HEQ

John Hancock Hedged Equity & Income Fund
HEQ

Overview Fund Activity

24 hedge funds and large institutions have $51.6M 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.

Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
6
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.33M
2
SFS
2
Shaker Financial Services
Virginia
$1.57M
3
WAM
3
Wolverine Asset Management
Illinois
$891K
4
DA
4
Doliver Advisors
Texas
$402K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$400K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$16.6M
2
Wells Fargo
2
Wells Fargo
California
$15M
3
Bank of America
3
Bank of America
North Carolina
$289K
4
Morgan Stanley
4
Morgan Stanley
New York
$6.95M
5
TRCT
5
Tower Research Capital (TRC)
New York
$10K
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$16.6M 1,019,958 -131,559 -11%
Wells Fargo
2
Wells Fargo
California
$15M 921,278 -59,567 -6%
Morgan Stanley
3
Morgan Stanley
New York
$6.95M 425,873 -1,899 -0.4%
Invesco
4
Invesco
Georgia
$6.69M 409,864 +6,780 +2%
SFS
5
Shaker Financial Services
Virginia
$1.57M 96,312 +67,186 +231%
UBS Group
6
UBS Group
Switzerland
$1.33M 81,630 +81,630 New
WAM
7
Wolverine Asset Management
Illinois
$891K 54,605 +54,605 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$755K 46,229 +1,107 +2%
DA
9
Doliver Advisors
Texas
$402K 24,691 +24,691 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$400K 24,521 +24,521 New
Bank of America
11
Bank of America
North Carolina
$289K 17,717 -17,315 -49%
LPL Financial
12
LPL Financial
California
$285K 17,461 +1,496 +9%
Deutsche Bank
13
Deutsche Bank
Germany
$113K 6,930 +860 +14%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$89K 5,460 +3,825 +234%
Creative Planning
15
Creative Planning
Kansas
$28K 1,691 +1,691 New
Citigroup
16
Citigroup
New York
$25K 1,550 -858 -36%
NES
17
New England Securities
New York
$23K 1,400 -100 -7%
NPC
18
National Planning Corporation
California
$12.6K 775 +775 New
TRCT
19
Tower Research Capital (TRC)
New York
$10K 598 -1,805 -75%
FNBT
20
FineMark National Bank & Trust
Florida
$8K 511 – –
BPBT
21
Boston Private Bank & Trust
Massachusetts
$5K 315 – –
AIA
22
Alerus Investment Advisors
Minnesota
$5K 325 – –
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$3K 212 – –
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$91 5,000 – –
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
– – -1,000 Closed