John Hancock Hedged Equity & Income Fund
HEQ
24 hedge funds and large institutions have $48.9M invested in John Hancock Hedged Equity & Income Fund in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 3 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0.86% less ownership
Funds ownership: 23.21% → 22.35% (-0.86%)
4% less funds holding
Funds holding: 25 → 24 (-1)
6% less capital invested
Capital invested by funds: $52.2M → $48.9M (-$3.35M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$1.23M |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$354K |
| 3 |
LPL Financial
San Diego,
California
|
+$278K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$132K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$56.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.02M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$758K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$353K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$311K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$295K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DA
26
Doliver Advisors
Houston,
Texas
| – | -$217K | -13,213 | Closed |
|
27
Creative Planning
Overland Park,
Kansas
| – | -$28K | -1,725 | Closed |
|
HEQ Hedge Fund Activity: Q2 2015 in Review
24 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q2 2015, worth a combined $48.9M — down 6.4% from $52.2M a quarter earlier.
Fund positioning in HEQ was balanced in Q2 2015: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 7 trimmed.
The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $1.23M. The largest seller was Shaker Financial Services, cutting an estimated $2.02M.
- 24 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q2 2015, down from 25 in Q1 2015.
- Funds reported $48.9M of John Hancock Hedged Equity & Income Fund stock for Q2 2015, down 6.4% quarter-over-quarter.
- 3 funds opened new John Hancock Hedged Equity & Income Fund positions in Q2 2015 and 3 closed out, a net change of 0 holders.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q2 2015 was Cornerstone Advisors, an estimated $1.23M added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q2 2015 was Shaker Financial Services, an estimated $2.02M sold.
Based on aggregated 13F filings for Q2 2015.