John Hancock Hedged Equity & Income Fund
HEQ
30 hedge funds and large institutions have $23.3M invested in John Hancock Hedged Equity & Income Fund in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
15% more funds holding
Funds holding: 26 → 30 (+4)
7% more capital invested
Capital invested by funds: $21.8M → $23.3M (+$1.5M)
3.27% more ownership
Funds ownership: 11.33% → 14.59% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.88M |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$649K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$637K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$600K |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$498K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.26M |
| 2 |
LPL Financial
San Diego,
California
|
-$178K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$117K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$66.9K |
| 5 |
RFC
Regions Financial Corp
Birmingham,
Alabama
|
-$64K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BBPWM
26
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $22K | +$24.2K | +1,700 | New |
|
|
RFM
27
Royal Fund Management
Lady Lake,
Florida
| $15K | +$16.4K | +1,150 | New |
|
28
Citigroup
New York
| $14K | -$9.26K | -650 | -38% |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| $12K | -$32.1K | -2,253 | -71% |
|
|
30
LPL Financial
San Diego,
California
| – | -$178K | -11,295 | Closed |
|
|
RFC
31
Regions Financial Corp
Birmingham,
Alabama
| – | -$64K | -4,080 | Closed |
|
|
GP
32
Girard Partners
King Of Prussia,
Pennsylvania
| – | -$61K | -3,920 | Closed |
|
|
SPIA
33
Steward Partners Investment Advisory
New York
| – | -$9K | -600 | Closed |
|
34
JP Morgan Chase
New York
| – | -$8K | -500 | Closed |
|
|
CFA
35
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$6K | -442 | Closed |
|
|
GI
36
Gradient Investments
Arden Hills,
Minnesota
| – | -$6K | -375 | Closed |
|
|
FIA
37
FNY Investment Advisers
New York
| – | +$171 | +12 | New |
|
HEQ Hedge Fund Activity: Q4 2018 in Review
30 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q4 2018, worth a combined $23.3M — up 6.9% from $21.8M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new HEQ positions and 7 closed out — a net gain of 4 holders — while 11 added to existing stakes and 7 trimmed.
The largest buyer was Wolverine Asset Management, adding an estimated $1.88M. The largest seller was Morgan Stanley, cutting an estimated $1.26M.
- 30 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q4 2018, up from 26 in Q3 2018.
- Funds reported $23.3M of John Hancock Hedged Equity & Income Fund stock for Q4 2018, up 6.9% quarter-over-quarter.
- 11 funds opened new John Hancock Hedged Equity & Income Fund positions in Q4 2018 and 7 closed out, a net change of +4 holders.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q4 2018 was Wolverine Asset Management, an estimated $1.88M added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q4 2018 was Morgan Stanley, an estimated $1.26M sold.
Based on aggregated 13F filings for Q4 2018.