HEQ

John Hancock Hedged Equity & Income Fund
HEQ

Overview Fund Activity

26 hedge funds and large institutions have $38M invested in John Hancock Hedged Equity & Income Fund in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 7 closing their positions.

Holders
26
Holders Change
-4
Holders Change %
-13.33%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
11
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$2.23M
2
Morgan Stanley
2
Morgan Stanley
New York
$19.8M
3
Wells Fargo
3
Wells Fargo
California
$883K
4
Bank of America
4
Bank of America
North Carolina
$2.1M
5
UBS Group
5
UBS Group
Switzerland
$1.17M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$693K
2
Ameriprise
2
Ameriprise
Minnesota
$0
3
AAM
3
Advisors Asset Management
Colorado
$1.53M
4
WAM
4
Wolverine Asset Management
Illinois
$1.45M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$19.8M 1,647,202 +128,572 +8%
GC
2
Guggenheim Capital
Illinois
$2.57M 213,050 +1,359 +0.6%
Invesco
3
Invesco
Georgia
$2.56M 212,397 -3,409 -2%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.23M 184,635 +133,170 +259%
Bank of America
5
Bank of America
North Carolina
$2.1M 174,515 +18,533 +12%
AAM
6
Advisors Asset Management
Colorado
$1.53M 127,255 -53,655 -30%
WAM
7
Wolverine Asset Management
Illinois
$1.45M 120,069 -41,766 -26%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.29M 106,770 +5,190 +5%
UBS Group
9
UBS Group
Switzerland
$1.17M 96,922 +14,942 +18%
Wells Fargo
10
Wells Fargo
California
$883K 73,275 +27,748 +61%
SFS
11
Shaker Financial Services
Virginia
$693K 57,474 -168,392 -75%
MAFM
12
Mid Atlantic Financial Management
Pennsylvania
$419K 34,800 +10,600 +44%
CAN
13
Cetera Advisor Networks
California
$331K 27,500 -4,500 -14%
BRWA
14
B. Riley Wealth Advisors
Florida
$186K 15,386 +4,138 +37%
RJA
15
Raymond James & Associates
Florida
$184K 15,265 +465 +3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$160K 13,264 +15 +0.1%
CIA
17
Capital Investment Advisors
Georgia
$133K 11,000 -1,000 -8%
QC
18
Quantedge Capital
Singapore
$125K 10,400 +10,400 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$98K 8,130 – –
PB
20
Pinnacle Bancorp
Nebraska
$30K 2,450 – –
SFS
21
Sowell Financial Services
Arkansas
$25K 2,028 +2,028 New
Citigroup
22
Citigroup
New York
$13K 1,050 -19,770 -95%
HI
23
Harbour Investments
Wisconsin
$13K 1,100 +1,100 New
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$11K 900 – –
APA
25
American Portfolios Advisors
New York
$1.21K 100 – –
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