John Hancock Hedged Equity & Income Fund
HEQ
21 hedge funds and large institutions have $37.5M invested in John Hancock Hedged Equity & Income Fund in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
5% more funds holding
Funds holding: 20 → 21 (+1)
5% less capital invested
Capital invested by funds: $39.3M → $37.5M (-$1.78M)
1.31% less ownership
Funds ownership: 16.47% → 15.16% (-1.3%)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$532K |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$230K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$184K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$106K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$31.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.95M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$611K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$535K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$526K |
| 5 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
-$340K |
HEQ Hedge Fund Activity: Q3 2017 in Review
21 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q3 2017, worth a combined $37.5M — down 4.5% from $39.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new HEQ positions and 1 closed out — a net gain of 1 holder — while 7 added to existing stakes and 9 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $532K. The largest seller was Morgan Stanley, cutting an estimated $1.95M.
- 21 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q3 2017, up from 20 in Q2 2017.
- Funds reported $37.5M of John Hancock Hedged Equity & Income Fund stock for Q3 2017, down 4.5% quarter-over-quarter.
- 2 funds opened new John Hancock Hedged Equity & Income Fund positions in Q3 2017 and 1 closed out, a net change of +1 holder.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q3 2017 was Guggenheim Capital, an estimated $532K added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q3 2017 was Morgan Stanley, an estimated $1.95M sold.
Based on aggregated 13F filings for Q3 2017.