John Hancock Hedged Equity & Income Fund
HEQ
32 hedge funds and large institutions have $29.1M invested in John Hancock Hedged Equity & Income Fund in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 4 closing their positions.
8% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 12
5% more capital invested
Capital invested by funds: $27.8M → $29.1M (+$1.3M)
0.64% more ownership
Funds ownership: 22.53% → 23.17% (+0.64%)
6% less funds holding
Funds holding: 34 → 32 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$645K |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$452K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$236K |
| 4 |
NAS
NWF Advisory Services
Los Angeles,
California
|
+$201K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$166K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$318K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$264K |
| 3 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$262K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$213K |
| 5 |
QC
Quantedge Capital
Singapore
|
-$130K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NAS
26
NWF Advisory Services
Los Angeles,
California
| $200K | +$201K | +19,200 | New |
|
|
AAS
27
Avantax Advisory Services
Dallas,
Texas
| $182K | +$1.6K | +153 | +0.9% |
|
|
KA
28
Kovack Advisors
Ft. Lauderdale,
Florida
| $177K | +$22.3K | +2,128 | +14% |
|
|
LCM
29
Landscape Capital Management
Englewood,
New Jersey
| $145K | -$48.4K | -4,628 | -25% |
|
|
AC
30
Almitas Capital
Santa Monica,
California
| $132K | +$132K | +12,667 | New |
|
|
SWM
31
Silverlake Wealth Management
Williston,
Vermont
| $106K | – | – | – |
|
32
Comerica Bank
Dallas,
Texas
| $41.6K | +$973 | +93 | +2% |
|
|
33
Jane Street
New York
| – | -$318K | -31,180 | Closed |
|
|
LSC
34
Logan Stone Capital
Chicago,
Illinois
| – | -$262K | -25,615 | Closed |
|
|
QC
35
Quantedge Capital
Singapore
| – | -$130K | -12,770 | Closed |
|
|
TRCT
36
Tower Research Capital (TRC)
New York
| – | -$745 | -73 | Closed |
|
HEQ Hedge Fund Activity: Q1 2025 in Review
32 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q1 2025, worth a combined $29.1M — up 4.7% from $27.8M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of HEQ and 2 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 13 added.
The largest buyer was Wolverine Asset Management, adding an estimated $645K. The largest seller was Jane Street, exiting entirely with an estimated $318K sold.
- 32 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q1 2025, down from 34 in Q4 2024.
- Funds reported $29.1M of John Hancock Hedged Equity & Income Fund stock for Q1 2025, up 4.7% quarter-over-quarter.
- 2 funds opened new John Hancock Hedged Equity & Income Fund positions in Q1 2025 and 4 closed out, a net change of -2 holders.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q1 2025 was Wolverine Asset Management, an estimated $645K added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q1 2025 was Jane Street, an estimated $318K sold.
Based on aggregated 13F filings for Q1 2025.