John Hancock Hedged Equity & Income Fund
HEQ
25 hedge funds and large institutions have $22.7M invested in John Hancock Hedged Equity & Income Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
14% more funds holding
Funds holding: 22 → 25 (+3)
0.54% more ownership
Funds ownership: 18.83% → 19.38% (+0.54%)
9% less capital invested
Capital invested by funds: $24.8M → $22.7M (-$2.15M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.35M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.13M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$920K |
| 4 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$668K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$402K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.99M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$651K |
| 3 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$645K |
| 4 |
QL
Quarry LP
New York
|
-$103K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$20.1K |
HEQ Hedge Fund Activity: Q3 2023 in Review
25 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q3 2023, worth a combined $22.7M — down 8.7% from $24.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new HEQ positions and 2 closed out — a net gain of 3 holders — while 11 added to existing stakes and 6 trimmed.
The largest buyer was Bank of America, adding an estimated $1.35M. The largest seller was Morgan Stanley, cutting an estimated $3.99M.
- 25 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q3 2023, up from 22 in Q2 2023.
- Funds reported $22.7M of John Hancock Hedged Equity & Income Fund stock for Q3 2023, down 8.7% quarter-over-quarter.
- 5 funds opened new John Hancock Hedged Equity & Income Fund positions in Q3 2023 and 2 closed out, a net change of +3 holders.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q3 2023 was Bank of America, an estimated $1.35M added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q3 2023 was Morgan Stanley, an estimated $3.99M sold.
Based on aggregated 13F filings for Q3 2023.