John Hancock Hedged Equity & Income Fund
HEQ
18 hedge funds and large institutions have $27.4M invested in John Hancock Hedged Equity & Income Fund in 2022 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 2 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
2.03% less ownership
Funds ownership: 19.27% → 17.24% (-2%)
5% less funds holding
Funds holding: 19 → 18 (-1)
10% less capital invested
Capital invested by funds: $30.6M → $27.4M (-$3.2M)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$120K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$86.5K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$62.2K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$41.1K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$22.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.08M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$457K |
| 3 |
Morgan Stanley
New York
|
-$404K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$269K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$247K |
HEQ Hedge Fund Activity: Q1 2022 in Review
18 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q1 2022, worth a combined $27.4M — down 10% from $30.6M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of HEQ and 1 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 8 added.
The largest buyer was UBS Group, adding an estimated $120K. The largest seller was Shaker Financial Services, cutting an estimated $2.08M.
- 18 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q1 2022, down from 19 in Q4 2021.
- Funds reported $27.4M of John Hancock Hedged Equity & Income Fund stock for Q1 2022, down 10% quarter-over-quarter.
- 1 fund opened new John Hancock Hedged Equity & Income Fund positions in Q1 2022 and 2 closed out, a net change of -1 holder.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q1 2022 was UBS Group, an estimated $120K added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q1 2022 was Shaker Financial Services, an estimated $2.08M sold.
Based on aggregated 13F filings for Q1 2022.