HEQ

John Hancock Hedged Equity & Income Fund
HEQ

Overview Fund Activity

33 hedge funds and large institutions have $22.1M invested in John Hancock Hedged Equity & Income Fund in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 1 closing their positions.

Holders
33
Holders Change
+7
Holders Change %
+26.92%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
11
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Wolverine Asset Management
Illinois
$1.86M
2
SFS
2
Shaker Financial Services
Virginia
$1.4M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$220K
4
Morgan Stanley
4
Morgan Stanley
New York
$4.19M
5
LCM
5
Landscape Capital Management
New Jersey
$139K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$127K
2
Wells Fargo
2
Wells Fargo
California
$876K
3
Bank of America
3
Bank of America
North Carolina
$190K
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$0
5
UBS Group
5
UBS Group
Switzerland
$704K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.19M 412,584 +14,365 +4%
AAM
2
Advisors Asset Management
Colorado
$3.77M 370,802 +67 +0%
GC
3
Guggenheim Capital
Illinois
$2.82M 277,394 +3,401 +1%
Invesco
4
Invesco
Georgia
$2.61M 256,938 +2,542 +1%
WAM
5
Wolverine Asset Management
Illinois
$1.86M 182,617 +182,617 New
SFS
6
Shaker Financial Services
Virginia
$1.4M 137,632 +111,732 +431%
Wells Fargo
7
Wells Fargo
California
$876K 86,264 -6,844 -7%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$736K 72,467 +3,189 +5%
UBS Group
9
UBS Group
Switzerland
$704K 69,269 -1,356 -2%
Ameriprise
10
Ameriprise
Minnesota
$553K 54,476 -1,318 -2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$452K 44,480 +1,970 +5%
CAN
12
Cetera Advisor Networks
California
$328K 32,300 +11,700 +57%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$271K 26,642 -1,223 -4%
Osaic Holdings
14
Osaic Holdings
Arizona
$220K 21,680 +21,680 New
RJA
15
Raymond James & Associates
Florida
$210K 20,675 +1,452 +8%
Bank of America
16
Bank of America
North Carolina
$190K 18,577 -4,680 -20%
LCM
17
Landscape Capital Management
New Jersey
$139K 13,701 +13,701 New
CRC
18
Curi RMB Capital
Illinois
$129K 12,703 +12,703 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$127K 12,467 -9,362 -43%
MC
20
Moors & Cabot
Massachusetts
$126K 12,350 +12,350 New
Goldman Sachs
21
Goldman Sachs
New York
$119K 11,689 +11,689 New
MAFM
22
Mid Atlantic Financial Management
Pennsylvania
$113K 11,100 +11,100 New
PB
23
Pinnacle Bancorp
Nebraska
$25K 2,450 – –
EP
24
Eudaimonia Partners
Tennessee
$23K 2,252 – –
EIP
25
Ellis Investment Partners
Pennsylvania
$21K 2,171 +77 +4%
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