Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Hancock John Prem Divid Fd (PDT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
2Q ▲
Buyers last Q
58%

Smart Money Signals — PDT

Based on 98 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
98 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 — +15% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

50 buying36 selling
Last quarter: 50 funds bought or added vs 36 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 11 → 19 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 23% medium ■ 18% new
57 out of 98 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.
💎

Buying through price weakness — shares -31%, value -68%

Value
-68%
Shares
-30%
Last quarter: funds added -31% more shares while total portfolio value only changed -68%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

10 → 12 → 11 → 19 → 15 new funds/Q
New funds entering each quarter: 12 → 11 → 19 → 15. A growing number of institutions are discovering PDT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 62% veterans vs 23% newcomers

■ 62% veterans ■ 14% 1-2yr ■ 23% new
Entry-cohort mix of 98 holders: 61 (62%) are 2+ year veterans, 14 entered 1–2 years ago, and 23 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
13 of 98 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 — PDT

In 2026 Q1, 50 hedge funds were net buyers of PDT (15 opened a new position, 35 added to an existing one), while 36 reduced or exited (23 trimmed, 13 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 31% of total institutional value in PDT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 98.

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

-- --

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

Is It Too Late to Buy Hancock John Prem Divid Fd (PDT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PDT 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 · 79d ago
PDT
-2.9%
XLF
+9.5%

PDT outperformed XLF by -12.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
PDT
+0.0%
XLF
+5.8%

Since the filing became public, PDT outperformed XLF by -5.8% .

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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: PDT
98 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 98 96 2.08%
13F Shares 6M 9M -30.73%
Total Value $70M $220M -68.12%
New Positions 15 19 -4
Increased Positions 35 30 +5
Closed Positions 13 10 +3
Reduced Positions 23 20 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PDT

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

98 + investors

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

QUARTER:
Top 25 PDT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pathway Financial Advisers, LLC 0.86% 231,745 $3.0M
2 Shaker Financial Services, LLC 0.56% 123,351 $1.6M
3 Coquina Private Wealth LLC 0.39% 37,265 $488K
4 Logan Stone Capital, LLC 0.27% 72,864 $955K
5 1607 Capital Partners, LLC 0.26% 277,498 $3.6M
6 Medallion Wealth Advisors, LLC 0.21% 35,206 $460K
7 Websterrogers Financial Advisors, LLC 0.19% 52,000 $681K
8 Carl P. Sherr & Co., LLC 0.16% 25,695 $337K
9 Melfa Wealth Management, INC. 0.16% 20,687 $271K
10 Arlington Capital Management, Inc. 0.15% 19,999 $262K
11 Absolute Investment Advisers, LLC 0.13% 87,415 $1.1M
12 Second Line Capital, LLC 0.09% 37,165 $492K
13 Mezzasalma Advisors, LLC 0.08% 24,346 $319K
14 Quarry LP 0.08% 34,316 $450K
15 Guggenheim Capital LLC 0.07% 662,082 $8.7M
16 Sovran Advisors, LLC 0.06% 59,177 $783K
17 Walled Lake Planning & Wealth Management, LLC 0.05% 13,261 $174K
18 Brookwood Investment Group LLC 0.04% 26,683 $350K
19 Abel Hall, LLC 0.04% 15,000 $196K
20 Wolverine Asset Management LLC 0.04% 317,585 $4.2M
21 Silverlake Wealth Management LLC 0.04% 13,265 $174K
22 Ausdal Financial Partners, Inc. 0.03% 59,101 $774K
23 BankPlus Trust Department 0.03% 8,900 $117K
24 International Assets Investment Management, LLC 0.03% 32,969 $436K
25 Ameriflex Group, INC. 0.03% 4,246 $56K
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

Slight buying edge — 58% buying: Last quarter: 50 funds bought or added vs 36 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PDT holders?

Strong quality — 31% AUM from major funds: 13 of 98 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PDT?

58% of holders stayed for 2+ years: 57 out of 98 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.

Is it too late to buy Hancock John Prem Divid Fd (PDT) following the 2026 Q1 hedge fund 13F filings?

As of today, PDT has moved +0.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -5.8%. Since the quarter end (March 31, 2026), PDT has gained -2.9% vs +9.5% 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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