HEQ

John Hancock Hedged Equity & Income Fund
HEQ

Overview Fund Activity

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.

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$1.47M
2
SFS
2
Shaker Financial Services
Virginia
$611K
3
SPC
3
Sigma Planning Corp
Michigan
$120K
4
LPL Financial
4
LPL Financial
California
$237K
5
BRWA
5
B. Riley Wealth Advisors
Florida
$253K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$2.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.2M
3
UBS Group
3
UBS Group
Switzerland
$1.3M
4
Invesco
4
Invesco
Georgia
$1.36M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.45M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$12.2M 1,038,211 -28,087 -3%
GC
2
Guggenheim Capital
Illinois
$2.2M 186,773 -45,871 -20%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.63M 138,608 +1,727 +1%
Wells Fargo
4
Wells Fargo
California
$1.47M 125,053 +28,557 +30%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.45M 123,467 -5,511 -4%
Invesco
6
Invesco
Georgia
$1.36M 115,698 -7,532 -6%
UBS Group
7
UBS Group
Switzerland
$1.3M 110,426 -17,429 -14%
Ameriprise
8
Ameriprise
Minnesota
$707K 60,063 +857 +1%
SFS
9
Shaker Financial Services
Virginia
$611K 51,927 +13,699 +36%
BRWA
10
B. Riley Wealth Advisors
Florida
$253K 21,420 +3,801 +22%
LPL Financial
11
LPL Financial
California
$237K 20,168 +8,373 +71%
Bank of America
12
Bank of America
North Carolina
$197K 16,748 -1,658 -9%
RJA
13
Raymond James & Associates
Florida
$190K 16,168 +616 +4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$174K 14,748 – –
SWM
15
Silverlake Wealth Management
Vermont
$162K 13,723 -3,890 -22%
SPC
16
Sigma Planning Corp
Michigan
$120K 10,217 +10,217 New
CI
17
CX Institutional
Indiana
$26K 2,174 +2,174 New
US Bancorp
18
US Bancorp
Minnesota
$16K 1,385 +1,385 New
PFGIA
19
Patriot Financial Group Insurance Agency
Massachusetts
$11K 900 – –
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$4K 365 +365 New
APA
21
American Portfolios Advisors
New York
$1.18K 100 – –
MCC
22
Money Concepts Capital
Florida
– – -465 Closed
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –
Fidelity Investments
24
Fidelity Investments
Massachusetts
$0 1 +1 New