HEQ

John Hancock Hedged Equity & Income Fund
HEQ

Overview Fund Activity

23 hedge funds and large institutions have $29.4M invested in John Hancock Hedged Equity & Income Fund in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
23
Holders Change
–
Holders Change %
0%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$2.47M
2
WAM
2
Wolverine Asset Management
Illinois
$1.05M
3
CA
3
Cornerstone Advisors
North Carolina
$959K
4
Bank of America
4
Bank of America
North Carolina
$971K
5
Morgan Stanley
5
Morgan Stanley
New York
$11.8M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$2.79M
2
GC
2
Guggenheim Capital
Illinois
$2.35M
3
Truist Financial
3
Truist Financial
North Carolina
$0
4
MC
4
Moors & Cabot
Massachusetts
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.8M 1,113,704 +26,437 +2%
AAM
2
Advisors Asset Management
Colorado
$2.79M 264,542 -66,005 -20%
Invesco
3
Invesco
Georgia
$2.61M 247,495 -5,525 -2%
SFS
4
Shaker Financial Services
Virginia
$2.47M 234,031 +209,178 +842%
GC
5
Guggenheim Capital
Illinois
$2.35M 222,039 -24,817 -10%
WAM
6
Wolverine Asset Management
Illinois
$1.05M 99,069 +99,069 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$976K 92,436 +11,282 +14%
Bank of America
8
Bank of America
North Carolina
$971K 91,937 +72,398 +371%
CA
9
Cornerstone Advisors
North Carolina
$959K 90,854 +90,854 New
Wells Fargo
10
Wells Fargo
California
$836K 79,150 -8,149 -9%
Ameriprise
11
Ameriprise
Minnesota
$742K 70,292 -1,175 -2%
UBS Group
12
UBS Group
Switzerland
$598K 56,620 -10,284 -15%
CAN
13
Cetera Advisor Networks
California
$426K 40,300 +4,400 +12%
Osaic Holdings
14
Osaic Holdings
Arizona
$289K 27,298 +8,245 +43%
RJA
15
Raymond James & Associates
Florida
$204K 19,275 -1,400 -7%
MAFM
16
Mid Atlantic Financial Management
Pennsylvania
$195K 18,700 +4,800 +35%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$118K 11,130 -8,332 -43%
PB
18
Pinnacle Bancorp
Nebraska
$26K 2,450 – –
EIP
19
Ellis Investment Partners
Pennsylvania
$21K 1,998 -248 -11%
ASN
20
Advisory Services Network
Georgia
$20K 1,892 +1,892 New
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
$16K 1,500 – –
Citigroup
22
Citigroup
New York
$11K 1,050 – –
Truist Financial
23
Truist Financial
North Carolina
– – -21,555 Closed
MC
24
Moors & Cabot
Massachusetts
– – -14,350 Closed
RJFSA
25
Raymond James Financial Services Advisors
Florida
– – -10,075 Closed
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