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
↑ +1
Streak
2Q ▲
Buyers last Q
58%

Smart Money Signals — HPI

Based on 65 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added HPI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

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.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

34 buying25 selling
Last quarter: 34 funds bought or added vs 25 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 — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 8 → 11 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

63% conviction (2yr+) 22% medium 15% new
41 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.
💎

Buying through price weakness — shares +1513%, value -8%

Value
-8%
Shares
+1512%
Last quarter: funds added +1513% more shares while total portfolio value only changed -8%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~10 new funds/quarter

9 → 9 → 8 → 11 → 10 new funds/Q
New funds entering each quarter: 9 → 8 → 11 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 68% of holders stayed 2+ years

68% veterans 12% 1-2yr 20% new
Of 65 current holders: 44 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
8 of 65 holders are among the 100 largest funds by AUM, controlling 55% 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 Q1, 34 hedge funds were net buyers of HPI (10 opened a new position, 24 added to an existing one), while 25 reduced or exited (16 trimmed, 9 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 55% of total institutional value in HPI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). 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
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HPI

-- --

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

Is It Too Late to Buy HANCOCK JOHN PFD INCOME FD (HPI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HPI has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 71d ago
HPI
+1646.4%
XLF
+5.8%

HPI outperformed XLF by +1640.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 26d ago
HPI
+0.8%
XLF
+2.2%

Since the filing became public, HPI outperformed XLF by -1.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 65 64 1.56%
13F Shares 61M 4M 1512.54%
Total Value $56M $61M -8.35%
New Positions 10 11 -1
Increased Positions 24 16 +8
Closed Positions 9 8 +1
Reduced Positions 16 20 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HPI

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Financial Highlights

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Institutional Holders (2026 Q1)

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 institutional holders of HPI — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TSP Capital Management Group, LLC 0.77% 201,710 $3.2M
2 Advisory Resource Group 0.27% 100,111 $1.6M
3 Mallini Complete Financial Planning LLC 0.21% 17,273 $271K
4 IFG Advisory, LLC 0.18% 4,000 $63K
5 SAM Advisors, LLC 0.16% 32,089 $503K
6 Norris Financial Group, LLC 0.11% 20,600 $323K
7 Everstar Asset Management, LLC 0.10% 11,620 $182K
8 Birchwood Financial Partners, Inc. 0.07% 4,599 $72K
9 KPP Advisory Services LLC 0.05% 23,460 $368K
10 LaSalle St. Investment Advisors, LLC 0.04% 18,365 $288K
11 Quantum Portfolio Management LLC 0.04% 56,992,288 $89K
12 GUGGENHEIM CAPITAL LLC 0.03% 205,539 $3.2M
13 Smallwood Wealth Investment Management, LLC 0.02% 2,076 $33K
14 B. Riley Wealth Advisors, Inc. 0.01% 12,980 $199K
15 Avidian Wealth Enterprises, LLC 0.01% 21,999 $345K
16 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.01% 13,248 $208K
17 READYSTATE ASSET MANAGEMENT LP 0.01% 12,951 $203K
18 Sowell Financial Services LLC 0.01% 10,900 $171K
19 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 272,195 $4.3M
20 IHT Wealth Management, LLC 0.01% 15,860 $249K
21 Fiera Capital Corp 0.01% 98,964 $1.6M
22 Kestra Advisory Services, LLC 0.01% 87,939 $1.4M
23 Stratos Wealth Partners, LTD. 0.00% 27,265 $428K
24 COHEN & STEERS, INC. 0.00% 177,458 $3K
25 HARBOR INVESTMENT ADVISORY, LLC 0.00% 3,675 $58K
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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added HPI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HPI?

Slight buying edge — 58% buying: Last quarter: 34 funds bought or added vs 25 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 — 55% AUM from top-100 funds: 8 of 65 holders are among the 100 largest funds by AUM, controlling 55% 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?

63% of holders stayed for 2+ years: 41 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.

Is it too late to buy HANCOCK JOHN PFD INCOME FD (HPI) following the 2026 Q1 hedge fund 13F filings?

As of today, HPI has moved +0.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.2% for the XLF sector ETF — an outperformance of -1.4%. Since the quarter end (March 31, 2026), HPI has gained +1646.4% vs +5.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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