HEQ

John Hancock Hedged Equity & Income Fund
HEQ

Overview Fund Activity

26 hedge funds and large institutions have $26.9M invested in John Hancock Hedged Equity & Income Fund in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
26
Holders Change
–
Holders Change %
0%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$5.53M
2
GC
2
Guggenheim Capital
Illinois
$4.09M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$325K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.03M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$634K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$386K
2
Morgan Stanley
2
Morgan Stanley
New York
$5.94M
3
Wells Fargo
3
Wells Fargo
California
$1.39M
4
UBS Group
4
UBS Group
Switzerland
$1.05M
5
Ameriprise
5
Ameriprise
Minnesota
$832K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.94M 398,219 -15,680 -4%
AAM
2
Advisors Asset Management
Colorado
$5.53M 370,735 +32,149 +9%
GC
3
Guggenheim Capital
Illinois
$4.09M 273,993 +30,603 +13%
Invesco
4
Invesco
Georgia
$3.79M 254,396 +1,422 +0.6%
Wells Fargo
5
Wells Fargo
California
$1.39M 93,108 -6,537 -7%
UBS Group
6
UBS Group
Switzerland
$1.05M 70,625 -5,477 -7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.03M 69,278 +9,970 +17%
Ameriprise
8
Ameriprise
Minnesota
$832K 55,794 -3,514 -6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$634K 42,510 +4,809 +13%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$415K 27,865 -836 -3%
SFS
11
Shaker Financial Services
Virginia
$386K 25,900 -156,918 -86%
Bank of America
12
Bank of America
North Carolina
$347K 23,257 +998 +4%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$325K 21,829 +11,735 +116%
CAN
14
Cetera Advisor Networks
California
$307K 20,600 – –
RJA
15
Raymond James & Associates
Florida
$287K 19,223 -1,111 -5%
AG
16
Advisor Group
Arizona
$228K 15,266 – –
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$118K 7,921 +343 +5%
PB
18
Pinnacle Bancorp
Nebraska
$37K 2,450 – –
EP
19
Eudaimonia Partners
Tennessee
$34K 2,252 +2,252 New
EIP
20
Ellis Investment Partners
Pennsylvania
$31K 2,094 -266 -11%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$24K 1,641 +1,641 New
PFGIA
22
Patriot Financial Group Insurance Agency
Massachusetts
$22K 1,500 +300 +25%
GWS
23
Glassman Wealth Services
Virginia
$17K 1,166 +1,166 New
Citigroup
24
Citigroup
New York
$16K 1,050 – –
FHA
25
Flagship Harbor Advisors
Massachusetts
$10K 660 – –
1
2