John Hancock Hedged Equity & Income Fund
HEQ
24 hedge funds and large institutions have $51.7M invested in John Hancock Hedged Equity & Income Fund in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
14% more funds holding
Funds holding: 21 → 24 (+3)
0.12% less ownership
Funds ownership: 23.17% → 23.05% (-0.12%)
7% less capital invested
Capital invested by funds: $55.6M → $51.7M (-$3.93M)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.14M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$928K |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
+$420K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$417K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$115K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.24M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.01M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$294K |
| 4 |
Morgan Stanley
New York
|
-$32.3K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$30.7K |
HEQ Hedge Fund Activity: Q4 2014 in Review
24 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q4 2014, worth a combined $51.7M — down 7.1% from $55.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HEQ positions and 1 closed out — a net gain of 5 holders — while 6 added to existing stakes and 7 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $1.14M. The largest seller was Advisors Asset Management, cutting an estimated $2.24M.
- 24 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q4 2014, up from 21 in Q3 2014.
- Funds reported $51.7M of John Hancock Hedged Equity & Income Fund stock for Q4 2014, down 7.1% quarter-over-quarter.
- 6 funds opened new John Hancock Hedged Equity & Income Fund positions in Q4 2014 and 1 closed out, a net change of +5 holders.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q4 2014 was Shaker Financial Services, an estimated $1.14M added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q4 2014 was Advisors Asset Management, an estimated $2.24M sold.
Based on aggregated 13F filings for Q4 2014.