John Hancock Hedged Equity & Income Fund
HEQ
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.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
2% more capital invested
Capital invested by funds: $26.5M → $26.9M (+$433K)
0% more funds holding
Funds holding: 26 → 26 (0)
0.9% less ownership
Funds ownership: 15.67% → 14.77% (-0.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$458K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$436K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$167K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$142K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$68.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.23M |
| 2 |
Morgan Stanley
New York
|
-$223K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$93.1K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$78K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$50K |
HEQ Hedge Fund Activity: Q4 2019 in Review
26 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q4 2019, worth a combined $26.9M — up 1.6% from $26.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new HEQ positions and 2 closed out — a net gain of 1 holder — while 9 added to existing stakes and 8 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $458K. The largest seller was Shaker Financial Services, cutting an estimated $2.23M.
- 26 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q4 2019, unchanged from Q3 2019.
- Funds reported $26.9M of John Hancock Hedged Equity & Income Fund stock for Q4 2019, up 1.6% quarter-over-quarter.
- 3 funds opened new John Hancock Hedged Equity & Income Fund positions in Q4 2019 and 2 closed out, a net change of +1 holder.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q4 2019 was Advisors Asset Management, an estimated $458K added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q4 2019 was Shaker Financial Services, an estimated $2.23M sold.
Based on aggregated 13F filings for Q4 2019.