Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Hancock John Pfd Income Fd (HPI)

65 + Investors. Track Smart Money conviction in HPI. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
59%

Smart Money Signals — HPI

Based on 65 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
65 hedge funds hold HPI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding HPI is almost the same as a year ago (+2 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 59% buying

30 buying21 selling
Last quarter: 30 funds bought or added vs 21 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 11 → 10 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

60% conviction (2yr+) 22% medium 18% new
39 out of 65 hedge funds have held HPI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+13% value, -93% shares)

Value
+13%
Shares
-93%
Last quarter: total value of institutional HPI holdings rose +13% even though funds reduced share count by 93%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~7 new funds/quarter

10 → 8 → 11 → 10 → 7 new funds/Q
New funds entering each quarter: 8 → 11 → 10 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 66% veterans vs 22% newcomers

66% veterans 12% 1-2yr 22% new
Entry-cohort mix of 65 holders: 43 (66%) are 2+ year veterans, 8 entered 1–2 years ago, and 14 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
10 of 65 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in HPI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — HPI

In 2026 Q2, 30 hedge funds were net buyers of HPI (7 opened a new position, 23 added to an existing one), while 21 reduced or exited (14 trimmed, 7 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 53% of total institutional value in HPI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 65.

Hedge Fund Ownership: HPI

How many hedge funds hold HPI — quarterly history vs. share price
Quarterly hedge fund ownership of HPI vs. share price

Market Analysis: HPI

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: HPI

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: HPI
65 + Investors

Track Smart Money conviction in HPI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 65 65 -
13F Shares 4M 61M -93.23%
Total Value $63M $56M 13.14%
New Positions 7 10 -3
Increased Positions 23 24 -1
Closed Positions 7 10 -3
Reduced Positions 14 16 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HPI

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Institutional Holders (2026 Q2)

65 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HPI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 HPI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TSP Capital Management Group, LLC 0.79% 202,635 $3.3M
2 Advisory Resource Group 0.24% 100,187 $1.6M
3 Mallini Complete Financial Planning LLC 0.20% 17,540 $284K
4 Norris Financial Group, LLC 0.15% 22,600 $366K
5 SAM Advisors, LLC 0.13% 29,942 $485K
6 Everstar Asset Management, LLC 0.09% 11,620 $188K
7 Birchwood Financial Partners, Inc. 0.06% 4,704 $76K
8 KPP Advisory Services LLC 0.05% 23,460 $380K
9 J.W. Cole Advisors, INC. 0.04% 152,483 $2.5M
10 LaSalle St. Investment Advisors, LLC 0.03% 16,663 $270K
11 Quantum Portfolio Management LLC 0.03% 5,410 $88K
12 Guggenheim Capital LLC 0.03% 260,204 $4.2M
13 Smallwood Wealth Investment Management, LLC 0.01% 2,113 $34K
14 Main Street Financial Solutions, LLC 0.01% 11,322 $178K
15 Compass Financial Management LLC 0.01% 6,541 $106K
16 B. Riley Wealth Advisors, Inc. 0.01% 13,030 $211K
17 Halbert Hargrove Global Advisors, LLC 0.01% 13,068 $212K
18 Fiera Capital Corp 0.01% 102,001 $1.7M
19 Sowell Financial Services LLC 0.01% 10,900 $177K
20 Commonwealth Equity Services, LLC 0.01% 277,902 $4.5M
21 IHT Wealth Management, LLC 0.01% 14,755 $239K
22 Stratos Wealth Partners, LTD. 0.00% 27,265 $442K
23 Piscataqua Savings Bank 0.00% 400 $6K
24 Kestra Advisory Services, LLC 0.00% 80,970 $1.3M
25 Harbor Investment Advisory, LLC 0.00% 3,675 $60K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Hancock John Pfd Income Fd (HPI)

What does the Smart Money Trend signal show for HPI?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for HPI?

Slight buying edge — 59% buying: Last quarter: 30 funds bought or added vs 21 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HPI holders?

Elite ownership — 53% AUM from top-100 funds: 10 of 65 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in HPI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HPI?

60% of holders stayed for 2+ years: 39 out of 65 hedge funds have held HPI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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