John Hancock Hedged Equity & Income Fund
HEQ
22 hedge funds and large institutions have $32.9M invested in John Hancock Hedged Equity & Income Fund in 2017 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
5% more funds holding
Funds holding: 21 → 22 (+1)
0.33% more ownership
Funds ownership: 15.16% → 15.49% (+0.33%)
12% less capital invested
Capital invested by funds: $37.5M → $32.9M (-$4.58M)
40% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$408K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$266K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$188K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$184K |
| 5 |
LPL Financial
San Diego,
California
|
+$179K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$3.15M |
| 2 |
Morgan Stanley
New York
|
-$661K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$289K |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$232K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$187K |
HEQ Hedge Fund Activity: Q4 2017 in Review
22 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q4 2017, worth a combined $32.9M — down 12% from $37.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new HEQ positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 10 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $408K. The largest seller was Advisors Asset Management, cutting an estimated $3.15M.
- 22 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q4 2017, up from 21 in Q3 2017.
- Funds reported $32.9M of John Hancock Hedged Equity & Income Fund stock for Q4 2017, down 12% quarter-over-quarter.
- 3 funds opened new John Hancock Hedged Equity & Income Fund positions in Q4 2017 and 2 closed out, a net change of +1 holder.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q4 2017 was Guggenheim Capital, an estimated $408K added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q4 2017 was Advisors Asset Management, an estimated $3.15M sold.
Based on aggregated 13F filings for Q4 2017.