Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

HANCOCK JOHN INCOME SECS TR (JHS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
46%

Smart Money Signals — JHS

Based on 29 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 85% of 3.0Y peak

85% of all-time peak
29 funds currently hold this stock — 85% of the 3.0-year high of 34 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding JHS is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 46% buying

13 buying15 selling
Last quarter: 15 funds reduced or exited vs 13 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 — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 4 → 2 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 21% medium ■ 14% new
19 out of 29 hedge funds have held JHS 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.
📊

Peak discovery — momentum slowing

4 → 4 → 4 → 2 → 4 new funds/Q
New funds entering each quarter: 4 → 4 → 2 → 4. JHS is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 14% 1-2yr ■ 24% new
Of 29 current holders: 18 (62%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
7 of 29 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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 — JHS

In 2025 Q4, 13 hedge funds were net buyers of JHS (4 opened a new position, 9 added to an existing one), while 15 reduced or exited (11 trimmed, 4 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 29.

Hedge Fund Ownership: JHS

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

Market Analysis: JHS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JHS

-- --

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

Is It Too Late to Buy HANCOCK JOHN INCOME SECS TR (JHS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much JHS 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 · 51d ago
JHS
+74.5%
XLF
+4.6%

JHS outperformed XLF by +69.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 6d ago
JHS
-0.5%
XLF
+1.1%

Since the filing became public, JHS outperformed XLF by -1.6% .

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: JHS
31 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 31 29 6.9%
13F Shares 7M 7M 8.74%
Total Value $47M $81M -41.74%
New Positions 6 4 +2
Increased Positions 10 9 +1
Closed Positions 4 4 -
Reduced Positions 9 11 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JHS

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 Q1)

31 + investors

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

QUARTER:
Top 25 institutional holders of JHS — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 1607 Capital Partners, LLC 0.91% 1,160,052 $12.7M
2 SIT INVESTMENT ASSOCIATES INC 0.71% 3,193,796 $35K
3 Karpus Management, Inc. 0.18% 532,698 $5.8M
4 PETRA FINANCIAL ADVISORS INC 0.17% 25,657 $281K
5 MELFA WEALTH MANAGEMENT, INC. 0.10% 15,755 $172K
6 Hennion & Walsh Asset Management, Inc. 0.08% 204,051 $2.2M
7 RIVERBRIDGE PARTNERS LLC 0.05% 200,843 $2.2M
8 ROTHSCHILD INVESTMENT LLC 0.04% 70,176 $768K
9 Allspring Global Investments Holdings, LLC 0.03% 1,490,233 $16.3M
10 GUGGENHEIM CAPITAL LLC 0.01% 158,173 $1.7M
11 Noble Wealth Management PBC 0.01% 2,350 $26K
12 CARY STREET PARTNERS FINANCIAL LLC 0.01% 44,992 $492K
13 Fiera Capital Corp 0.00% 102,141 $1.1M
14 Millstone Evans Group, LLC 0.00% 175 $2K
15 WOLVERINE ASSET MANAGEMENT LLC 0.00% 10,403 $114K
16 Baird Financial Group, Inc. 0.00% 63,798 $698K
17 HARBOUR INVESTMENTS, INC. 0.00% 1,700 $19K
18 OSAIC HOLDINGS, INC. 0.00% 16,746 $183K
19 MidFirst Bank 0.00% 250 $3K
20 Focus Partners Wealth 0.00% 14,055 $154K
21 STIFEL FINANCIAL CORP 0.00% 16,652 $182K
22 LPL Financial LLC 0.00% 49,158 $538K
23 EASTERN BANK 0.00% 700 $8K
24 RAYMOND JAMES FINANCIAL INC 0.00% 19,939 $218K
25 FIFTH THIRD BANCORP 0.00% 2,500 $27K
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 INCOME SECS TR (JHS)

What does the Smart Money Trend signal show for JHS?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for JHS?

More sellers than buyers — 46% buying: Last quarter: 15 funds reduced or exited vs 13 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 JHS holders?

Smaller funds dominant — 2% AUM from top-100: 7 of 29 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held JHS?

66% of holders stayed for 2+ years: 19 out of 29 hedge funds have held JHS 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 INCOME SECS TR (JHS) following the 2026 Q1 hedge fund 13F filings?

As of today, JHS has moved -0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the XLF sector ETF — an outperformance of -1.6%. Since the quarter end (March 31, 2026), JHS has gained +74.5% vs +4.6% 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.

Full history →