Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

HANCOCK JOHN PREM DIVID FD (PDT)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
63%

Smart Money Signals — PDT

Based on 91 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PDT 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
91 hedge funds hold PDT 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 — +18% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 63% buying

48 buying28 selling
Last quarter: 48 funds were net buyers (18 opened a brand new position + 30 added to an existing one). Only 28 were sellers (18 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new PDT position: 9 → 12 → 11 → 18. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

64% conviction (2yr+) 19% medium 18% new
58 out of 91 hedge funds have held PDT 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.
💰

Value +188% but shares only +58% — price-driven

Value
+188%
Shares
+58%
Last quarter: the total dollar value of institutional holdings rose +188%, but actual share count only changed +58%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

14 → 9 → 12 → 11 → 18 new funds/Q
New funds entering each quarter: 9 → 12 → 11 → 18. A growing number of institutions are discovering PDT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 63% of holders stayed 2+ years

63% veterans 13% 1-2yr 24% new
Of 91 current holders: 57 (63%) 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.
🏆

Elite ownership — 73% AUM from top-100 funds

73% from top-100 AUM funds
10 of 91 holders are among the 100 largest funds by AUM, controlling 73% of total institutional value in PDT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Hedge Fund Ownership: PDT

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

Market Analysis: PDT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PDT

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 0 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: PDT
2026 Q1 Stats Unlock in 21 days 91 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 91 83 9.64%
13F Shares 9M 6M 58.19%
Total Value $218M $76M 188.47%
New Positions 18 11 +7
Increased Positions 30 29 +1
Closed Positions 10 12 -2
Reduced Positions 18 15 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PDT

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Institutional Holders (2026 Q1)

91 + investors

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

Top 23 institutional holders of PDT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pathway Financial Advisers, LLC 0.86% 231,745 $3.0M
2 Medallion Wealth Advisors, LLC 0.21% 35,206 $460K
3 WEBSTERROGERS FINANCIAL ADVISORS, LLC 0.19% 52,000 $681K
4 MELFA WEALTH MANAGEMENT, INC. 0.16% 20,687 $271K
5 ABSOLUTE INVESTMENT ADVISERS, LLC 0.13% 87,415 $1.1M
6 Mezzasalma Advisors, LLC 0.08% 24,346 $319K
7 Abel Hall, LLC 0.04% 15,000 $196K
8 SILVERLAKE WEALTH MANAGEMENT LLC 0.04% 13,265 $174K
9 Stratos Wealth Partners, LTD. 0.02% 165,348 $2.2M
10 HOEY INVESTMENTS, INC 0.00% 2,079 $27K
11 Pinnacle Bancorp, Inc. 0.00% 788 $10K
12 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 121,326 $1.6M
13 Merit Financial Group, LLC 0.00% 18,202 $238K
14 Holos Integrated Wealth LLC 0.00% 216 $3K
15 NBC SECURITIES, INC. 0.00% 785 $10K
16 Sound Income Strategies, LLC 0.00% 1,015 $13K
17 Janney Montgomery Scott LLC 0.00% 17,916
18 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 11,354 $150K
19 Spire Wealth Management 0.00% 617 $8K
20 Key FInancial Inc 0.00% 108 $1K
21 Farther Finance Advisors, LLC 0.00% 1,303 $17K
22 TSFG, LLC 0.00% 108
23 SJS Investment Consulting Inc. 0.00% 77 $1K
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 PREM DIVID FD (PDT)

What does the Smart Money Trend signal show for PDT?

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

More buyers than sellers — 63% buying: Last quarter: 48 funds were net buyers (18 opened a brand new position + 30 added to an existing one). Only 28 were sellers (18 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PDT holders?

Elite ownership — 73% AUM from top-100 funds: 10 of 91 holders are among the 100 largest funds by AUM, controlling 73% of total institutional value in PDT. 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 PDT?

64% of holders stayed for 2+ years: 58 out of 91 hedge funds have held PDT 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.