Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Hancock John Pfd Income Fd I (HPF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
37%

Smart Money Signals — HPF

Based on 44 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their HPF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 86% of 3.0Y peak

86% of all-time peak
44 funds currently hold this stock — 86% of the 3.0-year high of 51 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

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

fund count last 6Q
+2 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.
🔴

Heavy selling pressure — only 37% buying

16 buying27 selling
Last quarter: 27 funds sold vs only 16 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 5 → 6 → 5. 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+) ■ 14% medium ■ 18% new
30 out of 44 hedge funds have held HPF 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 -3%, value -24%

Value
-24%
Shares
-3%
Last quarter: funds added -3% more shares while total portfolio value only changed -24%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
⚠️

Saturation — most institutions already know this story

6 → 14 → 5 → 6 → 5 new funds/Q
New funds entering each quarter: 14 → 5 → 6 → 5. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Veteran-anchored — 70% veterans vs 23% newcomers

■ 70% veterans ■ 7% 1-2yr ■ 23% new
Entry-cohort mix of 44 holders: 31 (70%) are 2+ year veterans, 3 entered 1–2 years ago, and 10 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
7 of 44 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in HPF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — HPF

In 2026 Q1, 16 hedge funds were net buyers of HPF (5 opened a new position, 11 added to an existing one), while 27 reduced or exited (19 trimmed, 8 sold completely) — a 37% buyer ratio, indicating net institutional distribution. 46% of total institutional value in HPF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 44.

Hedge Fund Ownership: HPF

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

Market Analysis: HPF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HPF

-- --

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

Is It Too Late to Buy Hancock John Pfd Income Fd I (HPF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HPF has moved relative to its sector benchmark (XLF) since the 2026 Q2 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 June 30, 2026 · 46d ago
HPF
+0.4%
XLF
+8.5%

HPF outperformed XLF by -8.1% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 1d ago
HPF
+0.0%
XLF
+0.0%

Since the filing became public, HPF outperformed XLF by +0.0% .

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
0.5
/ 10
conviction
Hedge Fund Positioning: HPF
2026 Q2 Stats Unlock in 4 days 44 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 44 46 -4.35%
13F Shares 3M 3M -3.39%
Total Value $32M $42M -24.31%
New Positions 5 6 -1
Increased Positions 11 11 -
Closed Positions 7 6 +1
Reduced Positions 19 15 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HPF

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q2)

44 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 HPF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Axim Planning & Wealth 5.44% 245,354 $3.9M
2 Everstar Asset Management, LLC 0.43% 55,760 $885K
3 Arlington Capital Management, Inc. 0.16% 16,045 $255K
4 Kapstone Financial Advisors LLC 0.14% 20,743 $329K
5 Guggenheim Capital LLC 0.04% 419,732 $6.7M
6 J.W. Cole Advisors, INC. 0.03% 124,316 $2.0M
7 MSH Capital Advisors LLC 0.03% 10,403 $165K
8 Live Oak Private Wealth LLC 0.02% 10,891 $173K
9 Koshinski Asset Management, Inc. 0.02% 20,218 $321K
10 Glass Jacobson Investment Advisors llc 0.01% 1,975 $31K
11 StoneX Group Inc. 0.01% 13,810 $219K
12 Ameritas Advisory Services, LLC 0.01% 24,203 $384K
13 Spire Wealth Management 0.01% 12,100 $192K
14 SOA Wealth Advisors, LLC. 0.00% 1,678 $27K
15 Webster Bank, N. A. 0.00% 2,879 $46K
16 Kestra Advisory Services, LLC 0.00% 67,469 $1.1M
17 Thurston, Springer, Miller, Herd & Titak, INC. 0.00% 500 $8K
18 Highline Wealth Partners LLC 0.00% 585 $9K
19 Armstrong Advisory Group, Inc 0.00% 1,905 $30K
20 Dunhill Financial, LLC 0.00% 455 $7K
21 Osaic Holdings, INC. 0.00% 54,223 $861K
22 Private Advisor Group, LLC 0.00% 12,181 $193K
23 NewEdge Advisors, LLC 0.00% 17,908 $284K
24 UBS Group AG 0.00% 378,633 $6.0M
25 Global Retirement Partners, LLC 0.00% 2,679 $43K
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 I (HPF)

What does the Smart Money Trend signal show for HPF?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their HPF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for HPF?

Heavy selling pressure — only 37% buying: Last quarter: 27 funds sold vs only 16 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for HPF holders?

Elite ownership — 46% AUM from top-100 funds: 7 of 44 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in HPF. 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 HPF?

68% of holders stayed for 2+ years: 30 out of 44 hedge funds have held HPF 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 I (HPF) following the 2026 Q2 hedge fund 13F filings?

As of today, HPF has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), HPF has gained +0.4% vs +8.5% 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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