John Hancock Hedged Equity & Income Fund
HEQ
25 hedge funds and large institutions have $36M invested in John Hancock Hedged Equity & Income Fund in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
14% more funds holding
Funds holding: 22 → 25 (+3)
2% more capital invested
Capital invested by funds: $35.5M → $36M (+$543K)
0.09% less ownership
Funds ownership: 17.59% → 17.5% (-0.09%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.9M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$540K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$265K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$189K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$69.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$966K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$899K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$503K |
| 4 |
Morgan Stanley
New York
|
-$393K |
| 5 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
-$290K |
HEQ Hedge Fund Activity: Q2 2016 in Review
25 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q2 2016, worth a combined $36M — up 1.5% from $35.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HEQ positions and 2 closed out — a net gain of 4 holders — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $1.9M. The largest seller was Advisors Asset Management, cutting an estimated $966K.
- 25 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q2 2016, up from 22 in Q1 2016.
- Funds reported $36M of John Hancock Hedged Equity & Income Fund stock for Q2 2016, up 1.5% quarter-over-quarter.
- 6 funds opened new John Hancock Hedged Equity & Income Fund positions in Q2 2016 and 2 closed out, a net change of +4 holders.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q2 2016 was Shaker Financial Services, an estimated $1.9M added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q2 2016 was Advisors Asset Management, an estimated $966K sold.
Based on aggregated 13F filings for Q2 2016.