HEQ

John Hancock Hedged Equity & Income Fund
HEQ

Overview Fund Activity

24 hedge funds and large institutions have $41.5M invested in John Hancock Hedged Equity & Income Fund in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.7M
2
Invesco
2
Invesco
Georgia
$6.27M
3
RJA
3
Raymond James & Associates
Florida
$171K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$465K
5
AG
5
Advisor Group
Arizona
$102K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.77M
2
SFS
2
Shaker Financial Services
Virginia
$0
3
BBPWM
3
Blue Bell Private Wealth Management
Pennsylvania
$26K
4
Stifel Financial
4
Stifel Financial
Missouri
$384K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$12.7M 779,762 +438,132 +128%
AAM
2
Advisors Asset Management
Colorado
$12.5M 770,263 -7,165 -0.9%
Invesco
3
Invesco
Georgia
$6.27M 386,007 +20,633 +6%
Wells Fargo
4
Wells Fargo
California
$5.77M 355,259 -149,699 -30%
UBS Group
5
UBS Group
Switzerland
$1.35M 82,842 -2,306 -3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$465K 28,646 +3,046 +12%
Stifel Financial
7
Stifel Financial
Missouri
$384K 23,761 -12,415 -34%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$342K 21,058 +1,004 +5%
FT
9
Fiduciary Trust
Massachusetts
$325K 20,000 – –
Bank of America
10
Bank of America
North Carolina
$253K 15,560 -889 -5%
LPL Financial
11
LPL Financial
California
$213K 13,377 -1,801 -12%
SFG
12
StrategIQ Financial Group
Indiana
– – – –
RJA
13
Raymond James & Associates
Florida
$171K 10,500 +10,500 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$161K 9,911 +13 +0.1%
AG
15
Advisor Group
Arizona
$102K 6,300 +2,000 +47%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$81K 5,000 – –
IA
17
IFP Advisors
Florida
$62K 3,820 +500 +15%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$45K 2,779 -103 -4%
MFS
19
MSI Financial Services
Massachusetts
$42K 2,600 – –
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$26K 1,556 -19,569 -93%
Citigroup
21
Citigroup
New York
$25K 1,565 – –
Creative Planning
22
Creative Planning
Kansas
$19K 1,191 -34 -3%
CFA
23
Carroll Financial Associates
North Carolina
$14K 884 – –
TRCT
24
Tower Research Capital (TRC)
New York
$10K 630 +630 New
SFS
25
Shaker Financial Services
Virginia
– – -127,273 Closed
1
2