John Hancock Hedged Equity & Income Fund
HEQ
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.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
11% more funds holding
Funds holding: 19 → 21 (+2)
0.29% less ownership
Funds ownership: 17.02% → 16.73% (-0.29%)
4% less capital invested
Capital invested by funds: $24.5M → $23.5M (-$996K)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$910K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$415K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$129K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$121K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$73K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$663K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$434K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$378K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$191K |
| 5 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$153K |
HEQ Hedge Fund Activity: Q4 2022 in Review
21 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q4 2022, worth a combined $23.5M — down 4.1% from $24.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HEQ positions and 2 closed out — a net gain of 4 holders — while 6 added to existing stakes and 8 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $910K. The largest seller was Morgan Stanley, cutting an estimated $663K.
- 21 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q4 2022, up from 19 in Q3 2022.
- Funds reported $23.5M of John Hancock Hedged Equity & Income Fund stock for Q4 2022, down 4.1% quarter-over-quarter.
- 6 funds opened new John Hancock Hedged Equity & Income Fund positions in Q4 2022 and 2 closed out, a net change of +4 holders.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q4 2022 was Shaker Financial Services, an estimated $910K added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q4 2022 was Morgan Stanley, an estimated $663K sold.
Based on aggregated 13F filings for Q4 2022.