HEQ

John Hancock Hedged Equity & Income Fund
HEQ

Overview Fund Activity

25 hedge funds and large institutions have $52.2M invested in John Hancock Hedged Equity & Income Fund in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 1 closing their positions.

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
10
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$2.43M
2
WAM
2
Wolverine Asset Management
Illinois
$1.67M
3
Wells Fargo
3
Wells Fargo
California
$15.6M
4
Deutsche Bank
4
Deutsche Bank
Germany
$478K
5
FT
5
Fiduciary Trust
Massachusetts
$328K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$14.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.62M
3
Invesco
3
Invesco
Georgia
$6.42M
4
DA
4
Doliver Advisors
Texas
$217K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$739K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$15.6M 952,346 +31,068 +3%
AAM
2
Advisors Asset Management
Colorado
$14.8M 904,138 -115,820 -11%
Morgan Stanley
3
Morgan Stanley
New York
$6.62M 403,373 -22,500 -5%
Invesco
4
Invesco
Georgia
$6.42M 390,716 -19,148 -5%
SFS
5
Shaker Financial Services
Virginia
$2.43M 147,938 +51,626 +54%
WAM
6
Wolverine Asset Management
Illinois
$1.67M 101,585 +46,980 +86%
UBS Group
7
UBS Group
Switzerland
$1.33M 80,784 -846 -1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$739K 45,026 -1,203 -3%
Deutsche Bank
9
Deutsche Bank
Germany
$478K 29,200 +22,270 +321%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$427K 26,021 +1,500 +6%
FT
11
Fiduciary Trust
Massachusetts
$328K 20,000 +20,000 New
LPL Financial
12
LPL Financial
California
$322K 19,620 +2,159 +12%
CRC
13
Curi RMB Capital
Illinois
$311K 18,948 +18,948 New
Bank of America
14
Bank of America
North Carolina
$285K 17,371 -346 -2%
DA
15
Doliver Advisors
Texas
$217K 13,213 -11,478 -46%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$82K 5,010 -450 -8%
Creative Planning
17
Creative Planning
Kansas
$28K 1,725 +34 +2%
Citigroup
18
Citigroup
New York
$25K 1,557 +7 +0.5%
MFS
19
MSI Financial Services
Massachusetts
$23K 1,400 +1,400 New
TRCT
20
Tower Research Capital (TRC)
New York
$10K 602 +4 +0.7%
FNBT
21
FineMark National Bank & Trust
Florida
$8K 511 – –
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$6K 412 +200 +94%
BPBT
23
Boston Private Bank & Trust
Massachusetts
$5K 315 – –
AIA
24
Alerus Investment Advisors
Minnesota
$5K 325 – –
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$82 5,000 – –
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