John Hancock Hedged Equity & Income Fund
HEQ
22 hedge funds and large institutions have $24.8M invested in John Hancock Hedged Equity & Income Fund in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
16% more funds holding
Funds holding: 19 → 22 (+3)
2.05% more ownership
Funds ownership: 16.78% → 18.83% (+2.1%)
4% more capital invested
Capital invested by funds: $23.8M → $24.8M (+$977K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.24M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$788K |
| 3 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$650K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$323K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$214K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$592K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$243K |
| 3 |
Morgan Stanley
New York
|
-$138K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$20.7K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$18.3K |
HEQ Hedge Fund Activity: Q2 2023 in Review
22 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q2 2023, worth a combined $24.8M — up 4.1% from $23.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new HEQ positions and 1 closed out — a net gain of 3 holders — while 9 added to existing stakes and 5 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $1.24M. The largest seller was Guggenheim Capital, cutting an estimated $592K.
- 22 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q2 2023, up from 19 in Q1 2023.
- Funds reported $24.8M of John Hancock Hedged Equity & Income Fund stock for Q2 2023, up 4.1% quarter-over-quarter.
- 4 funds opened new John Hancock Hedged Equity & Income Fund positions in Q2 2023 and 1 closed out, a net change of +3 holders.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q2 2023 was Shaker Financial Services, an estimated $1.24M added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q2 2023 was Guggenheim Capital, an estimated $592K sold.
Based on aggregated 13F filings for Q2 2023.