John Hancock Hedged Equity & Income Fund
HEQ
26 hedge funds and large institutions have $39.5M invested in John Hancock Hedged Equity & Income Fund in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 4
18% more funds holding
Funds holding: 22 → 26 (+4)
12% more capital invested
Capital invested by funds: $35.4M → $39.5M (+$4.17M)
2.02% more ownership
Funds ownership: 14.91% → 16.92% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.31M |
| 2 |
Morgan Stanley
New York
|
+$1.05M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$866K |
| 4 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$359K |
| 5 |
LPL Financial
San Diego,
California
|
+$289K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$716K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$283K |
| 3 |
NES
New England Securities
New York
|
-$5.07K |
| 4 |
Citigroup
New York
|
-$862 |
HEQ Hedge Fund Activity: Q3 2013 in Review
26 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q3 2013, worth a combined $39.5M — up 12% from $35.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new HEQ positions and 0 closed out — a net gain of 4 holders — while 10 added to existing stakes and 4 trimmed.
The largest buyer was Wells Fargo, adding an estimated $2.31M. The largest seller was Rivernorth Capital Management, cutting an estimated $716K.
- 26 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q3 2013, up from 22 in Q2 2013.
- Funds reported $39.5M of John Hancock Hedged Equity & Income Fund stock for Q3 2013, up 12% quarter-over-quarter.
- 4 funds opened new John Hancock Hedged Equity & Income Fund positions in Q3 2013 and 0 closed out, a net change of +4 holders.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q3 2013 was Wells Fargo, an estimated $2.31M added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q3 2013 was Rivernorth Capital Management, an estimated $716K sold.
Based on aggregated 13F filings for Q3 2013.