Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Hancock John Pfd Income Fd I (HPS)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
1Q ▲
Buyers last Q
67%

Smart Money Signals — HPS

Based on 70 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 HPS 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
70 hedge funds hold HPS 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 — +8% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 3 quarters from the low — a sharp move.
🟢

More buyers than sellers — 67% buying

37 buying18 selling
Last quarter: 37 funds were net buyers (14 opened a brand new position + 23 added to an existing one). Only 18 were sellers (14 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new HPS position: 5 → 11 → 8 → 14. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

61% conviction (2yr+) 16% medium 23% new
43 out of 70 hedge funds have held HPS 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

11 → 5 → 11 → 8 → 14 new funds/Q
New funds entering each quarter: 5 → 11 → 8 → 14. A growing number of institutions are discovering HPS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 60% veterans vs 26% newcomers

60% veterans 14% 1-2yr 26% new
Entry-cohort mix of 70 holders: 42 (60%) are 2+ year veterans, 10 entered 1–2 years ago, and 18 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 75% AUM from top-100 funds

75% from top-100 AUM funds
11 of 70 holders are among the 100 largest funds by AUM, controlling 75% of total institutional value in HPS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — HPS

In 2026 Q2, 37 hedge funds were net buyers of HPS (14 opened a new position, 23 added to an existing one), while 18 reduced or exited (14 trimmed, 4 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. 75% of total institutional value in HPS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 70.

Hedge Fund Ownership: HPS

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

Market Analysis: HPS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HPS

-- --

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
0.1
/ 10
conviction
Hedge Fund Positioning: HPS
70 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 70 60 16.67%
13F Shares 4M 4M 2.98%
Total Value $61M $58M 5.79%
New Positions 14 8 +6
Increased Positions 23 18 +5
Closed Positions 4 10 -6
Reduced Positions 14 15 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HPS

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

70 + investors

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

QUARTER:
Top 25 HPS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Post Resch Tallon Group Inc. 0.26% 25,836 $376K
2 Arkfeld Wealth Strategies, L.L.C. 0.11% 25,815 $377K
3 Activest Wealth Management 0.08% 27,057 $393K
4 Live Oak Private Wealth LLC 0.07% 38,630 $562K
5 Cherry Creek Investment Advisors, Inc. 0.06% 10,000 $145K
6 PW Nova Financial Services LLC 0.03% 10,854 $158K
7 Pine Valley Investments Ltd Liability Co 0.03% 44,953 $654K
8 Sowell Financial Services LLC 0.02% 46,397 $675K
9 Western Wealth Management, LLC 0.02% 32,232 $469K
10 J.W. Cole Advisors, INC. 0.01% 58,240 $847K
11 Compass Financial Management LLC 0.01% 5,685 $81K
12 Gladstone Institutional Advisory LLC 0.01% 20,731 $301K
13 OneAscent Financial Services LLC 0.01% 12,750 $185K
14 B. Riley Wealth Advisors, Inc. 0.01% 11,295 $163K
15 Readystate Asset Management LP 0.01% 17,374 $253K
16 BankPlus Trust Department 0.01% 2,505 $36K
17 Focus Financial Network, Inc. 0.01% 14,776 $215K
18 Entrust Financial LLC 0.01% 700 $10K
19 Olistico Wealth, LLC 0.01% 1,019 $15K
20 Fiera Capital Corp 0.01% 114,018 $1.7M
21 LifeSteps Financial, Inc. 0.01% 750 $11K
22 Barrett & Company, INC. 0.01% 1,245 $18K
23 Guggenheim Capital LLC 0.00% 48,366 $703K
24 Harbour Investments, INC. 0.00% 19,652 $286K
25 CoreFirst Bank & Trust 0.00% 500 $7K
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 (HPS)

What does the Smart Money Trend signal show for HPS?

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

More buyers than sellers — 67% buying: Last quarter: 37 funds were net buyers (14 opened a brand new position + 23 added to an existing one). Only 18 were sellers (14 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HPS holders?

Elite ownership — 75% AUM from top-100 funds: 11 of 70 holders are among the 100 largest funds by AUM, controlling 75% of total institutional value in HPS. 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 HPS?

61% of holders stayed for 2+ years: 43 out of 70 hedge funds have held HPS 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.

Full history →