HEQ

John Hancock Hedged Equity & Income Fund
HEQ

Overview Fund Activity

18 hedge funds and large institutions have $22M invested in John Hancock Hedged Equity & Income Fund in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
18
Holders Change
-3
Holders Change %
-14.29%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
9
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$2.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$805K
3
Wells Fargo
3
Wells Fargo
California
$1.47M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$462K
5
UBS Group
5
UBS Group
Switzerland
$1.13M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$253K
2
Morgan Stanley
2
Morgan Stanley
New York
$11.2M
3
GC
3
Guggenheim Capital
Illinois
$1.52M
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
SPC
5
Sigma Planning Corp
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.2M 962,363 -32,489 -3%
Invesco
2
Invesco
Georgia
$2.5M 214,593 +59,325 +38%
GC
3
Guggenheim Capital
Illinois
$1.52M 130,300 -13,789 -10%
Wells Fargo
4
Wells Fargo
California
$1.47M 126,044 +12,362 +11%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.28M 109,774 -6,318 -5%
UBS Group
6
UBS Group
Switzerland
$1.13M 97,229 +1,481 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$805K 69,186 +33,965 +96%
BRWA
8
B. Riley Wealth Advisors
Florida
$462K 39,719 +6,867 +21%
Ameriprise
9
Ameriprise
Minnesota
$339K 29,145 +288 +1%
LPL Financial
10
LPL Financial
California
$300K 25,836 +1,022 +4%
SFS
11
Shaker Financial Services
Virginia
$253K 21,772 -55,400 -72%
Bank of America
12
Bank of America
North Carolina
$244K 20,971 -686 -3%
RJA
13
Raymond James & Associates
Florida
$184K 15,858 -1,049 -6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$155K 13,309 +250 +2%
SWM
15
Silverlake Wealth Management
Vermont
$143K 12,273 – –
ASN
16
Advisory Services Network
Georgia
$20.7K 1,780 -447 -20%
NA
17
NewEdge Advisors
Louisiana
$4.63K 398 – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.62K 139,607 +1,792 +1%
WAM
19
Wolverine Asset Management
Illinois
– – -10,235 Closed
SPC
20
Sigma Planning Corp
Michigan
– – -10,217 Closed
MCC
21
Money Concepts Capital
Florida
– – -400 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –