John Hancock Hedged Equity & Income Fund
HEQ
20 hedge funds and large institutions have $39.3M invested in John Hancock Hedged Equity & Income Fund in 2017 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 4 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
1.7% less ownership
Funds ownership: 18.17% → 16.47% (-1.7%)
8% less capital invested
Capital invested by funds: $42.9M → $39.3M (-$3.62M)
13% less funds holding
Funds holding: 23 → 20 (-3)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$916K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$156K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$113K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$88.6K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$82.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$3.23M |
| 2 |
Morgan Stanley
New York
|
-$859K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$277K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$260K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$253K |
HEQ Hedge Fund Activity: Q2 2017 in Review
20 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q2 2017, worth a combined $39.3M — down 8.4% from $42.9M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of HEQ and 1 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 7 added.
The largest buyer was Guggenheim Capital, adding an estimated $916K. The largest seller was Advisors Asset Management, cutting an estimated $3.23M.
- 20 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q2 2017, down from 23 in Q1 2017.
- Funds reported $39.3M of John Hancock Hedged Equity & Income Fund stock for Q2 2017, down 8.4% quarter-over-quarter.
- 1 fund opened new John Hancock Hedged Equity & Income Fund positions in Q2 2017 and 4 closed out, a net change of -3 holders.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q2 2017 was Guggenheim Capital, an estimated $916K added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q2 2017 was Advisors Asset Management, an estimated $3.23M sold.
Based on aggregated 13F filings for Q2 2017.