HEQ

John Hancock Hedged Equity & Income Fund
HEQ

Overview Fund Activity

21 hedge funds and large institutions have $24.6M 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.

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$1.46M
2
WAM
2
Wolverine Asset Management
Illinois
$781K
3
CCP
3
Clough Capital Partners
Massachusetts
$645K
4
Invesco
4
Invesco
Georgia
$2.63M
5
LCM
5
Landscape Capital Management
New Jersey
$212K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$818K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$942K
3
Morgan Stanley
3
Morgan Stanley
New York
$10.2M
4
ASN
4
Advisory Services Network
Georgia
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.49M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$10.2M 949,669 -12,694 -1%
Invesco
2
Invesco
Georgia
$2.63M 244,320 +29,727 +14%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.49M 137,928 -1,679 -1%
SFS
4
Shaker Financial Services
Virginia
$1.46M 135,827 +114,055 +524%
Wells Fargo
5
Wells Fargo
California
$1.39M 128,707 +2,663 +2%
UBS Group
6
UBS Group
Switzerland
$1.12M 103,437 +6,208 +6%
Osaic Holdings
7
Osaic Holdings
Arizona
$942K 87,401 -22,373 -20%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$868K 80,512 +11,326 +16%
GC
9
Guggenheim Capital
Illinois
$818K 75,864 -54,436 -42%
WAM
10
Wolverine Asset Management
Illinois
$781K 72,486 +72,486 New
CCP
11
Clough Capital Partners
Massachusetts
$645K 59,800 +59,800 New
BRWA
12
B. Riley Wealth Advisors
Florida
$462K 42,840 +3,121 +8%
Ameriprise
13
Ameriprise
Minnesota
$364K 33,775 +4,630 +16%
LPL Financial
14
LPL Financial
California
$357K 33,155 +7,319 +28%
Bank of America
15
Bank of America
North Carolina
$259K 24,053 +3,082 +15%
LCM
16
Landscape Capital Management
New Jersey
$212K 19,647 +19,647 New
RJA
17
Raymond James & Associates
Florida
$171K 15,858 – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$143K 13,270 -39 -0.3%
SWM
19
Silverlake Wealth Management
Vermont
$132K 12,273 – –
QL
20
Quarry LP
New York
$103K 9,600 +9,600 New
NA
21
NewEdge Advisors
Louisiana
$4.29K 398 – –
ASN
22
Advisory Services Network
Georgia
– – -1,780 Closed
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –