John Hancock Hedged Equity & Income Fund
HEQ
31 hedge funds and large institutions have $32.4M invested in John Hancock Hedged Equity & Income Fund in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 0 closing their positions.
43% more capital invested
Capital invested by funds: $22.7M → $32.4M (+$9.76M)
24% more funds holding
Funds holding: 25 → 31 (+6)
7.17% more ownership
Funds ownership: 19.38% → 26.55% (+7.2%)
9% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.07M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$833K |
| 3 |
SCM
Saba Capital Management
New York
|
+$711K |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$675K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$409K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$427K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$306K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$214K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$167K |
| 5 |
Comerica Bank
Dallas,
Texas
|
-$106K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QC
26
Quantedge Capital
Singapore
| $133K | +$128K | +13,274 | New |
|
|
SWM
27
Silverlake Wealth Management
Williston,
Vermont
| $123K | – | – | – |
|
|
BBPWM
28
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $41.2K | +$39.7K | +4,100 | New |
|
|
29
Comerica Bank
Dallas,
Texas
| $35.7K | -$106K | -10,977 | -76% |
|
|
ASN
30
Advisory Services Network
Atlanta,
Georgia
| $17.9K | +$17.2K | +1,780 | New |
|
|
NA
31
NewEdge Advisors
New Orleans,
Louisiana
| $4K | – | – | – |
|
HEQ Hedge Fund Activity: Q4 2023 in Review
31 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q4 2023, worth a combined $32.4M — up 43% from $22.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new HEQ positions and 0 closed out — a net gain of 7 holders — while 10 added to existing stakes and 11 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.07M. The largest seller was Wells Fargo, cutting an estimated $427K.
- 31 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q4 2023, up from 25 in Q3 2023.
- Funds reported $32.4M of John Hancock Hedged Equity & Income Fund stock for Q4 2023, up 43% quarter-over-quarter.
- 7 funds opened new John Hancock Hedged Equity & Income Fund positions in Q4 2023 and 0 closed out, a net change of +7 holders.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $4.07M added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q4 2023 was Wells Fargo, an estimated $427K sold.
Based on aggregated 13F filings for Q4 2023.