Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Hancock John Prem Divid Fd (PDT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
3Q ▲
Buyers last Q
67%

Smart Money Signals — PDT

Based on 109 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added PDT 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
109 hedge funds hold PDT 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.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 67% buying

56 buying28 selling
Last quarter: 56 funds were net buyers (20 opened a brand new position + 36 added to an existing one). Only 28 were sellers (19 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~20 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 19 → 15 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 21% medium ■ 25% new
59 out of 109 hedge funds have held PDT 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.
📈

Growing discovery — still being found

13 → 11 → 19 → 15 → 20 new funds/Q
New funds entering each quarter: 11 → 19 → 15 → 20. A growing number of institutions are discovering PDT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 63% veterans vs 26% newcomers

■ 63% veterans ■ 11% 1-2yr ■ 26% new
Entry-cohort mix of 109 holders: 69 (63%) are 2+ year veterans, 12 entered 1–2 years ago, and 28 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
16 of 109 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — PDT

In 2026 Q2, 56 hedge funds were net buyers of PDT (20 opened a new position, 36 added to an existing one), while 28 reduced or exited (19 trimmed, 9 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 30% of total institutional value in PDT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 109.

Hedge Fund Ownership: PDT

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

Market Analysis: PDT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PDT

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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
0.3
/ 10
conviction
Hedge Fund Positioning: PDT
109 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 109 98 11.22%
13F Shares 8M 6M 19.54%
Total Value $85M $70M 21.13%
New Positions 20 15 +5
Increased Positions 36 35 +1
Closed Positions 9 14 -5
Reduced Positions 19 23 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PDT

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Institutional Holders (2026 Q2)

109 + investors

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

QUARTER:
Top 25 PDT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pathway Financial Advisers, LLC 0.75% 229,452 $3.0M
2 Coquina Private Wealth LLC 0.33% 37,875 $490K
3 Quantedge Capital Pte Ltd 0.26% 26,400 $342K
4 Logan Stone Capital, LLC 0.23% 83,884 $1.1M
5 1607 Capital Partners, LLC 0.21% 186,275 $2.4M
6 Arlington Capital Management, Inc. 0.17% 21,440 $278K
7 Websterrogers Financial Advisors, LLC 0.17% 52,000 $673K
8 Shaker Financial Services, LLC 0.16% 39,317 $509K
9 Melfa Wealth Management, INC. 0.14% 20,687 $268K
10 Carl P. Sherr & Co., LLC 0.14% 25,695 $333K
11 Axxcess Wealth Management, LLC 0.12% 602,122 $7.8M
12 Absolute Investment Advisers, LLC 0.11% 87,415 $1.1M
13 Second Line Capital, LLC 0.09% 37,173 $481K
14 Medallion Wealth Advisors, LLC 0.09% 21,319 $276K
15 Mezzasalma Advisors, LLC 0.06% 24,812 $321K
16 Sovran Advisors, LLC 0.06% 59,638 $772K
17 Guggenheim Capital LLC 0.05% 619,335 $8.0M
18 Almitas Capital LLC 0.05% 16,037 $208K
19 Walled Lake Planning & Wealth Management, LLC 0.04% 13,261 $172K
20 Brookwood Investment Group LLC 0.04% 26,562 $344K
21 Quarry LP 0.04% 34,316 $444K
22 Wolverine Asset Management LLC 0.04% 320,211 $4.1M
23 Abel Hall, LLC 0.03% 15,000 $194K
24 Silverlake Wealth Management LLC 0.03% 13,265 $172K
25 Ausdal Financial Partners, Inc. 0.03% 59,245 $767K
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 Prem Divid Fd (PDT)

What does the Smart Money Trend signal show for PDT?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added PDT 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 PDT?

More buyers than sellers — 67% buying: Last quarter: 56 funds were net buyers (20 opened a brand new position + 36 added to an existing one). Only 28 were sellers (19 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PDT holders?

Strong quality — 30% AUM from major funds: 16 of 109 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PDT?

54% of holders stayed for 2+ years: 59 out of 109 hedge funds have held PDT 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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