Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Hancock John Tax-Advantaged (HTD)

88 + Investors. Track Smart Money conviction in HTD. 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
47%

Smart Money Signals — HTD

Based on 90 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 HTD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
90 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.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 47% buying

40 buying45 selling
Last quarter: 45 funds reduced or exited vs 40 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~11 new funds per quarter

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

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 18% medium ■ 19% new
57 out of 90 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 — ~11 new funds/quarter

9 → 13 → 13 → 16 → 11 new funds/Q
New funds entering each quarter: 13 → 13 → 16 → 11. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 71% veterans vs 20% newcomers

■ 71% veterans ■ 9% 1-2yr ■ 20% new
Entry-cohort mix of 90 holders: 64 (71%) are 2+ year veterans, 8 entered 1–2 years ago, and 18 (20%) 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
13 of 90 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.

Institutional Sentiment Summary — HTD

In 2026 Q1, 40 hedge funds were net buyers of HTD (11 opened a new position, 29 added to an existing one), while 45 reduced or exited (31 trimmed, 14 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 53% of total institutional value in HTD 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: 90.

Hedge Fund Ownership: HTD

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

Market Analysis: HTD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HTD

-- --

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

Is It Too Late to Buy Hancock John Tax-Advantaged (HTD) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HTD has moved relative to its sector benchmark (XLF) since the 2026 Q1 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 March 31, 2026 · 87d ago
HTD
+3.4%
XLF
+9.2%

HTD outperformed XLF by -5.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 42d ago
HTD
+2.0%
XLF
+5.5%

Since the filing became public, HTD outperformed XLF by -3.5% .

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.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: HTD
88 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 88 93 -5.38%
13F Shares 6M 6M -8.75%
Total Value $144M $166M -13.44%
New Positions 9 16 -7
Increased Positions 29 28 +1
Closed Positions 14 16 -2
Reduced Positions 31 25 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HTD

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Institutional Holders (2026 Q1)

88 + 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:
Top 25 HTD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PMG Family Office LLC 0.80% 28,938 $717K
2 Investment Management Trust, LLC 0.52% 21,511 $533K
3 Samalin Investment Counsel, LLC 0.42% 48,030 $1.2M
4 Live Oak Private Wealth LLC 0.35% 102,602 $2.5M
5 Diesslin Group, Inc. 0.34% 30,487 $755K
6 MRA Advisory Group 0.28% 27,622 $684K
7 Abbot Financial Management, Inc. 0.16% 15,470 $383K
8 First National Bank of Mount Dora, Trust Investment Services 0.15% 27,800 $689K
9 Indivisible Partners 0.14% 62,402 $1.5M
10 WealthTrust Asset Management, LLC 0.13% 8,588 $213K
11 Argentarii, LLC 0.09% 10,823 $268K
12 Powell Investment Advisors, LLC 0.09% 10,100 $250K
13 Mezzasalma Advisors, LLC 0.08% 12,750 $316K
14 Guggenheim Capital LLC 0.06% 325,879 $8.1M
15 CENTRAL TRUST Co 0.04% 85,526 $2.1M
16 Spire Wealth Management 0.03% 35,765 $886K
17 Founders Financial Securities LLC 0.03% 18,665 $480K
18 Nations Financial Group Inc, /Ia/ /Adv 0.03% 21,365 $529K
19 Institute for Wealth Management, LLC. 0.02% 8,954 $222K
20 Captrust Financial Advisors 0.02% 493,002 $12.2M
21 Bayban 0.02% 948 $23K
22 Sunbelt Securities, Inc. 0.02% 11,606 $287K
23 Axiom Investment Management LLC 0.02% 919 $23K
24 Silver Oak Securities, Incorporated 0.02% 8,845 $219K
25 Welch & Forbes LLC 0.02% 50,000 $1.2M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their HTD 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 HTD?

More sellers than buyers — 47% buying: Last quarter: 45 funds reduced or exited vs 40 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for HTD holders?

Elite ownership — 53% AUM from top-100 funds: 13 of 90 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?

63% of holders stayed for 2+ years: 57 out of 90 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.

Is it too late to buy Hancock John Tax-Advantaged (HTD) following the 2026 Q1 hedge fund 13F filings?

As of today, HTD has moved +2.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.5% for the XLF sector ETF — an outperformance of -3.5%. Since the quarter end (March 31, 2026), HTD has gained +3.4% vs +9.2% 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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