HEQ

John Hancock Hedged Equity & Income Fund
HEQ

Overview Fund Activity

26 hedge funds and large institutions have $28.7M invested in John Hancock Hedged Equity & Income Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$2.57M
2
SFS
2
Shaker Financial Services
Virginia
$227K
3
Wells Fargo
3
Wells Fargo
California
$1.1M
4
UBS Group
4
UBS Group
Switzerland
$1.47M
5
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$159K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.4M
2
Invesco
2
Invesco
Georgia
$1.84M
3
AAM
3
Advisors Asset Management
Colorado
$462K
4
Ameriprise
4
Ameriprise
Minnesota
$866K
5
CAN
5
Cetera Advisor Networks
California
$150K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15.4M 1,224,523 -185,882 -13%
GC
2
Guggenheim Capital
Illinois
$2.57M 205,118 +83,526 +69%
Invesco
3
Invesco
Georgia
$1.84M 146,665 -46,911 -24%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.8M 143,140 -1,766 -1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.54M 122,467 +7,947 +7%
UBS Group
6
UBS Group
Switzerland
$1.47M 116,984 +13,290 +13%
Wells Fargo
7
Wells Fargo
California
$1.1M 87,570 +14,056 +19%
Ameriprise
8
Ameriprise
Minnesota
$866K 68,994 -44,941 -39%
AAM
9
Advisors Asset Management
Colorado
$462K 36,786 -45,864 -55%
SFS
10
Shaker Financial Services
Virginia
$227K 18,120 +18,120 New
BRWA
11
B. Riley Wealth Advisors
Florida
$220K 17,461 +2,075 +13%
Bank of America
12
Bank of America
North Carolina
$211K 16,829 -220 -1%
RJA
13
Raymond James & Associates
Florida
$205K 16,308 +791 +5%
MAFM
14
Mid Atlantic Financial Management
Pennsylvania
$159K 12,700 +12,700 New
CAN
15
Cetera Advisor Networks
California
$150K 11,915 -15,585 -57%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$144K 11,461 -5,314 -32%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$139K 11,057 +2,977 +37%
CIA
18
Capital Investment Advisors
Georgia
$138K 11,000 – –
CI
19
CX Institutional
Indiana
$27K 2,174 – –
HI
20
Harbour Investments
Wisconsin
$14K 1,100 – –
Citigroup
21
Citigroup
New York
$12K 924 -126 -12%
PFGIA
22
Patriot Financial Group Insurance Agency
Massachusetts
$11K 900 – –
TRCT
23
Tower Research Capital (TRC)
New York
$11K 858 +858 New
AWA
24
Arkadios Wealth Advisors
Georgia
$2K 238 -645 -73%
APA
25
American Portfolios Advisors
New York
$1.26K 100 – –
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