John Hancock Hedged Equity & Income Fund
HEQ
34 hedge funds and large institutions have $29.7M 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.
31% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 13
7% more capital invested
Capital invested by funds: $27.7M → $29.7M (+$2.01M)
0.35% more ownership
Funds ownership: 21.92% → 22.27% (+0.35%)
3% less funds holding
Funds holding: 35 → 34 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$783K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$294K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$206K |
| 4 |
PS
Principal Securities
Des Moines,
Iowa
|
+$178K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$163K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$508K |
| 2 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$275K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$269K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$261K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$131K |
HEQ Hedge Fund Activity: Q3 2024 in Review
34 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q3 2024, worth a combined $29.7M — up 7.3% from $27.7M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of HEQ and 2 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 17 added.
The largest buyer was Saba Capital Management, adding an estimated $783K. The largest seller was B. Riley Wealth Advisors, exiting entirely with an estimated $508K sold.
- 34 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q3 2024, down from 35 in Q2 2024.
- Funds reported $29.7M of John Hancock Hedged Equity & Income Fund stock for Q3 2024, up 7.3% quarter-over-quarter.
- 2 funds opened new John Hancock Hedged Equity & Income Fund positions in Q3 2024 and 3 closed out, a net change of -1 holder.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q3 2024 was Saba Capital Management, an estimated $783K added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q3 2024 was B. Riley Wealth Advisors, an estimated $508K sold.
Based on aggregated 13F filings for Q3 2024.