John Hancock Hedged Equity & Income Fund
HEQ
21 hedge funds and large institutions have $57.2M invested in John Hancock Hedged Equity & Income Fund in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
14% more capital invested
Capital invested by funds: $50M → $57.2M (+$7.25M)
1.69% more ownership
Funds ownership: 20.79% → 22.47% (+1.7%)
5% less funds holding
Funds holding: 22 → 21 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$6.15M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$670K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$325K |
| 4 |
Morgan Stanley
New York
|
+$115K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$106K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$879K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$830K |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
-$627K |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$235K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$216K |
HEQ Hedge Fund Activity: Q2 2014 in Review
21 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q2 2014, worth a combined $57.2M — up 14% from $50M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of HEQ and 2 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 9 added.
The largest buyer was Advisors Asset Management, adding an estimated $6.15M. The largest seller was AQR Capital Management, cutting an estimated $879K.
- 21 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q2 2014, down from 22 in Q1 2014.
- Funds reported $57.2M of John Hancock Hedged Equity & Income Fund stock for Q2 2014, up 14% quarter-over-quarter.
- 2 funds opened new John Hancock Hedged Equity & Income Fund positions in Q2 2014 and 3 closed out, a net change of -1 holder.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q2 2014 was Advisors Asset Management, an estimated $6.15M added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q2 2014 was AQR Capital Management, an estimated $879K sold.
Based on aggregated 13F filings for Q2 2014.