John Hancock Hedged Equity & Income Fund
HEQ
25 hedge funds and large institutions have $38.4M invested in John Hancock Hedged Equity & Income Fund in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
4% more funds holding
Funds holding: 24 → 25 (+1)
2.87% less ownership
Funds ownership: 22.35% → 19.48% (-2.9%)
21% less capital invested
Capital invested by funds: $48.9M → $38.4M (-$10.5M)
55% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$227K |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$96.7K |
| 3 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$88.8K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$40.2K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$18.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.29M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.79M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.02M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$410K |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$364K |
HEQ Hedge Fund Activity: Q3 2015 in Review
25 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q3 2015, worth a combined $38.4M — down 21% from $48.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new HEQ positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 11 trimmed.
The largest buyer was Curi RMB Capital, opening a new position worth an estimated $227K. The largest seller was Advisors Asset Management, cutting an estimated $2.29M.
- 25 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q3 2015, up from 24 in Q2 2015.
- Funds reported $38.4M of John Hancock Hedged Equity & Income Fund stock for Q3 2015, down 21% quarter-over-quarter.
- 3 funds opened new John Hancock Hedged Equity & Income Fund positions in Q3 2015 and 2 closed out, a net change of +1 holder.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q3 2015 was Curi RMB Capital, an estimated $227K added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q3 2015 was Advisors Asset Management, an estimated $2.29M sold.
Based on aggregated 13F filings for Q3 2015.