John Hancock Hedged Equity & Income Fund
HEQ
35 hedge funds and large institutions have $27.7M invested in John Hancock Hedged Equity & Income Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
9% more funds holding
Funds holding: 32 → 35 (+3)
0.31% less ownership
Funds ownership: 22.23% → 21.92% (-0.31%)
2% less capital invested
Capital invested by funds: $28.3M → $27.7M (-$674K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$1.41M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$233K |
| 3 |
Pathstone Holdings
Englewood,
New Jersey
|
+$216K |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$209K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$178K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$1.05M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$497K |
| 3 |
VL
Vima LLC
Troy,
Michigan
|
-$449K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$430K |
| 5 |
Morgan Stanley
New York
|
-$372K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RJA
26
Raymond James & Associates
St Petersburg,
Florida
| $194K | +$16K | +1,559 | +9% |
|
|
QC
27
Quantedge Capital
Singapore
| $181K | +$60.8K | +5,946 | +52% |
|
|
28
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $181K | +$178K | +17,392 | New |
|
29
Nomura Holdings
Tokyo,
Japan
| $128K | +$126K | +12,300 | New |
|
|
SWM
30
Silverlake Wealth Management
Williston,
Vermont
| $128K | – | – | – |
|
|
KA
31
Kovack Advisors
Ft. Lauderdale,
Florida
| $112K | +$110K | +10,756 | New |
|
|
BBPWM
32
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $51K | +$9.1K | +889 | +22% |
|
33
Comerica Bank
Dallas,
Texas
| $38.7K | +$900 | +88 | +2% |
|
34
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $9.05K | +$8.91K | +871 | New |
|
|
NA
35
NewEdge Advisors
New Orleans,
Louisiana
| $4.13K | – | – | – |
|
|
RWA
36
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| – | -$1.05M | -100,110 | Closed |
|
|
VL
37
Vima LLC
Troy,
Michigan
| – | -$449K | -38,620 | Closed |
|
38
Fisher Asset Management
Camas,
Washington
| – | -$128K | -12,215 | Closed |
|
HEQ Hedge Fund Activity: Q2 2024 in Review
35 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q2 2024, worth a combined $27.7M — down 2.4% from $28.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HEQ positions and 3 closed out — a net gain of 3 holders — while 15 added to existing stakes and 11 trimmed.
The largest buyer was Saba Capital Management, opening a new position worth an estimated $1.41M. The largest seller was Redhawk Wealth Advisors, exiting entirely with an estimated $1.05M sold.
- 35 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q2 2024, up from 32 in Q1 2024.
- Funds reported $27.7M of John Hancock Hedged Equity & Income Fund stock for Q2 2024, down 2.4% quarter-over-quarter.
- 6 funds opened new John Hancock Hedged Equity & Income Fund positions in Q2 2024 and 3 closed out, a net change of +3 holders.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q2 2024 was Saba Capital Management, an estimated $1.41M added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q2 2024 was Redhawk Wealth Advisors, an estimated $1.05M sold.
Based on aggregated 13F filings for Q2 2024.