John Hancock Hedged Equity & Income Fund
HEQ
26 hedge funds and large institutions have $26.5M invested in John Hancock Hedged Equity & Income Fund in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
6% more capital invested
Capital invested by funds: $25M → $26.5M (+$1.42M)
4% more funds holding
Funds holding: 25 → 26 (+1)
1.11% more ownership
Funds ownership: 14.56% → 15.67% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.08M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$644K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$543K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$403K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$149K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$552K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$235K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$229K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$132K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$41.5K |
HEQ Hedge Fund Activity: Q3 2019 in Review
26 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q3 2019, worth a combined $26.5M — up 5.7% from $25M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new HEQ positions and 0 closed out — a net gain of 1 holder — while 12 added to existing stakes and 8 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $1.08M. The largest seller was Morgan Stanley, cutting an estimated $552K.
- 26 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q3 2019, up from 25 in Q2 2019.
- Funds reported $26.5M of John Hancock Hedged Equity & Income Fund stock for Q3 2019, up 5.7% quarter-over-quarter.
- 1 fund opened new John Hancock Hedged Equity & Income Fund positions in Q3 2019 and 0 closed out, a net change of +1 holder.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q3 2019 was Advisors Asset Management, an estimated $1.08M added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q3 2019 was Morgan Stanley, an estimated $552K sold.
Based on aggregated 13F filings for Q3 2019.