John Hancock Hedged Equity & Income Fund
HEQ
25 hedge funds and large institutions have $22.8M invested in John Hancock Hedged Equity & Income Fund in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 5 closing their positions.
2.5% less ownership
Funds ownership: 13.59% → 11.09% (-2.5%)
7% less funds holding
Funds holding: 27 → 25 (-2)
17% less capital invested
Capital invested by funds: $27.3M → $22.8M (-$4.58M)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$262K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$85K |
| 3 |
SMFS
Squar Milner Financial Services
Irvine,
California
|
+$67.8K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$33K |
| 5 |
LPL Financial
San Diego,
California
|
+$17K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.04M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.77M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$757K |
| 4 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$251K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
-$196K |
HEQ Hedge Fund Activity: Q2 2018 in Review
25 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q2 2018, worth a combined $22.8M — down 17% from $27.3M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of HEQ and 3 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 7 added.
The largest buyer was Morgan Stanley, adding an estimated $262K. The largest seller was Advisors Asset Management, cutting an estimated $2.04M.
- 25 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q2 2018, down from 27 in Q1 2018.
- Funds reported $22.8M of John Hancock Hedged Equity & Income Fund stock for Q2 2018, down 17% quarter-over-quarter.
- 3 funds opened new John Hancock Hedged Equity & Income Fund positions in Q2 2018 and 5 closed out, a net change of -2 holders.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q2 2018 was Morgan Stanley, an estimated $262K added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q2 2018 was Advisors Asset Management, an estimated $2.04M sold.
Based on aggregated 13F filings for Q2 2018.