John Hancock Hedged Equity & Income Fund
HEQ
25 hedge funds and large institutions have $33.1M invested in John Hancock Hedged Equity & Income Fund in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 5 closing their positions.
4% less funds holding
Funds holding: 26 → 25 (-1)
5.4% less ownership
Funds ownership: 25.86% → 20.46% (-5.4%)
13% less capital invested
Capital invested by funds: $38M → $33.1M (-$4.89M)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.44M |
| 2 |
VF
Virtu Financial
New York
|
+$181K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$97.6K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$85.3K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$58.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.98M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.98M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.45M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.15M |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$693K |
HEQ Hedge Fund Activity: Q2 2021 in Review
25 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q2 2021, worth a combined $33.1M — down 13% from $38M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of HEQ and 4 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 6 added.
The largest buyer was Ameriprise, opening a new position worth an estimated $1.44M. The largest seller was Morgan Stanley, cutting an estimated $2.98M.
- 25 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q2 2021, down from 26 in Q1 2021.
- Funds reported $33.1M of John Hancock Hedged Equity & Income Fund stock for Q2 2021, down 13% quarter-over-quarter.
- 4 funds opened new John Hancock Hedged Equity & Income Fund positions in Q2 2021 and 5 closed out, a net change of -1 holder.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q2 2021 was Ameriprise, an estimated $1.44M added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q2 2021 was Morgan Stanley, an estimated $2.98M sold.
Based on aggregated 13F filings for Q2 2021.