HEQ

John Hancock Hedged Equity & Income Fund
HEQ

Overview Fund Activity

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.

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
7
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$1.91M
2
Stifel Financial
2
Stifel Financial
Missouri
$542K
3
Invesco
3
Invesco
Georgia
$5.48M
4
UBS Group
4
UBS Group
Switzerland
$1.28M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$149K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$11.7M
2
Wells Fargo
2
Wells Fargo
California
$7.57M
3
LCM
3
Landscape Capital Management
New Jersey
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$5.12M
5
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$317K
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$11.7M 777,428 -64,730 -8%
Wells Fargo
2
Wells Fargo
California
$7.57M 504,958 -60,236 -11%
Invesco
3
Invesco
Georgia
$5.48M 365,374 +17,728 +5%
Morgan Stanley
4
Morgan Stanley
New York
$5.12M 341,630 -26,314 -7%
SFS
5
Shaker Financial Services
Virginia
$1.91M 127,273 +127,273 New
UBS Group
6
UBS Group
Switzerland
$1.28M 85,148 +12,684 +18%
Stifel Financial
7
Stifel Financial
Missouri
$542K 36,176 +36,176 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$384K 25,600 +1,300 +5%
BBPWM
9
Blue Bell Private Wealth Management
Pennsylvania
$317K 21,125 -19,449 -48%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$301K 20,054 +612 +3%
FT
11
Fiduciary Trust
Massachusetts
$300K 20,000 – –
Bank of America
12
Bank of America
North Carolina
$247K 16,449 +73 +0.4%
LPL Financial
13
LPL Financial
California
$225K 15,178 -15,417 -50%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$159K 10,640 – –
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$149K 9,898 +4,645 +88%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$75K 5,000 – –
AG
17
Advisor Group
Arizona
$64K 4,300 +4,300 New
Deutsche Bank
18
Deutsche Bank
Germany
$56K 3,800 -1,500 -28%
IA
19
IFP Advisors
Florida
$50K 3,320 +3,320 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$43K 2,882 +2,882 New
MFS
21
MSI Financial Services
Massachusetts
$39K 2,600 – –
Citigroup
22
Citigroup
New York
$23K 1,565 +15 +1%
Creative Planning
23
Creative Planning
Kansas
$18K 1,225 – –
CFA
24
Carroll Financial Associates
North Carolina
$13K 884 – –
TIM
25
Tortoise Investment Management
New York
$5K 350 +350 New
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