John Hancock Hedged Equity & Income Fund
HEQ
31 hedge funds and large institutions have $27.5M invested in John Hancock Hedged Equity & Income Fund in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 0 closing their positions.
24% more funds holding
Funds holding: 25 → 31 (+6)
21% more capital invested
Capital invested by funds: $22.7M → $27.5M (+$4.8M)
3.11% more ownership
Funds ownership: 19.38% → 22.49% (+3.1%)
25% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$833K |
| 2 |
SCM
Saba Capital Management
New York
|
+$711K |
| 3 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$675K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$409K |
| 5 |
MG
Marex Group
London,
|
+$396K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$711K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$427K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$306K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$214K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$167K |
HEQ Hedge Fund Activity: Q4 2023 in Review
31 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q4 2023, worth a combined $27.5M — up 21% from $22.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new HEQ positions and 0 closed out — a net gain of 7 holders — while 9 added to existing stakes and 12 trimmed.
The largest buyer was Bank of America, adding an estimated $833K. The largest seller was Morgan Stanley, cutting an estimated $711K.
- 31 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q4 2023, up from 25 in Q3 2023.
- Funds reported $27.5M of John Hancock Hedged Equity & Income Fund stock for Q4 2023, up 21% quarter-over-quarter.
- 7 funds opened new John Hancock Hedged Equity & Income Fund positions in Q4 2023 and 0 closed out, a net change of +7 holders.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q4 2023 was Bank of America, an estimated $833K added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q4 2023 was Morgan Stanley, an estimated $711K sold.
Based on aggregated 13F filings for Q4 2023.