John Hancock Hedged Equity & Income Fund
HEQ
26 hedge funds and large institutions have $21.8M invested in John Hancock Hedged Equity & Income Fund in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 5 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
4% more funds holding
Funds holding: 25 → 26 (+1)
0.24% more ownership
Funds ownership: 11.09% → 11.33% (+0.24%)
4% less capital invested
Capital invested by funds: $22.8M → $21.8M (-$962K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.35M |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
+$290K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$250K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$134K |
| 5 |
GP
Girard Partners
King Of Prussia,
Pennsylvania
|
+$63.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$879K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$368K |
| 3 |
Morgan Stanley
New York
|
-$183K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$160K |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$84K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
26
Gradient Investments
Arden Hills,
Minnesota
| $6K | – | – | – |
|
|
27
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$160K | -9,514 | Closed |
|
|
28
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$84K | -5,000 | Closed |
|
|
SMFS
29
Squar Milner Financial Services
Irvine,
California
| – | -$67K | -4,000 | Closed |
|
|
CF
30
Centaurus Financial
Anaheim,
California
| – | -$10K | -600 | Closed |
|
|
AIS
31
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| – | -$10K | -576 | Closed |
|
HEQ Hedge Fund Activity: Q3 2018 in Review
26 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q3 2018, worth a combined $21.8M — down 4.2% from $22.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HEQ positions and 5 closed out — a net gain of 1 holder — while 10 added to existing stakes and 5 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $1.35M. The largest seller was Wells Fargo, cutting an estimated $879K.
- 26 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q3 2018, up from 25 in Q2 2018.
- Funds reported $21.8M of John Hancock Hedged Equity & Income Fund stock for Q3 2018, down 4.2% quarter-over-quarter.
- 6 funds opened new John Hancock Hedged Equity & Income Fund positions in Q3 2018 and 5 closed out, a net change of +1 holder.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q3 2018 was Shaker Financial Services, an estimated $1.35M added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q3 2018 was Wells Fargo, an estimated $879K sold.
Based on aggregated 13F filings for Q3 2018.