John Hancock Hedged Equity & Income Fund
HEQ
28 hedge funds and large institutions have $40.2M invested in John Hancock Hedged Equity & Income Fund in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
12% more funds holding
Funds holding: 25 → 28 (+3)
5% more capital invested
Capital invested by funds: $38.4M → $40.2M (+$1.74M)
0.79% more ownership
Funds ownership: 19.48% → 20.27% (+0.79%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$908K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$889K |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$648K |
| 4 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$550K |
| 5 |
SG Americas Securities
New York
|
+$534K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.66M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$587K |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$283K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$87.3K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$26K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIA
26
Alerus Investment Advisors
Wayzata,
Minnesota
| $5K | – | – | – |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $1K | +$1.2K | +81 | +426% |
|
28
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $72 | – | – | – |
|
29
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$25K | -1,750 | Closed |
|
|
WCM
30
Windsor Capital Management
Phoenix,
Arizona
| – | -$4K | -300 | Closed |
|
HEQ Hedge Fund Activity: Q4 2015 in Review
28 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q4 2015, worth a combined $40.2M — up 4.5% from $38.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new HEQ positions and 2 closed out — a net gain of 3 holders — while 11 added to existing stakes and 6 trimmed.
The largest buyer was LPL Financial, adding an estimated $908K. The largest seller was Wells Fargo, cutting an estimated $2.66M.
- 28 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q4 2015, up from 25 in Q3 2015.
- Funds reported $40.2M of John Hancock Hedged Equity & Income Fund stock for Q4 2015, up 4.5% quarter-over-quarter.
- 5 funds opened new John Hancock Hedged Equity & Income Fund positions in Q4 2015 and 2 closed out, a net change of +3 holders.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q4 2015 was LPL Financial, an estimated $908K added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q4 2015 was Wells Fargo, an estimated $2.66M sold.
Based on aggregated 13F filings for Q4 2015.