John Hancock Hedged Equity & Income Fund
HEQ
32 hedge funds and large institutions have $28.3M invested in John Hancock Hedged Equity & Income Fund in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
3% more funds holding
Funds holding: 31 → 32 (+1)
4.32% less ownership
Funds ownership: 26.55% → 22.23% (-4.3%)
13% less capital invested
Capital invested by funds: $32.4M → $28.3M (-$4.08M)
44% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$1.02M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$634K |
| 3 |
VL
Vima LLC
Troy,
Michigan
|
+$393K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$364K |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$299K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.7M |
| 2 |
SCM
Saba Capital Management
New York
|
-$738K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$569K |
| 4 |
MG
Marex Group
London,
|
-$411K |
| 5 |
LPL Financial
San Diego,
California
|
-$284K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RJA
26
Raymond James & Associates
St Petersburg,
Florida
| $180K | +$1.43K | +140 | +0.8% |
|
|
SWM
27
Silverlake Wealth Management
Williston,
Vermont
| $129K | – | – | – |
|
28
Fisher Asset Management
Camas,
Washington
| $128K | +$124K | +12,215 | New |
|
|
QC
29
Quantedge Capital
Singapore
| $120K | -$18.3K | -1,800 | -14% |
|
|
BBPWM
30
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $42.1K | -$835 | -82 | -2% |
|
31
Comerica Bank
Dallas,
Texas
| $38.2K | +$866 | +85 | +2% |
|
|
NA
32
NewEdge Advisors
New Orleans,
Louisiana
| $4.17K | – | – | – |
|
|
SCM
33
Saba Capital Management
New York
| – | -$738K | -73,430 | Closed |
|
|
MG
34
Marex Group
London,
| – | -$411K | -40,900 | Closed |
|
|
ASN
35
Advisory Services Network
Atlanta,
Georgia
| – | -$17.9K | -1,780 | Closed |
|
HEQ Hedge Fund Activity: Q1 2024 in Review
32 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q1 2024, worth a combined $28.3M — down 13% from $32.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new HEQ positions and 3 closed out — a net gain of 1 holder — while 9 added to existing stakes and 16 trimmed.
The largest buyer was Redhawk Wealth Advisors, opening a new position worth an estimated $1.02M. The largest seller was Morgan Stanley, cutting an estimated $5.7M.
- 32 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q1 2024, up from 31 in Q4 2023.
- Funds reported $28.3M of John Hancock Hedged Equity & Income Fund stock for Q1 2024, down 13% quarter-over-quarter.
- 4 funds opened new John Hancock Hedged Equity & Income Fund positions in Q1 2024 and 3 closed out, a net change of +1 holder.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q1 2024 was Redhawk Wealth Advisors, an estimated $1.02M added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $5.7M sold.
Based on aggregated 13F filings for Q1 2024.