HTD Hedge Fund Ownership (Q2 2026)

Hancock John Tax-Advantaged (HTD)

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

Smart Money Signals — HTD

Based on 96 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

96 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 (+3 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.

🟢

More buyers than sellers — 67% buying

51 buying25 selling

Last quarter: 51 funds were net buyers (15 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 — ~15 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 13 → 16 → 11 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 19% medium ■ 20% new

59 out of 96 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 — ~15 new funds/quarter

14 → 13 → 16 → 11 → 15 new funds/Q

New funds entering each quarter: 13 → 16 → 11 → 15. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 68% veterans vs 26% newcomers

■ 68% veterans ■ 6% 1-2yr ■ 26% new

Entry-cohort mix of 96 holders: 65 (68%) are 2+ year veterans, 6 entered 1–2 years ago, and 25 (26%) 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 96 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.

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

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

5.56%

13F Shares

2.79%

Total Value

$153M

$144M

5.71%

New Positions

Increased Positions

Closed Positions

-6

Reduced Positions

-15

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

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:

FILTER:All New Added To Reduced No Change | Overweight >5%

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	Wellington-Altus USA INC.	0.14%	7,810	$185K
10	Abbot Financial Management, Inc.	0.13%	15,470	$394K
11	WealthTrust Asset Management, LLC	0.12%	8,588	$219K
12	Indivisible Partners	0.09%	59,377	$1.5M
13	Powell Investment Advisors, LLC	0.08%	10,100	$257K
14	Mezzasalma Advisors, LLC	0.07%	12,987	$331K
15	Guggenheim Capital LLC	0.05%	322,627	$8.2M
16	CENTRAL TRUST Co	0.04%	82,510	$2.1M
17	Hennion & Walsh Asset Management, Inc.	0.03%	43,996	$1.1M
18	Spire Wealth Management	0.03%	35,686	$910K
19	Founders Financial Securities LLC	0.02%	18,665	$476K
20	Nations Financial Group Inc, /Ia/ /Adv	0.02%	19,565	$499K
21	Captrust Financial Advisors	0.02%	545,914	$13.9M
22	Institute for Wealth Management, LLC.	0.02%	8,954	$228K
23	Bayban	0.02%	948	$24K
24	Axiom Investment Management LLC	0.02%	919	$23K
25	Welch & Forbes LLC	0.02%	50,000	$1.3M

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: 51 funds were net buyers (15 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 96 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?

61% of holders stayed for 2+ years: 59 out of 96 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.

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Hancock John Tax-Advantaged (HTD)

Smart Money Signals — HTD

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Stable — ownership unchanged year-over-year

More buyers than sellers — 67% buying

Steady new buyers — ~15 new funds per quarter

61% of holders stayed for 2+ years

Steady discovery — ~15 new funds/quarter

Veteran-anchored — 68% veterans vs 26% newcomers

Elite ownership — 53% AUM from top-100 funds

Institutional Sentiment Summary — HTD

Hedge Fund Ownership: HTD

Market Analysis: HTD

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: HTD

Hedge Fund Positioning: HTD

Statistics: HTD

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Hancock John Tax-Advantaged (HTD)

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