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PDT

John Hancock Premium Dividend Fund

90 hedge funds and large institutions have $79M invested in John Hancock Premium Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

2% more funds holding

Funds holding: 8890 (+2)

1.41% less ownership

Funds ownership: 13.61%12.2% (-1.4%)

10% less capital invested

Capital invested by funds: $87.5M → $79M (-$8.47M)

28% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 29

Holders
90
Holders Change
+2
Holders Change %
+2.27%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
21
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$9.88M +$369K +29,000 +4%
Invesco
2
Invesco
Georgia
$9.05M +$209K +16,425 +2%
GC
3
Guggenheim Capital
Illinois
$8.64M -$599K -47,036 -7%
AWM
4
Axxcess Wealth Management
California
$6.42M -$13.7K -1,079 -0.2%
LPL Financial
5
LPL Financial
California
$5M -$268K -21,037 -5%
MP
6
Mangrove Partners
Connecticut
$4.48M -$4.34M -340,916 -50%
CA
7
Cornerstone Advisors
North Carolina
$3.05M +$362K +28,424 +14%
Wells Fargo
8
Wells Fargo
California
$3.01M -$1.81M -142,310 -38%
PFA
9
Pathway Financial Advisers
Indiana
$2.98M +$68.3K +5,360 +2%
Morgan Stanley
10
Morgan Stanley
New York
$2.87M -$492K -38,602 -15%
SWP
11
Stratos Wealth Partners
Ohio
$1.9M +$61.1K +4,796 +3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.54M -$9.75K -766 -0.6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.25M -$18.6K -1,464 -2%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.2M -$163K -12,792 -12%
KAS
15
Kestra Advisory Services
Texas
$1.16M -$225K -17,653 -17%
SA
16
Sovran Advisors
California
$1.12M -$2.55K -200 -0.2%
AAM
17
Advisors Asset Management
Colorado
$785K -$11.2K -877 -1%
AFP
18
Ausdal Financial Partners
Iowa
$742K -$38.9K -3,055 -5%
WFA
19
Websterrogers Financial Advisors
South Carolina
$685K
UBS Group
20
UBS Group
Switzerland
$627K +$67.5K +5,300 +13%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$604K +$7.77K +610 +1%
ACA
22
Aptus Capital Advisors
Alabama
$580K -$13.7K -1,073 -2%
SLC
23
Second Line Capital
Louisiana
$580K -$13.7K -1,073 -2%
P
24
&Partners
Tennessee
$576K +$379K +29,803 +214%
SPIA
25
Steward Partners Investment Advisory
New York
$529K +$5.69K +447 +1%

PDT Hedge Fund Activity: Q2 2025 in Review

90 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in John Hancock Premium Dividend Fund (PDT) for Q2 2025, worth a combined $79M — down 9.7% from $87.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PDT positions and 9 closed out — a net gain of 3 holders — while 21 added to existing stakes and 29 trimmed.

The largest buyer was Hancock Whitney, opening a new position worth an estimated $457K. The largest seller was Mangrove Partners, cutting an estimated $4.34M.

  • 90 institutional investors held John Hancock Premium Dividend Fund (PDT) as of Q2 2025, up from 88 in Q1 2025.
  • Funds reported $79M of John Hancock Premium Dividend Fund stock for Q2 2025, down 9.7% quarter-over-quarter.
  • 12 funds opened new John Hancock Premium Dividend Fund positions in Q2 2025 and 9 closed out, a net change of +3 holders.
  • The largest John Hancock Premium Dividend Fund buyer in Q2 2025 was Hancock Whitney, an estimated $457K added.
  • The largest John Hancock Premium Dividend Fund seller in Q2 2025 was Mangrove Partners, an estimated $4.34M sold.

Based on aggregated 13F filings for Q2 2025.