John Hancock Hedged Equity & Income Fund
HEQ
33 hedge funds and large institutions have $22.1M invested in John Hancock Hedged Equity & Income Fund in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 1 closing their positions.
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
27% more funds holding
Funds holding: 26 → 33 (+7)
3.03% more ownership
Funds ownership: 14.77% → 17.8% (+3%)
18% less capital invested
Capital invested by funds: $26.9M → $22.1M (-$4.82M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$2.48M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.51M |
| 3 |
Morgan Stanley
New York
|
+$195K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$186K |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$172K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$127K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$92.8K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$63.4K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$24K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$18.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
26
Advisory Services Network
Atlanta,
Georgia
| $19K | +$25.6K | +1,892 | New |
|
|
PFGIA
27
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $15K | – | – | – |
|
|
GWS
28
Glassman Wealth Services
Vienna,
Virginia
| $12K | – | – | – |
|
29
Citigroup
New York
| $12K | +$1.29K | +95 | +9% |
|
|
AIC
30
Ameritas Investment Company
Lincoln,
Nebraska
| $10K | +$13.3K | +983 | New |
|
|
SPIA
31
Steward Partners Investment Advisory
New York
| $6K | – | – | – |
|
|
FHA
32
Flagship Harbor Advisors
Boston,
Massachusetts
| $3K | -$4.88K | -360 | -55% |
|
|
AF
33
Arrow Financial
Glens Falls,
New York
| $1K | +$1.36K | +100 | New |
|
|
34
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$24K | -1,641 | Closed |
|
HEQ Hedge Fund Activity: Q1 2020 in Review
33 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q1 2020, worth a combined $22.1M — down 18% from $26.9M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new HEQ positions and 1 closed out — a net gain of 9 holders — while 11 added to existing stakes and 7 trimmed.
The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $2.48M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $127K.
- 33 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q1 2020, up from 26 in Q4 2019.
- Funds reported $22.1M of John Hancock Hedged Equity & Income Fund stock for Q1 2020, down 18% quarter-over-quarter.
- 10 funds opened new John Hancock Hedged Equity & Income Fund positions in Q1 2020 and 1 closed out, a net change of +9 holders.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q1 2020 was Wolverine Asset Management, an estimated $2.48M added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q1 2020 was Raymond James Financial Services Advisors, an estimated $127K sold.
Based on aggregated 13F filings for Q1 2020.