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HEQ

John Hancock Hedged Equity & Income Fund
HEQ

22 hedge funds and large institutions have $35.4M invested in John Hancock Hedged Equity & Income Fund in 2013 Q2 according to their latest regulatory filings, with 22 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

14.91% more ownership

Funds ownership: 0% → 14.91% (+15%)

Holders
22
Holders Change
+22
Holders Change %
–
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$11.6M +$11.6M +689,461 New
AAM
2
Advisors Asset Management
Colorado
$7.72M +$7.66M +456,872 New
Invesco
3
Invesco
Georgia
$5.23M +$5.19M +309,711 New
Morgan Stanley
4
Morgan Stanley
New York
$4.67M +$4.63M +276,243 New
RCM
5
Rivernorth Capital Management
Florida
$1.53M +$1.52M +90,669 New
AQR Capital Management
6
AQR Capital Management
Connecticut
$1.47M +$1.46M +87,023 New
U
7
UBS
Switzerland
$875K +$869K +51,807 New
Bank of America
8
Bank of America
North Carolina
$518K +$514K +30,649 New
DA
9
Doliver Advisors
Texas
$436K +$433K +25,839 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$333K +$331K +19,746 New
GC
11
Guggenheim Capital
Illinois
$327K +$325K +19,370 New
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$220K +$218K +13,001 New
Deutsche Bank
13
Deutsche Bank
Germany
$97K +$96.3K +5,745 New
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$93K +$83.8K +5,000 New
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$68K +$67.1K +4,000 New
CEMP
16
Compass Efficient Model Portfolios
Tennessee
$42K +$41.9K +2,500 New
Citigroup
17
Citigroup
New York
$31K +$31K +1,847 New
NES
18
New England Securities
New York
$31K +$31K +1,850 New
TRCT
19
Tower Research Capital (TRC)
New York
$14K +$13.4K +800 New
FNBT
20
FineMark National Bank & Trust
Florida
$9K +$8.57K +511 New
AIA
21
Alerus Investment Advisors
Minnesota
$5K +$5.45K +325 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
– +$486 +29 New

HEQ Hedge Fund Activity: Q2 2013 in Review

22 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q2 2013, worth a combined $35.4M.

Buyers outnumbered sellers: 22 funds opened new HEQ positions and 0 closed out — a net gain of 22 holders — while 0 added to existing stakes and 0 trimmed.

  • 22 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $35.4M of John Hancock Hedged Equity & Income Fund stock for Q2 2013.
  • 22 funds opened new John Hancock Hedged Equity & Income Fund positions in Q2 2013 and 0 closed out, a net change of +22 holders.

Based on aggregated 13F filings for Q2 2013.