John Hancock Hedged Equity & Income Fund
HEQ
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.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
4% more funds holding
Funds holding: 24 → 25 (+1)
1% more capital invested
Capital invested by funds: $51.6M → $52.2M (+$676K)
0.16% more ownership
Funds ownership: 23.05% → 23.21% (+0.16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$849K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$772K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$511K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$366K |
| 5 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
+$329K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.9M |
| 2 |
Morgan Stanley
New York
|
-$370K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$315K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$189K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$19.8K |
HEQ Hedge Fund Activity: Q1 2015 in Review
25 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q1 2015, worth a combined $52.2M — up 1.3% from $51.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new HEQ positions and 1 closed out — a net gain of 2 holders — while 10 added to existing stakes and 8 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $849K. The largest seller was Advisors Asset Management, cutting an estimated $1.9M.
- 25 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q1 2015, up from 24 in Q4 2014.
- Funds reported $52.2M of John Hancock Hedged Equity & Income Fund stock for Q1 2015, up 1.3% quarter-over-quarter.
- 3 funds opened new John Hancock Hedged Equity & Income Fund positions in Q1 2015 and 1 closed out, a net change of +2 holders.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q1 2015 was Shaker Financial Services, an estimated $849K added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q1 2015 was Advisors Asset Management, an estimated $1.9M sold.
Based on aggregated 13F filings for Q1 2015.