John Hancock Hedged Equity & Income Fund
HEQ
34 hedge funds and large institutions have $29.7M invested in John Hancock Hedged Equity & Income Fund in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 3 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 13
7% more capital invested
Capital invested by funds: $27.7M → $29.7M (+$2.01M)
0.35% more ownership
Funds ownership: 21.92% → 22.27% (+0.35%)
3% less funds holding
Funds holding: 35 → 34 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$783K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$294K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$206K |
| 4 |
PS
Principal Securities
Des Moines,
Iowa
|
+$178K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$163K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$508K |
| 2 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$275K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$269K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$261K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$131K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RJA
26
Raymond James & Associates
St Petersburg,
Florida
| $205K | – | – | – |
|
|
QC
27
Quantedge Capital
Singapore
| $196K | +$4.78K | +450 | +3% |
|
|
AAS
28
Avantax Advisory Services
Dallas,
Texas
| $169K | +$163K | +15,375 | New |
|
|
KA
29
Kovack Advisors
Ft. Lauderdale,
Florida
| $145K | +$26.2K | +2,471 | +23% |
|
30
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $133K | -$56.1K | -5,290 | -30% |
|
|
SWM
31
Silverlake Wealth Management
Williston,
Vermont
| $123K | -$11.3K | -1,065 | -9% |
|
32
Comerica Bank
Dallas,
Texas
| $41.8K | +$902 | +85 | +2% |
|
33
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $7.83K | -$1.67K | -157 | -18% |
|
|
TPW
34
Talon Private Wealth
The Villages,
Florida
| $2.77K | +$2.68K | +253 | New |
|
|
BRWA
35
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$508K | -48,914 | Closed |
|
36
Nomura Holdings
Tokyo,
Japan
| – | -$128K | -12,300 | Closed |
|
|
NA
37
NewEdge Advisors
New Orleans,
Louisiana
| – | -$4.13K | -398 | Closed |
|
HEQ Hedge Fund Activity: Q3 2024 in Review
34 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q3 2024, worth a combined $29.7M — up 7.3% from $27.7M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of HEQ and 2 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 17 added.
The largest buyer was Saba Capital Management, adding an estimated $783K. The largest seller was B. Riley Wealth Advisors, exiting entirely with an estimated $508K sold.
- 34 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q3 2024, down from 35 in Q2 2024.
- Funds reported $29.7M of John Hancock Hedged Equity & Income Fund stock for Q3 2024, up 7.3% quarter-over-quarter.
- 2 funds opened new John Hancock Hedged Equity & Income Fund positions in Q3 2024 and 3 closed out, a net change of -1 holder.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q3 2024 was Saba Capital Management, an estimated $783K added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q3 2024 was B. Riley Wealth Advisors, an estimated $508K sold.
Based on aggregated 13F filings for Q3 2024.