +6,042 +8%
Osaic Holdings
17
Osaic Holdings
Arizona
$747K -$3.8M -332,051 -84%
AAM
18
Advisors Asset Management
Colorado
$712K +$32.5K +2,839 +5%
AFP
19
Ausdal Financial Partners
Iowa
$670K +$35.5K +3,101 +6%
ACM
20
Arlington Capital Management
Illinois
$662K -$20.7K -1,812 -3%
WFA
21
Websterrogers Financial Advisors
South Carolina
$613K
Two Sigma Investments
22
Two Sigma Investments
New York
$610K +$593K +51,814 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$582K +$236K +20,643 +72%
SLC
24
Second Line Capital
Louisiana
$546K +$55.1K +4,816 +12%
ACA
25
Aptus Capital Advisors
Alabama
$546K -$57.1K -4,997 -10%

PDT Hedge Fund Activity: Q2 2024 in Review

88 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in John Hancock Premium Dividend Fund (PDT) for Q2 2024, worth a combined $75.4M — up 5.4% from $71.6M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PDT and 10 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 28 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.77M. The largest seller was Osaic Holdings, cutting an estimated $3.8M.

  • 88 institutional investors held John Hancock Premium Dividend Fund (PDT) as of Q2 2024, down from 91 in Q1 2024.
  • Funds reported $75.4M of John Hancock Premium Dividend Fund stock for Q2 2024, up 5.4% quarter-over-quarter.
  • 10 funds opened new John Hancock Premium Dividend Fund positions in Q2 2024 and 12 closed out, a net change of -2 holders.
  • The largest John Hancock Premium Dividend Fund buyer in Q2 2024 was Citadel Advisors, an estimated $1.77M added.
  • The largest John Hancock Premium Dividend Fund seller in Q2 2024 was Osaic Holdings, an estimated $3.8M sold.

Based on aggregated 13F filings for Q2 2024.