John Hancock Hedged Equity & Income Fund
HEQ
19 hedge funds and large institutions have $24.5M invested in John Hancock Hedged Equity & Income Fund in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 6 closing their positions.
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
1% more capital invested
Capital invested by funds: $24.3M → $24.5M (+$150K)
0.09% more ownership
Funds ownership: 16.93% → 17.02% (+0.09%)
14% less funds holding
Funds holding: 22 → 19 (-3)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$351K |
| 2 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$220K |
| 3 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
+$160K |
| 4 |
Morgan Stanley
New York
|
+$158K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$133K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$611K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$197K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$166K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$130K |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
-$26K |
HEQ Hedge Fund Activity: Q3 2022 in Review
19 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q3 2022, worth a combined $24.5M — up 0.62% from $24.3M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of HEQ and 3 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 9 added.
The largest buyer was Invesco, adding an estimated $351K. The largest seller was Shaker Financial Services, exiting entirely with an estimated $611K sold.
- 19 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q3 2022, down from 22 in Q2 2022.
- Funds reported $24.5M of John Hancock Hedged Equity & Income Fund stock for Q3 2022, up 0.62% quarter-over-quarter.
- 3 funds opened new John Hancock Hedged Equity & Income Fund positions in Q3 2022 and 6 closed out, a net change of -3 holders.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q3 2022 was Invesco, an estimated $351K added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q3 2022 was Shaker Financial Services, an estimated $611K sold.
Based on aggregated 13F filings for Q3 2022.