John Hancock Hedged Equity & Income Fund
HEQ
19 hedge funds and large institutions have $21.9M invested in John Hancock Hedged Equity & Income Fund in 2019 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 12 closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
2.39% less ownership
Funds ownership: 14.59% → 12.21% (-2.4%)
6% less capital invested
Capital invested by funds: $23.3M → $21.9M (-$1.38M)
37% less funds holding
Funds holding: 30 → 19 (-11)
92% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.16M |
| 2 |
Morgan Stanley
New York
|
+$615K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$453K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$314K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$107K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.78M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.47M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
-$595K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$585K |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$457K |
HEQ Hedge Fund Activity: Q1 2019 in Review
19 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q1 2019, worth a combined $21.9M — down 5.9% from $23.3M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of HEQ and 1 opened new positions — a net loss of 11 holders — while 5 trimmed existing stakes and 11 added.
The largest buyer was Advisors Asset Management, adding an estimated $1.16M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $1.78M sold.
- 19 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q1 2019, down from 30 in Q4 2018.
- Funds reported $21.9M of John Hancock Hedged Equity & Income Fund stock for Q1 2019, down 5.9% quarter-over-quarter.
- 1 fund opened new John Hancock Hedged Equity & Income Fund positions in Q1 2019 and 12 closed out, a net change of -11 holders.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q1 2019 was Advisors Asset Management, an estimated $1.16M added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q1 2019 was Wolverine Asset Management, an estimated $1.78M sold.
Based on aggregated 13F filings for Q1 2019.