John Hancock Hedged Equity & Income Fund
HEQ
21 hedge funds and large institutions have $55.6M invested in John Hancock Hedged Equity & Income Fund in 2014 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 1 closing their positions.
129% more capital inflows, than outflows
Capital inflows: $3.06M | Capital outflows: $1.33M
0.7% more ownership
Funds ownership: 22.47% → 23.17% (+0.7%)
0% more funds holding
Funds holding: 21 → 21 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Advisors Asset Management
Monument,
Colorado
|
+$1.43M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.28M |
| 3 |
UBS
Zurich,
Switzerland
|
+$229K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$81.1K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$18.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$684K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$232K |
| 3 |
Shaker Financial Services
Arlington,
Virginia
|
-$139K |
| 4 |
LPL Financial
San Diego,
California
|
-$132K |
| 5 |
Morgan Stanley
New York
|
-$109K |
HEQ Hedge Fund Activity: Q3 2014 in Review
21 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q3 2014, worth a combined $55.6M — down 2.9% from $57.2M a quarter earlier.
Fund positioning in HEQ was balanced in Q3 2014: 1 fund opened new positions, 1 closed out, 6 added to existing stakes and 8 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $1.43M. The largest seller was AQR Capital Management, exiting entirely with an estimated $684K sold.
- 21 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $55.6M of John Hancock Hedged Equity & Income Fund stock for Q3 2014, down 2.9% quarter-over-quarter.
- 1 fund opened new John Hancock Hedged Equity & Income Fund positions in Q3 2014 and 1 closed out, a net change of 0 holders.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q3 2014 was Advisors Asset Management, an estimated $1.43M added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q3 2014 was AQR Capital Management, an estimated $684K sold.
Based on aggregated 13F filings for Q3 2014.