HEQ

John Hancock Hedged Equity & Income Fund
HEQ

Overview Fund Activity

31 hedge funds and large institutions have $28.1M invested in John Hancock Hedged Equity & Income Fund in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 2 closing their positions.

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$1.05M
2
AAM
2
Advisors Asset Management
Colorado
$653K
3
VL
3
Vima LLC
Michigan
$449K
4
GC
4
Guggenheim Capital
Illinois
$1.18M
5
AA
5
AQR Arbitrage
Connecticut
$1.37M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.49M
2
SCM
2
Saba Capital Management
New York
$0
3
WAM
3
Wolverine Asset Management
Illinois
$1.1M
4
LPL Financial
4
LPL Financial
California
$312K
5
SFS
5
Shaker Financial Services
Virginia
$2.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.49M 427,908 -559,356 -57%
Invesco
2
Invesco
Georgia
$2.84M 270,578 -5,411 -2%
Bank of America
3
Bank of America
North Carolina
$2.8M 266,642 +26,616 +11%
SFS
4
Shaker Financial Services
Virginia
$2.1M 200,374 -22,102 -10%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.43M 136,611 +1,468 +1%
AA
6
AQR Arbitrage
Connecticut
$1.37M 130,589 +29,391 +29%
PS
7
Principal Securities
Iowa
$1.21M 115,075 -1,320 -1%
GC
8
Guggenheim Capital
Illinois
$1.18M 112,536 +35,757 +47%
WAM
9
Wolverine Asset Management
Illinois
$1.1M 104,770 -55,870 -35%
RWA
10
Redhawk Wealth Advisors
Minnesota
$1.05M 100,110 +100,110 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$824K 78,533 +17,243 +28%
Wells Fargo
12
Wells Fargo
California
$777K 74,069 -19,796 -21%
Osaic Holdings
13
Osaic Holdings
Arizona
$763K 72,762 -2,418 -3%
LCM
14
Landscape Capital Management
New Jersey
$727K 69,343 -6,336 -8%
LSC
15
Logan Stone Capital
Illinois
$662K 63,100 -20,309 -24%
AAM
16
Advisors Asset Management
Colorado
$653K 62,271 +62,271 New
1CP
17
1607 Capital Partners
Virginia
$647K 61,666 – –
Pathstone Holdings
18
Pathstone Holdings
New Jersey
$544K 51,872 +4,524 +10%
VL
19
Vima LLC
Michigan
$449K 38,620 +38,620 New
BRWA
20
B. Riley Wealth Advisors
Florida
$429K 44,836 -2,573 -5%
Ameriprise
21
Ameriprise
Minnesota
$421K 40,132 +6,723 +20%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$371K 35,331 -10,063 -22%
UBS Group
23
UBS Group
Switzerland
$351K 33,422 -6,641 -17%
LPL Financial
24
LPL Financial
California
$312K 29,760 -27,886 -48%
RJA
25
Raymond James & Associates
Florida
$180K 17,139 +140 +0.8%
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