HEQ

John Hancock Hedged Equity & Income Fund
HEQ

Overview Fund Activity

28 hedge funds and large institutions have $40.2M invested in John Hancock Hedged Equity & Income Fund in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$1.41M
2
WAM
2
Wolverine Asset Management
Illinois
$1.49M
3
CRC
3
Curi RMB Capital
Illinois
$846K
4
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$626K
5
SG Americas Securities
5
SG Americas Securities
New York
$520K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$8.82M
2
Invesco
2
Invesco
Georgia
$4.93M
3
CA
3
Cornerstone Advisors
North Carolina
$453K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$260K
5
Deutsche Bank
5
Deutsche Bank
Germany
$88K
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$11M 762,228 +4,189 +0.6%
Wells Fargo
2
Wells Fargo
California
$8.82M 610,181 -179,273 -23%
Morgan Stanley
3
Morgan Stanley
New York
$6.09M 421,260 +30,904 +8%
Invesco
4
Invesco
Georgia
$4.93M 341,069 -39,588 -10%
WAM
5
Wolverine Asset Management
Illinois
$1.49M 102,945 +59,934 +139%
LPL Financial
6
LPL Financial
California
$1.41M 98,418 +61,245 +165%
UBS Group
7
UBS Group
Switzerland
$1.03M 71,427 +5,833 +9%
CRC
8
Curi RMB Capital
Illinois
$846K 58,504 +43,656 +294%
LCM
9
Landscape Capital Management
New Jersey
$823K 56,898 +29,195 +105%
BBPWM
10
Blue Bell Private Wealth Management
Pennsylvania
$626K 43,292 +37,077 +597%
SG Americas Securities
11
SG Americas Securities
New York
$520K 35,994 +35,994 New
CA
12
Cornerstone Advisors
North Carolina
$453K 31,317 -19,113 -38%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$364K 25,205 – –
FT
14
Fiduciary Trust
Massachusetts
$289K 20,000 – –
DA
15
Doliver Advisors
Texas
$261K 18,039 +18,039 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$260K 18,001 -5,888 -25%
Bank of America
17
Bank of America
North Carolina
$254K 17,564 -429 -2%
Squarepoint
18
Squarepoint
New York
$205K 14,200 +14,200 New
WAM
19
Weiss Asset Management
Massachusetts
$198K 13,710 +13,710 New
Deutsche Bank
20
Deutsche Bank
Germany
$88K 6,120 -1,750 -22%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$76K 5,253 +1,093 +26%
MFS
22
MSI Financial Services
Massachusetts
$38K 2,600 +1,000 +63%
Citigroup
23
Citigroup
New York
$22K 1,550 – –
Creative Planning
24
Creative Planning
Kansas
$18K 1,225 – –
CFA
25
Carroll Financial Associates
North Carolina
$12K 884 +884 New
1
2