Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Hancock John Income Secs Tr (JHS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — JHS

Based on 31 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added JHS 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.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
31 funds currently hold this stock — 91% of the 3.0-year high of 34 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 6% fewer funds vs a year ago

fund count last 6Q
2 fewer hedge funds hold JHS compared to a year ago (-6% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 55% buying

16 buying13 selling
Last quarter: 16 funds bought or added vs 13 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 — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 2 → 4 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 19% medium ■ 13% new
21 out of 31 hedge funds have held JHS 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 +9%, value -42%

Value
-41%
Shares
+8%
Last quarter: funds added +9% more shares while total portfolio value only changed -42%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~6 new funds/quarter

4 → 4 → 2 → 4 → 6 new funds/Q
New funds entering each quarter: 4 → 2 → 4 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 71% veterans vs 13% newcomers

■ 71% veterans ■ 16% 1-2yr ■ 13% new
Entry-cohort mix of 31 holders: 22 (71%) are 2+ year veterans, 5 entered 1–2 years ago, and 4 (13%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
6 of 31 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — 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 — JHS

In 2026 Q1, 16 hedge funds were net buyers of JHS (6 opened a new position, 10 added to an existing one), while 13 reduced or exited (9 trimmed, 4 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 31.

Hedge Fund Ownership: JHS

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

Market Analysis: JHS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JHS

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

Loading signal freshness…
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: JHS
34 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 34 31 9.68%
13F Shares 8M 7M 2.05%
Total Value $47M $47M 0.56%
New Positions 4 6 -2
Increased Positions 12 10 +2
Closed Positions 1 4 -3
Reduced Positions 11 9 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JHS

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Financial Highlights

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Institutional Holders (2026 Q2)

34 + investors

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

QUARTER:
Top 25 JHS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 1607 Capital Partners, LLC 0.76% 791,168 $8.7M
2 Karpus Management, Inc. 0.27% 846,161 $9.3M
3 Petra Financial Advisors Inc 0.14% 26,842 $296K
4 Melfa Wealth Management, INC. 0.09% 15,755 $174K
5 Brick & Kyle, Associates 0.07% 20,335 $222K
6 Hennion & Walsh Asset Management, Inc. 0.07% 211,766 $2.3M
7 Riverbridge Partners LLC 0.06% 206,659 $2.3M
8 Allspring Global Investments Holdings, LLC 0.03% 1,490,233 $16.4M
9 Rothschild Investment LLC 0.02% 51,165 $564K
10 Guggenheim Capital LLC 0.01% 181,362 $2.0M
11 Cary Street Partners Financial LLC 0.01% 44,065 $486K
12 Noble Wealth Management PBC 0.01% 2,100 $23K
13 Fiera Capital Corp 0.00% 104,982 $1.2M
14 Baird Financial Group, Inc. 0.00% 62,824 $693K
15 Wolverine Asset Management LLC 0.00% 7,835 $86K
16 Harbour Investments, INC. 0.00% 1,700 $19K
17 Osaic Holdings, INC. 0.00% 15,461 $171K
18 MidFirst Bank 0.00% 250 $3K
19 Stifel Financial Corp 0.00% 19,568 $216K
20 Focus Partners Wealth 0.00% 14,555 $160K
21 LPL Financial LLC 0.00% 54,880 $605K
22 Eastern Bank 0.00% 700 $8K
23 Raymond James Financial Inc 0.00% 20,139 $222K
24 Fifth Third Bancorp 0.00% 2,500 $28K
25 Ameriprise Financial Inc 0.00% 14,585 $161K
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 Income Secs Tr (JHS)

What does the Smart Money Trend signal show for JHS?

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

Slight buying edge — 55% buying: Last quarter: 16 funds bought or added vs 13 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 JHS holders?

Smaller funds dominant — 3% AUM from top-100: 6 of 31 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held JHS?

68% of holders stayed for 2+ years: 21 out of 31 hedge funds have held JHS 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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