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PDT

John Hancock Premium Dividend Fund

88 hedge funds and large institutions have $87.5M invested in John Hancock Premium Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

9% more capital invested

Capital invested by funds: $80.5M → $87.5M (+$7M)

5% more funds holding

Funds holding: 8488 (+4)

0.76% more ownership

Funds ownership: 12.84%13.61% (+0.76%)

Holders
88
Holders Change
+4
Holders Change %
+4.76%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
29
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$9.44M -$669K -52,180 -7%
GC
2
Guggenheim Capital
Illinois
$9.2M +$909K +70,880 +11%
MP
3
Mangrove Partners
Connecticut
$8.91M
Invesco
4
Invesco
Georgia
$8.78M +$541K +42,234 +7%
AWM
5
Axxcess Wealth Management
California
$6.39M +$205K +16,005 +3%
LPL Financial
6
LPL Financial
California
$5.25M -$13.3K -1,040 -0.3%
Wells Fargo
7
Wells Fargo
California
$4.85M +$1.27M +99,397 +37%
Morgan Stanley
8
Morgan Stanley
New York
$3.35M -$783K -61,063 -19%
PFA
9
Pathway Financial Advisers
Indiana
$2.89M -$17.8K -1,390 -0.6%
CA
10
Cornerstone Advisors
North Carolina
$2.66M +$2.61M +203,338 New
SWP
11
Stratos Wealth Partners
Ohio
$1.82M -$109K -8,508 -6%
SFS
12
Shaker Financial Services
Virginia
$1.58M -$189K -14,723 -11%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.54M -$24.9K -1,944 -2%
KAS
14
Kestra Advisory Services
Texas
$1.38M -$21.5K -1,679 -2%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.36M -$19.2K -1,500 -1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.27M -$23.9K -1,865 -2%
SA
17
Sovran Advisors
California
$1.05M -$4.78K -373 -0.4%
AAM
18
Advisors Asset Management
Colorado
$791K +$13 +1 +0%
AFP
19
Ausdal Financial Partners
Iowa
$776K +$18.4K +1,433 +2%
WAM
20
Wolverine Asset Management
Illinois
$708K +$693K +54,091 New
WFA
21
Websterrogers Financial Advisors
South Carolina
$680K
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$662K +$22K +1,713 +4%
Bank of America
23
Bank of America
North Carolina
$651K +$92.8K +7,237 +17%
Walleye Capital
24
Walleye Capital
New York
$646K +$95.2K +7,425 +18%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$592K +$6.45K +503 +1%

PDT Hedge Fund Activity: Q1 2025 in Review

88 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in John Hancock Premium Dividend Fund (PDT) for Q1 2025, worth a combined $87.5M — up 8.7% from $80.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PDT positions and 5 closed out — a net gain of 5 holders — while 29 added to existing stakes and 22 trimmed.

The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $2.61M. The largest seller was Morgan Stanley, cutting an estimated $783K.

  • 88 institutional investors held John Hancock Premium Dividend Fund (PDT) as of Q1 2025, up from 84 in Q4 2024.
  • Funds reported $87.5M of John Hancock Premium Dividend Fund stock for Q1 2025, up 8.7% quarter-over-quarter.
  • 10 funds opened new John Hancock Premium Dividend Fund positions in Q1 2025 and 5 closed out, a net change of +5 holders.
  • The largest John Hancock Premium Dividend Fund buyer in Q1 2025 was Cornerstone Advisors, an estimated $2.61M added.
  • The largest John Hancock Premium Dividend Fund seller in Q1 2025 was Morgan Stanley, an estimated $783K sold.

Based on aggregated 13F filings for Q1 2025.