Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Hancock John Tax-Advantaged (HTD)

95 + Investors. Track Smart Money conviction in HTD. 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
↑ +5
Streak
1Q ▲
Buyers last Q
67%

Smart Money Signals — HTD

Based on 95 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added HTD 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
95 hedge funds hold HTD 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 HTD is almost the same as a year ago (+2 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 67% buying

50 buying25 selling
Last quarter: 50 funds were net buyers (14 opened a brand new position + 36 added to an existing one). Only 25 were sellers (16 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 16 → 11 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

62% conviction (2yr+) 19% medium 19% new
59 out of 95 hedge funds have held HTD 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.
➡️

Steady discovery — ~14 new funds/quarter

14 → 13 → 16 → 11 → 14 new funds/Q
New funds entering each quarter: 13 → 16 → 11 → 14. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 25% newcomers

68% veterans 6% 1-2yr 25% new
Entry-cohort mix of 95 holders: 65 (68%) are 2+ year veterans, 6 entered 1–2 years ago, and 24 (25%) 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
15 of 95 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in HTD. 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 — HTD

In 2026 Q2, 50 hedge funds were net buyers of HTD (14 opened a new position, 36 added to an existing one), while 25 reduced or exited (16 trimmed, 9 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. 53% of total institutional value in HTD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 95.

Hedge Fund Ownership: HTD

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

Market Analysis: HTD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HTD

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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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: HTD
95 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 95 90 5.56%
13F Shares 6M 6M 2.79%
Total Value $153M $144M 5.71%
New Positions 14 11 +3
Increased Positions 36 29 +7
Closed Positions 9 15 -6
Reduced Positions 16 31 -15
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HTD

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Institutional Holders (2026 Q2)

95 + investors

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

QUARTER:
Top 25 HTD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Smh Capital Advisors Inc 0.91% 9,128 $233K
2 PMG Family Office LLC 0.69% 29,205 $744K
3 Investment Management Trust, LLC 0.50% 21,911 $559K
4 Samalin Investment Counsel, LLC 0.37% 46,519 $1.2M
5 Live Oak Private Wealth LLC 0.33% 102,602 $2.6M
6 Diesslin Group, Inc. 0.30% 30,554 $779K
7 MRA Advisory Group 0.25% 27,579 $703K
8 First National Bank of Mount Dora, Trust Investment Services 0.14% 27,800 $709K
9 Abbot Financial Management, Inc. 0.13% 15,470 $394K
10 WealthTrust Asset Management, LLC 0.12% 8,588 $219K
11 Indivisible Partners 0.09% 59,377 $1.5M
12 Powell Investment Advisors, LLC 0.08% 10,100 $257K
13 Mezzasalma Advisors, LLC 0.07% 12,987 $331K
14 Guggenheim Capital LLC 0.05% 322,627 $8.2M
15 CENTRAL TRUST Co 0.04% 82,510 $2.1M
16 Hennion & Walsh Asset Management, Inc. 0.03% 43,996 $1.1M
17 Spire Wealth Management 0.03% 35,686 $910K
18 Founders Financial Securities LLC 0.02% 18,665 $476K
19 Nations Financial Group Inc, /Ia/ /Adv 0.02% 19,565 $499K
20 Captrust Financial Advisors 0.02% 545,914 $13.9M
21 Institute for Wealth Management, LLC. 0.02% 8,954 $228K
22 Bayban 0.02% 948 $24K
23 Axiom Investment Management LLC 0.02% 919 $23K
24 Welch & Forbes LLC 0.02% 50,000 $1.3M
25 Advisors Asset Management, Inc. 0.01% 36,536 $931K
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 Tax-Advantaged (HTD)

What does the Smart Money Trend signal show for HTD?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added HTD 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 HTD?

More buyers than sellers — 67% buying: Last quarter: 50 funds were net buyers (14 opened a brand new position + 36 added to an existing one). Only 25 were sellers (16 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HTD holders?

Elite ownership — 53% AUM from top-100 funds: 15 of 95 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in HTD. 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 HTD?

62% of holders stayed for 2+ years: 59 out of 95 hedge funds have held HTD 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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