John Hancock Hedged Equity & Income FundHEQ
Market Cap: 128M
About: John Hancock Hedged Equity & Income Fund is a closed-end management investment company. Its investment objective is to provide total return with a focus on current income and gains and also consisting of long-term capital appreciation. It invests in various sectors such as financials, consumer discretionary, information technology, energy, healthcare, materials, real estate, consumer staples, short-term investments, and others.
Fund manager confidence
Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
7% more funds holding
Funds holding: 29 [Q4 2023] → 31 (+2) [Q1 2024]
5% more capital invested
Capital invested by funds: $26.8M [Q4 2023] → $28.1M (+$1.3M) [Q1 2024]
0.1% more ownership
Funds ownership: 21.98% [Q4 2023] → 22.07% (+0.1%) [Q1 2024]
40% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 15
Research analyst outlook
We haven’t received any recent analyst ratings for HEQ.