HEQ

John Hancock Hedged Equity & Income Fund
HEQ

Overview Fund Activity

33 hedge funds and large institutions have $29.5M invested in John Hancock Hedged Equity & Income Fund in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
17
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$2.33M
2
GC
2
Guggenheim Capital
Illinois
$1.72M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.24M
4
PS
4
Principal Securities
Iowa
$1.44M
5
AAS
5
Avantax Advisory Services
Texas
$169K

Top Sellers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$0
2
LSC
2
Logan Stone Capital
Illinois
$467K
3
LCM
3
Landscape Capital Management
New Jersey
$337K
4
WAM
4
Wolverine Asset Management
Illinois
$418K
5
SFS
5
Shaker Financial Services
Virginia
$1.96M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.45M 405,213 +13,662 +3%
Bank of America
2
Bank of America
North Carolina
$2.62M 238,410 +1,423 +0.6%
Invesco
3
Invesco
Georgia
$2.47M 225,073 +3,088 +1%
SCM
4
Saba Capital Management
New York
$2.33M 212,009 +73,817 +53%
SFS
5
Shaker Financial Services
Virginia
$1.96M 178,607 -12,343 -6%
GC
6
Guggenheim Capital
Illinois
$1.72M 157,072 +27,696 +21%
AA
7
AQR Arbitrage
Connecticut
$1.63M 149,738 -1,263 -0.8%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.48M 135,125 -3,844 -3%
PS
9
Principal Securities
Iowa
$1.44M 131,175 +16,791 +15%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.24M 113,429 +19,376 +21%
Wells Fargo
11
Wells Fargo
California
$819K 74,622 +1,576 +2%
1CP
12
1607 Capital Partners
Virginia
$799K 72,807 +12,491 +21%
Pathstone Holdings
13
Pathstone Holdings
New Jersey
$784K 71,424 -1,546 -2%
AAM
14
Advisors Asset Management
Colorado
$719K 65,500 +160 +0.2%
Osaic Holdings
15
Osaic Holdings
Arizona
$569K 51,833 -5,663 -10%
Ameriprise
16
Ameriprise
Minnesota
$547K 49,897 +9,225 +23%
LSC
17
Logan Stone Capital
Illinois
$467K 42,545 -25,890 -38%
WAM
18
Wolverine Asset Management
Illinois
$418K 38,073 -24,630 -39%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$408K 37,194 +1,942 +6%
UBS Group
20
UBS Group
Switzerland
$396K 36,055 -2,577 -7%
LPL Financial
21
LPL Financial
California
$375K 34,166 -1,763 -5%
LCM
22
Landscape Capital Management
New Jersey
$337K 30,677 -25,370 -45%
KIM
23
Karpus Investment Management
New York
$258K 23,543 +800 +4%
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$214K 19,478 +14,571 +297%
RJA
25
Raymond James & Associates
Florida
$205K 18,698 – –
1
2