John Hancock Hedged Equity & Income Fund
HEQ
26 hedge funds and large institutions have $28.7M invested in John Hancock Hedged Equity & Income Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
4% more funds holding
Funds holding: 25 → 26 (+1)
1.74% less ownership
Funds ownership: 20.46% → 18.72% (-1.7%)
13% less capital invested
Capital invested by funds: $33.1M → $28.7M (-$4.47M)
30% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.11M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$241K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$187K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$177K |
| 5 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
+$169K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.47M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$624K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$610K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$598K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$207K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VF
26
Virtu Financial
New York
| – | -$191K | -14,390 | Closed |
|
|
ASN
27
Advisory Services Network
Atlanta,
Georgia
| – | -$62K | -4,651 | Closed |
|
|
PB
28
Pinnacle Bancorp
Beatrice,
Nebraska
| – | -$33K | -2,450 | Closed |
|
29
Fidelity Investments
Boston,
Massachusetts
| – | +$13 | +1 | New |
|
HEQ Hedge Fund Activity: Q3 2021 in Review
26 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q3 2021, worth a combined $28.7M — down 13% from $33.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new HEQ positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 10 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $1.11M. The largest seller was Morgan Stanley, cutting an estimated $2.47M.
- 26 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q3 2021, up from 25 in Q2 2021.
- Funds reported $28.7M of John Hancock Hedged Equity & Income Fund stock for Q3 2021, down 13% quarter-over-quarter.
- 4 funds opened new John Hancock Hedged Equity & Income Fund positions in Q3 2021 and 3 closed out, a net change of +1 holder.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q3 2021 was Guggenheim Capital, an estimated $1.11M added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q3 2021 was Morgan Stanley, an estimated $2.47M sold.
Based on aggregated 13F filings for Q3 2021.