John Hancock Hedged Equity & Income Fund
HEQ
23 hedge funds and large institutions have $27.4M invested in John Hancock Hedged Equity & Income Fund in 2020 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 11 closing their positions.
24% more capital invested
Capital invested by funds: $22.1M → $27.4M (+$5.27M)
2.13% more ownership
Funds ownership: 17.8% → 19.93% (+2.1%)
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
30% less funds holding
Funds holding: 33 → 23 (-10)
91% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.42M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$237K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$187K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$95.5K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$39.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.85M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.24M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$452K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$443K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$336K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LCM
26
Landscape Capital Management
Englewood,
New Jersey
| – | -$139K | -13,701 | Closed |
|
|
CRC
27
Curi RMB Capital
Chicago,
Illinois
| – | -$129K | -12,703 | Closed |
|
28
Goldman Sachs
New York
| – | -$119K | -11,689 | Closed |
|
|
ASN
29
Advisory Services Network
Atlanta,
Georgia
| – | -$19K | -1,892 | Closed |
|
|
GWS
30
Glassman Wealth Services
Vienna,
Virginia
| – | -$12K | -1,166 | Closed |
|
|
AIC
31
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$10K | -983 | Closed |
|
|
SPIA
32
Steward Partners Investment Advisory
New York
| – | -$6K | -600 | Closed |
|
|
FHA
33
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$3K | -300 | Closed |
|
|
AF
34
Arrow Financial
Glens Falls,
New York
| – | -$1K | -100 | Closed |
|
HEQ Hedge Fund Activity: Q2 2020 in Review
23 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q2 2020, worth a combined $27.4M — up 24% from $22.1M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of HEQ and 1 opened new positions — a net loss of 10 holders — while 9 trimmed existing stakes and 9 added.
The largest buyer was Morgan Stanley, adding an estimated $7.42M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $1.85M sold.
- 23 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q2 2020, down from 33 in Q1 2020.
- Funds reported $27.4M of John Hancock Hedged Equity & Income Fund stock for Q2 2020, up 24% quarter-over-quarter.
- 1 fund opened new John Hancock Hedged Equity & Income Fund positions in Q2 2020 and 11 closed out, a net change of -10 holders.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q2 2020 was Morgan Stanley, an estimated $7.42M added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q2 2020 was Wolverine Asset Management, an estimated $1.85M sold.
Based on aggregated 13F filings for Q2 2020.