John Hancock Hedged Equity & Income Fund
HEQ
22 hedge funds and large institutions have $49.8M invested in John Hancock Hedged Equity & Income Fund in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 4 closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
8% more capital invested
Capital invested by funds: $46M → $49.8M (+$3.8M)
1.12% more ownership
Funds ownership: 19.66% → 20.79% (+1.1%)
12% less funds holding
Funds holding: 25 → 22 (-3)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$2.15M |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
+$434K |
| 3 |
Morgan Stanley
New York
|
+$371K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$102K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$98.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$415K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$121K |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$111K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$68K |
| 5 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
-$58.7K |
HEQ Hedge Fund Activity: Q1 2014 in Review
22 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q1 2014, worth a combined $49.8M — up 8.3% from $46M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of HEQ and 2 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 11 added.
The largest buyer was Advisors Asset Management, adding an estimated $2.15M. The largest seller was TFS Capital, exiting entirely with an estimated $415K sold.
- 22 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q1 2014, down from 25 in Q4 2013.
- Funds reported $49.8M of John Hancock Hedged Equity & Income Fund stock for Q1 2014, up 8.3% quarter-over-quarter.
- 2 funds opened new John Hancock Hedged Equity & Income Fund positions in Q1 2014 and 4 closed out, a net change of -2 holders.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q1 2014 was Advisors Asset Management, an estimated $2.15M added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q1 2014 was TFS Capital, an estimated $415K sold.
Based on aggregated 13F filings for Q1 2014.