John Hancock Hedged Equity & Income Fund
HEQ
23 hedge funds and large institutions have $42.9M invested in John Hancock Hedged Equity & Income Fund in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
10% more funds holding
Funds holding: 21 → 23 (+2)
3% more capital invested
Capital invested by funds: $41.6M → $42.9M (+$1.31M)
0.85% less ownership
Funds ownership: 19.03% → 18.17% (-0.85%)
60% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$417K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$367K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$347K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$246K |
| 5 |
Neuberger Berman Group
New York
|
+$241K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.28M |
| 2 |
Morgan Stanley
New York
|
-$707K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$519K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$152K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$33.2K |
HEQ Hedge Fund Activity: Q1 2017 in Review
23 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q1 2017, worth a combined $42.9M — up 3.1% from $41.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new HEQ positions and 1 closed out — a net gain of 3 holders — while 4 added to existing stakes and 10 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $417K. The largest seller was Advisors Asset Management, cutting an estimated $2.28M.
- 23 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q1 2017, up from 21 in Q4 2016.
- Funds reported $42.9M of John Hancock Hedged Equity & Income Fund stock for Q1 2017, up 3.1% quarter-over-quarter.
- 4 funds opened new John Hancock Hedged Equity & Income Fund positions in Q1 2017 and 1 closed out, a net change of +3 holders.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q1 2017 was Royal Bank of Canada, an estimated $417K added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q1 2017 was Advisors Asset Management, an estimated $2.28M sold.
Based on aggregated 13F filings for Q1 2017.