John Hancock Hedged Equity & Income Fund
HEQ
34 hedge funds and large institutions have $27.8M invested in John Hancock Hedged Equity & Income Fund in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
0.25% more ownership
Funds ownership: 22.27% → 22.53% (+0.25%)
0% more funds holding
Funds holding: 34 → 34 (0)
6% less capital invested
Capital invested by funds: $29.7M → $27.8M (-$1.87M)
13% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$766K |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$510K |
| 3 |
Jane Street
New York
|
+$336K |
| 4 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$327K |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$299K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$1.89M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$337K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$332K |
| 4 |
NAS
NWF Advisory Services
Los Angeles,
California
|
-$211K |
| 5 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$183K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Raymond James Financial
St Petersburg,
Florida
| $224K | +$237K | +21,976 | New |
|
|
27
Osaic Holdings
Scottsdale,
Arizona
| $215K | -$332K | -30,785 | -59% |
|
|
LCM
28
Landscape Capital Management
Englewood,
New Jersey
| $190K | -$131K | -12,101 | -39% |
|
|
AAS
29
Avantax Advisory Services
Dallas,
Texas
| $177K | +$21.4K | +1,982 | +13% |
|
|
KA
30
Kovack Advisors
Ft. Lauderdale,
Florida
| $152K | +$17.6K | +1,632 | +12% |
|
|
QC
31
Quantedge Capital
Singapore
| $130K | -$55K | -5,100 | -29% |
|
|
SWM
32
Silverlake Wealth Management
Williston,
Vermont
| $104K | -$10.8K | -1,000 | -9% |
|
33
Comerica Bank
Dallas,
Texas
| $39.9K | +$1K | +93 | +2% |
|
|
TRCT
34
Tower Research Capital (TRC)
New York
| $745 | +$788 | +73 | New |
|
|
NAS
35
NWF Advisory Services
Los Angeles,
California
| – | -$211K | -19,200 | Closed |
|
36
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$133K | -12,102 | Closed |
|
37
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$7.83K | -714 | Closed |
|
|
TPW
38
Talon Private Wealth
The Villages,
Florida
| – | -$2.77K | -253 | Closed |
|
HEQ Hedge Fund Activity: Q4 2024 in Review
34 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q4 2024, worth a combined $27.8M — down 6.3% from $29.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new HEQ positions and 4 closed out — a net gain of 1 holder — while 13 added to existing stakes and 15 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $766K. The largest seller was Invesco, cutting an estimated $1.89M.
- 34 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $27.8M of John Hancock Hedged Equity & Income Fund stock for Q4 2024, down 6.3% quarter-over-quarter.
- 5 funds opened new John Hancock Hedged Equity & Income Fund positions in Q4 2024 and 4 closed out, a net change of +1 holder.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q4 2024 was Shaker Financial Services, an estimated $766K added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q4 2024 was Invesco, an estimated $1.89M sold.
Based on aggregated 13F filings for Q4 2024.