John Hancock Hedged Equity & Income Fund
HEQ
27 hedge funds and large institutions have $27.3M invested in John Hancock Hedged Equity & Income Fund in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
23% more funds holding
Funds holding: 22 → 27 (+5)
1.9% less ownership
Funds ownership: 15.49% → 13.59% (-1.9%)
17% less capital invested
Capital invested by funds: $32.9M → $27.3M (-$5.6M)
40% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.81M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$449K |
| 3 |
NL
NWAM LLC
Mercer Island,
Washington
|
+$257K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
+$201K |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$168K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.62M |
| 2 |
Morgan Stanley
New York
|
-$2.55M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$986K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$713K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$146K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
26
Gradient Investments
Arden Hills,
Minnesota
| $6K | – | – | – |
|
27
JP Morgan Chase
New York
| $2K | +$1.85K | +110 | New |
|
|
TC
28
Telemus Capital
Southfield,
Michigan
| – | -$4K | -225 | Closed |
|
HEQ Hedge Fund Activity: Q1 2018 in Review
27 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q1 2018, worth a combined $27.3M — down 17% from $32.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HEQ positions and 1 closed out — a net gain of 5 holders — while 6 added to existing stakes and 10 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $1.81M. The largest seller was Wells Fargo, cutting an estimated $2.62M.
- 27 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q1 2018, up from 22 in Q4 2017.
- Funds reported $27.3M of John Hancock Hedged Equity & Income Fund stock for Q1 2018, down 17% quarter-over-quarter.
- 6 funds opened new John Hancock Hedged Equity & Income Fund positions in Q1 2018 and 1 closed out, a net change of +5 holders.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q1 2018 was Shaker Financial Services, an estimated $1.81M added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q1 2018 was Wells Fargo, an estimated $2.62M sold.
Based on aggregated 13F filings for Q1 2018.