HEQ

John Hancock Hedged Equity & Income Fund
HEQ

Overview Fund Activity

34 hedge funds and large institutions have $27.5M invested in John Hancock Hedged Equity & Income Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
34
Holders Change
+3
Holders Change %
+9.68%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
15
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$1.44M
2
KIM
2
Karpus Investment Management
New York
$236K
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$758K
4
AA
4
AQR Arbitrage
Connecticut
$1.56M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$181K

Top Sellers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$0
2
Invesco
2
Invesco
Georgia
$2.31M
3
VL
3
Vima LLC
Michigan
$0
4
WAM
4
Wolverine Asset Management
Illinois
$651K
5
Morgan Stanley
5
Morgan Stanley
New York
$4.07M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.07M 391,551 -36,357 -8%
Bank of America
2
Bank of America
North Carolina
$2.46M 236,987 -29,655 -11%
Invesco
3
Invesco
Georgia
$2.31M 221,985 -48,593 -18%
SFS
4
Shaker Financial Services
Virginia
$1.98M 190,950 -9,424 -5%
AA
5
AQR Arbitrage
Connecticut
$1.56M 151,001 +20,412 +16%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.44M 138,969 +2,358 +2%
SCM
7
Saba Capital Management
New York
$1.44M 138,192 +138,192 New
GC
8
Guggenheim Capital
Illinois
$1.34M 129,376 +16,840 +15%
PS
9
Principal Securities
Iowa
$1.19M 114,384 -691 -0.6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$977K 94,053 +15,520 +20%
Wells Fargo
11
Wells Fargo
California
$759K 73,046 -1,023 -1%
Pathstone Holdings
12
Pathstone Holdings
New Jersey
$758K 72,970 +21,098 +41%
LSC
13
Logan Stone Capital
Illinois
$711K 68,435 +5,335 +8%
AAM
14
Advisors Asset Management
Colorado
$679K 65,340 +3,069 +5%
WAM
15
Wolverine Asset Management
Illinois
$651K 62,703 -42,067 -40%
1CP
16
1607 Capital Partners
Virginia
$627K 60,316 -1,350 -2%
Osaic Holdings
17
Osaic Holdings
Arizona
$597K 57,496 -15,266 -21%
LCM
18
Landscape Capital Management
New Jersey
$582K 56,047 -13,296 -19%
BRWA
19
B. Riley Wealth Advisors
Florida
$508K 48,914 +4,078 +9%
Ameriprise
20
Ameriprise
Minnesota
$423K 40,672 +540 +1%
UBS Group
21
UBS Group
Switzerland
$401K 38,632 +5,210 +16%
LPL Financial
22
LPL Financial
California
$373K 35,929 +6,169 +21%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$366K 35,252 -79 -0.2%
KIM
24
Karpus Investment Management
New York
$236K 22,743 +22,743 New
RJA
25
Raymond James & Associates
Florida
$194K 18,698 +1,559 +9%
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