John Hancock Hedged Equity & Income Fund
HEQ
25 hedge funds and large institutions have $25M invested in John Hancock Hedged Equity & Income Fund in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 0 closing their positions.
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
32% more funds holding
Funds holding: 19 → 25 (+6)
14% more capital invested
Capital invested by funds: $21.9M → $25M (+$3.13M)
2.35% more ownership
Funds ownership: 12.21% → 14.56% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.95M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$569K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$514K |
| 4 |
Morgan Stanley
New York
|
+$420K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$286K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$128K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$41.3K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$16.4K |
| 4 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$14.3K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$7.48K |
HEQ Hedge Fund Activity: Q2 2019 in Review
25 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q2 2019, worth a combined $25M — up 14% from $21.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HEQ positions and 0 closed out — a net gain of 6 holders — while 11 added to existing stakes and 6 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $1.95M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $128K.
- 25 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q2 2019, up from 19 in Q1 2019.
- Funds reported $25M of John Hancock Hedged Equity & Income Fund stock for Q2 2019, up 14% quarter-over-quarter.
- 6 funds opened new John Hancock Hedged Equity & Income Fund positions in Q2 2019 and 0 closed out, a net change of +6 holders.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q2 2019 was Shaker Financial Services, an estimated $1.95M added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q2 2019 was Raymond James Financial Services Advisors, an estimated $128K sold.
Based on aggregated 13F filings for Q2 2019.