John Hancock Hedged Equity & Income Fund
HEQ
22 hedge funds and large institutions have $24.3M invested in John Hancock Hedged Equity & Income Fund in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
22% more funds holding
Funds holding: 18 → 22 (+4)
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
0.32% less ownership
Funds ownership: 17.24% → 16.93% (-0.32%)
11% less capital invested
Capital invested by funds: $27.4M → $24.3M (-$3.07M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$370K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$177K |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$132K |
| 4 |
LPL Financial
San Diego,
California
|
+$108K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$49.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$594K |
| 2 |
Morgan Stanley
New York
|
-$364K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$226K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$97.5K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$71.3K |
HEQ Hedge Fund Activity: Q2 2022 in Review
22 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q2 2022, worth a combined $24.3M — down 11% from $27.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new HEQ positions and 1 closed out — a net gain of 4 holders — while 7 added to existing stakes and 7 trimmed.
The largest buyer was Wells Fargo, adding an estimated $370K. The largest seller was Guggenheim Capital, cutting an estimated $594K.
- 22 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q2 2022, up from 18 in Q1 2022.
- Funds reported $24.3M of John Hancock Hedged Equity & Income Fund stock for Q2 2022, down 11% quarter-over-quarter.
- 5 funds opened new John Hancock Hedged Equity & Income Fund positions in Q2 2022 and 1 closed out, a net change of +4 holders.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q2 2022 was Wells Fargo, an estimated $370K added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q2 2022 was Guggenheim Capital, an estimated $594K sold.
Based on aggregated 13F filings for Q2 2022.