John Hancock Hedged Equity & Income Fund
HEQ
19 hedge funds and large institutions have $23.8M invested in John Hancock Hedged Equity & Income Fund in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 3 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
1% more capital invested
Capital invested by funds: $23.5M → $23.8M (+$334K)
0.06% more ownership
Funds ownership: 16.73% → 16.78% (+0.06%)
10% less funds holding
Funds holding: 21 → 19 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$698K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$399K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$145K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$80.8K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$21.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$651K |
| 2 |
Morgan Stanley
New York
|
-$382K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$162K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$118K |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$118K |
HEQ Hedge Fund Activity: Q1 2023 in Review
19 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q1 2023, worth a combined $23.8M — up 1.4% from $23.5M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of HEQ and 1 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 9 added.
The largest buyer was Invesco, adding an estimated $698K. The largest seller was Shaker Financial Services, cutting an estimated $651K.
- 19 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q1 2023, down from 21 in Q4 2022.
- Funds reported $23.8M of John Hancock Hedged Equity & Income Fund stock for Q1 2023, up 1.4% quarter-over-quarter.
- 1 fund opened new John Hancock Hedged Equity & Income Fund positions in Q1 2023 and 3 closed out, a net change of -2 holders.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q1 2023 was Invesco, an estimated $698K added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q1 2023 was Shaker Financial Services, an estimated $651K sold.
Based on aggregated 13F filings for Q1 2023.