HEQ

John Hancock Hedged Equity & Income Fund
HEQ

Overview Fund Activity

21 hedge funds and large institutions have $23.5M invested in John Hancock Hedged Equity & Income Fund in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
6
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$887K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$405K
3
Invesco
3
Invesco
Georgia
$1.79M
4
WAM
4
Wolverine Asset Management
Illinois
$118K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.34M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.4M
2
Ameriprise
2
Ameriprise
Minnesota
$332K
3
GC
3
Guggenheim Capital
Illinois
$1.66M
4
UBS Group
4
UBS Group
Switzerland
$1.1M
5
CAG
5
Csenge Advisory Group
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.4M 994,852 -56,257 -5%
Invesco
2
Invesco
Georgia
$1.79M 155,268 +10,939 +8%
GC
3
Guggenheim Capital
Illinois
$1.66M 144,089 -32,050 -18%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.58M 137,815 +965 +0.7%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.34M 116,092 +6,193 +6%
Wells Fargo
6
Wells Fargo
California
$1.31M 113,682 +4,699 +4%
UBS Group
7
UBS Group
Switzerland
$1.1M 95,748 -16,218 -14%
SFS
8
Shaker Financial Services
Virginia
$887K 77,172 +77,172 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$405K 35,221 +35,221 New
BRWA
10
B. Riley Wealth Advisors
Florida
$378K 32,852 +5,707 +21%
Ameriprise
11
Ameriprise
Minnesota
$332K 28,857 -36,837 -56%
LPL Financial
12
LPL Financial
California
$285K 24,814 -3,055 -11%
Bank of America
13
Bank of America
North Carolina
$249K 21,657 -395 -2%
RJA
14
Raymond James & Associates
Florida
$194K 16,907 +541 +3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$150K 13,059 -1,950 -13%
SWM
16
Silverlake Wealth Management
Vermont
$141K 12,273 -1,450 -11%
WAM
17
Wolverine Asset Management
Illinois
$118K 10,235 +10,235 New
SPC
18
Sigma Planning Corp
Michigan
$118K 10,217 – –
ASN
19
Advisory Services Network
Georgia
$25.6K 2,227 +2,227 New
MCC
20
Money Concepts Capital
Florida
$4.6K 400 +400 New
NA
21
NewEdge Advisors
Louisiana
$5 398 +398 New
CAG
22
Csenge Advisory Group
Florida
– – -13,030 Closed
RJFSA
23
Raymond James Financial Services Advisors
Florida
– – -10,863 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –