John Hancock Hedged Equity & Income Fund
HEQ
30 hedge funds and large institutions have $37.7M invested in John Hancock Hedged Equity & Income Fund in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
30% more funds holding
Funds holding: 23 → 30 (+7)
28% more capital invested
Capital invested by funds: $29.4M → $37.7M (+$8.23M)
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
4.14% more ownership
Funds ownership: 22.83% → 26.97% (+4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.41M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$697K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$683K |
| 4 |
Millennium Management
New York
|
+$436K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$430K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$959K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$911K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$366K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$345K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$113K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PB
26
Pinnacle Bancorp
Beatrice,
Nebraska
| $28K | – | – | – |
|
|
PFGIA
27
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $10K | -$6.53K | -600 | -40% |
|
|
APA
28
American Portfolios Advisors
Holbrook,
New York
| $1.14K | +$1.09K | +100 | New |
|
|
AWA
29
Arkadios Wealth Advisors
Atlanta,
Georgia
| $1K | +$1.51K | +139 | New |
|
|
CA
30
Cornerstone Advisors
Asheville,
North Carolina
| – | -$959K | -90,854 | Closed |
|
|
EIP
31
Ellis Investment Partners
Berwyn,
Pennsylvania
| – | -$21K | -1,998 | Closed |
|
32
Fidelity Investments
Boston,
Massachusetts
| – | +$11 | +1 | New |
|
HEQ Hedge Fund Activity: Q4 2020 in Review
30 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q4 2020, worth a combined $37.7M — up 28% from $29.4M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new HEQ positions and 3 closed out — a net gain of 7 holders — while 10 added to existing stakes and 9 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.41M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $959K sold.
- 30 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q4 2020, up from 23 in Q3 2020.
- Funds reported $37.7M of John Hancock Hedged Equity & Income Fund stock for Q4 2020, up 28% quarter-over-quarter.
- 10 funds opened new John Hancock Hedged Equity & Income Fund positions in Q4 2020 and 3 closed out, a net change of +7 holders.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q4 2020 was Morgan Stanley, an estimated $4.41M added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q4 2020 was Cornerstone Advisors, an estimated $959K sold.
Based on aggregated 13F filings for Q4 2020.