John Hancock Hedged Equity & Income Fund
HEQ
21 hedge funds and large institutions have $41.6M invested in John Hancock Hedged Equity & Income Fund in 2016 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 3 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
0.51% more ownership
Funds ownership: 18.52% → 19.03% (+0.51%)
0% more capital invested
Capital invested by funds: $41.5M → $41.6M (+$93K)
13% less funds holding
Funds holding: 24 → 21 (-3)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.27M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$573K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$121K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$96.5K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$68.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$703K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$203K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$92.4K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$45K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$41.7K |
HEQ Hedge Fund Activity: Q4 2016 in Review
21 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q4 2016, worth a combined $41.6M — up 0.22% from $41.5M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of HEQ and 0 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 10 added.
The largest buyer was Morgan Stanley, adding an estimated $1.27M. The largest seller was Wells Fargo, cutting an estimated $703K.
- 21 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q4 2016, down from 24 in Q3 2016.
- Funds reported $41.6M of John Hancock Hedged Equity & Income Fund stock for Q4 2016, up 0.22% quarter-over-quarter.
- 0 funds opened new John Hancock Hedged Equity & Income Fund positions in Q4 2016 and 3 closed out, a net change of -3 holders.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q4 2016 was Morgan Stanley, an estimated $1.27M added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q4 2016 was Wells Fargo, an estimated $703K sold.
Based on aggregated 13F filings for Q4 2016.