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HEQ

John Hancock Hedged Equity & Income Fund
HEQ

30 hedge funds and large institutions have $37.7M invested in John Hancock Hedged Equity & Income Fund in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

30% more funds holding

Funds holding: 23 → 30 (+7)

28% more capital invested

Capital invested by funds: $29.4M → $37.7M (+$8.23M)

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

4.14% more ownership

Funds ownership: 22.83% → 26.97% (+4.1%)

Holders
30
Holders Change
+7
Holders Change %
+30.43%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
10
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.41M
2
Bank of America
Bank of America
North Carolina
+$697K
3
WAM
Wolverine Asset Management
Illinois
+$683K
4
Millennium Management
Millennium Management
New York
+$436K
5
LCM
Landscape Capital Management
New Jersey
+$430K

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
-$959K
2
AAM
Advisors Asset Management
Colorado
-$911K
3
Wells Fargo
Wells Fargo
California
-$366K
4
Invesco
Invesco
Georgia
-$345K
5
GC
Guggenheim Capital
Illinois
-$113K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$17.4M +$4.41M +404,926 +36%
SFS
2
Shaker Financial Services
Virginia
$2.58M -$88.9K -8,165 -3%
Invesco
3
Invesco
Georgia
$2.47M -$345K -31,689 -13%
GC
4
Guggenheim Capital
Illinois
$2.42M -$113K -10,348 -5%
AAM
5
Advisors Asset Management
Colorado
$2.07M -$911K -83,632 -32%
WAM
6
Wolverine Asset Management
Illinois
$1.85M +$683K +62,766 +63%
Bank of America
7
Bank of America
North Carolina
$1.78M +$697K +64,045 +70%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.16M +$99.6K +9,144 +10%
UBS Group
9
UBS Group
Switzerland
$938K +$276K +25,360 +45%
Ameriprise
10
Ameriprise
Minnesota
$819K +$13.9K +1,276 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$589K +$263K +24,167 +89%
Wells Fargo
12
Wells Fargo
California
$521K -$366K -33,623 -42%
Millennium Management
13
Millennium Management
New York
$458K +$436K +40,024 New
LCM
14
Landscape Capital Management
New Jersey
$452K +$430K +39,469 New
CAN
15
Cetera Advisor Networks
California
$366K -$90.4K -8,300 -21%
MAFM
16
Mid Atlantic Financial Management
Pennsylvania
$277K +$59.9K +5,500 +29%
AA
17
AQR Arbitrage
Connecticut
$276K +$263K +24,164 New
PAG
18
Private Advisor Group
New Jersey
$273K +$260K +23,900 New
Citigroup
19
Citigroup
New York
$238K +$215K +19,770 +1,883%
RJA
20
Raymond James & Associates
Florida
$169K -$48.7K -4,475 -23%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$152K +$144K +13,249 New
CIA
22
Capital Investment Advisors
Georgia
$137K +$131K +12,000 New
BRWA
23
B. Riley Wealth Advisors
Florida
$129K +$122K +11,248 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$93K -$32.7K -3,000 -27%
ASN
25
Advisory Services Network
Georgia
$29K +$7.3K +670 +35%
1
2

HEQ Hedge Fund Activity: Q4 2020 in Review

30 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q4 2020, worth a combined $37.7M — up 28% from $29.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HEQ positions and 3 closed out — a net gain of 7 holders — while 10 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.41M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $959K sold.

  • 30 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q4 2020, up from 23 in Q3 2020.
  • Funds reported $37.7M of John Hancock Hedged Equity & Income Fund stock for Q4 2020, up 28% quarter-over-quarter.
  • 10 funds opened new John Hancock Hedged Equity & Income Fund positions in Q4 2020 and 3 closed out, a net change of +7 holders.
  • The largest John Hancock Hedged Equity & Income Fund buyer in Q4 2020 was Morgan Stanley, an estimated $4.41M added.
  • The largest John Hancock Hedged Equity & Income Fund seller in Q4 2020 was Cornerstone Advisors, an estimated $959K sold.

Based on aggregated 13F filings for Q4 2020.