John Hancock Hedged Equity & Income Fund
HEQ
19 hedge funds and large institutions have $30.6M invested in John Hancock Hedged Equity & Income Fund in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 10 closing their positions.
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
7% more capital invested
Capital invested by funds: $28.7M → $30.6M (+$1.94M)
0.56% more ownership
Funds ownership: 18.72% → 19.27% (+0.56%)
27% less funds holding
Funds holding: 26 → 19 (-7)
60% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.33M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$622K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$244K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$154K |
| 5 |
LPL Financial
San Diego,
California
|
+$133K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.63M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$462K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$188K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$150K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$144K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| – | -$12K | -924 | Closed |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| – | -$11K | -858 | Closed |
|
|
AWA
28
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$2K | -238 | Closed |
|
HEQ Hedge Fund Activity: Q4 2021 in Review
19 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q4 2021, worth a combined $30.6M — up 6.8% from $28.7M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of HEQ and 4 opened new positions — a net loss of 6 holders — while 4 trimmed existing stakes and 9 added.
The largest buyer was Shaker Financial Services, adding an estimated $2.33M. The largest seller was Morgan Stanley, cutting an estimated $1.63M.
- 19 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q4 2021, down from 26 in Q3 2021.
- Funds reported $30.6M of John Hancock Hedged Equity & Income Fund stock for Q4 2021, up 6.8% quarter-over-quarter.
- 4 funds opened new John Hancock Hedged Equity & Income Fund positions in Q4 2021 and 10 closed out, a net change of -6 holders.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q4 2021 was Shaker Financial Services, an estimated $2.33M added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q4 2021 was Morgan Stanley, an estimated $1.63M sold.
Based on aggregated 13F filings for Q4 2021.