John Hancock Hedged Equity & Income Fund
HEQ
23 hedge funds and large institutions have $29.4M invested in John Hancock Hedged Equity & Income Fund in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 4 closing their positions.
8% more capital invested
Capital invested by funds: $27.4M → $29.4M (+$2.09M)
2.9% more ownership
Funds ownership: 19.93% → 22.83% (+2.9%)
0% more funds holding
Funds holding: 23 → 23 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.34M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.11M |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$1.01M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$809K |
| 5 |
Morgan Stanley
New York
|
+$295K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$737K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$277K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$242K |
| 4 |
MC
Moors & Cabot
Boston,
Massachusetts
|
-$161K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$115K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EP
26
Eudaimonia Partners
Winchester,
Tennessee
| – | -$25K | -2,252 | Closed |
|
27
Barclays
London,
United Kingdom
| – | +$335 | +30 | New |
|
HEQ Hedge Fund Activity: Q3 2020 in Review
23 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q3 2020, worth a combined $29.4M — up 7.6% from $27.4M a quarter earlier.
Fund positioning in HEQ was balanced in Q3 2020: 4 funds opened new positions, 4 closed out, 7 added to existing stakes and 9 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $2.34M. The largest seller was Advisors Asset Management, cutting an estimated $737K.
- 23 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q3 2020, unchanged from Q2 2020.
- Funds reported $29.4M of John Hancock Hedged Equity & Income Fund stock for Q3 2020, up 7.6% quarter-over-quarter.
- 4 funds opened new John Hancock Hedged Equity & Income Fund positions in Q3 2020 and 4 closed out, a net change of 0 holders.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q3 2020 was Shaker Financial Services, an estimated $2.34M added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q3 2020 was Advisors Asset Management, an estimated $737K sold.
Based on aggregated 13F filings for Q3 2020.