HEQ

John Hancock Hedged Equity & Income Fund
HEQ

Overview Fund Activity

34 hedge funds and large institutions have $27.8M invested in John Hancock Hedged Equity & Income Fund in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
34
Holders Change
+1
Holders Change %
+3.03%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$2.55M
2
KAS
2
Kestra Advisory Services
Texas
$483K
3
Jane Street
3
Jane Street
New York
$318K
4
RCM
4
Robinson Capital Management
Michigan
$309K
5
1CP
5
1607 Capital Partners
Virginia
$1.03M

Top Sellers

1
Invesco
1
Invesco
Georgia
$505K
2
GC
2
Guggenheim Capital
Illinois
$1.28M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$215K
4
LSC
4
Logan Stone Capital
Illinois
$262K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.39M 429,810 +24,597 +6%
Bank of America
2
Bank of America
North Carolina
$2.6M 254,824 +16,414 +7%
SFS
3
Shaker Financial Services
Virginia
$2.55M 249,606 +70,999 +40%
SCM
4
Saba Capital Management
New York
$2.16M 212,009 – –
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.57M 153,912 +18,787 +14%
PS
6
Principal Securities
Iowa
$1.52M 149,241 +18,066 +14%
AA
7
AQR Arbitrage
Connecticut
$1.42M 139,082 -10,656 -7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.35M 131,821 +18,392 +16%
GC
9
Guggenheim Capital
Illinois
$1.28M 125,805 -31,267 -20%
1CP
10
1607 Capital Partners
Virginia
$1.03M 100,502 +27,695 +38%
Wells Fargo
11
Wells Fargo
California
$844K 82,710 +8,088 +11%
Pathstone Holdings
12
Pathstone Holdings
New Jersey
$708K 69,373 -2,051 -3%
AAM
13
Advisors Asset Management
Colorado
$667K 65,374 -126 -0.2%
Invesco
14
Invesco
Georgia
$505K 49,483 -175,590 -78%
Ameriprise
15
Ameriprise
Minnesota
$500K 49,235 -662 -1%
KAS
16
Kestra Advisory Services
Texas
$483K 47,264 +47,264 New
UBS Group
17
UBS Group
Switzerland
$480K 46,966 +10,911 +30%
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$425K 41,649 +22,171 +114%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$353K 34,582 -2,612 -7%
LPL Financial
20
LPL Financial
California
$332K 32,487 -1,679 -5%
Jane Street
21
Jane Street
New York
$318K 31,180 +31,180 New
RCM
22
Robinson Capital Management
Michigan
$309K 30,308 +30,308 New
WAM
23
Wolverine Asset Management
Illinois
$275K 26,917 -11,156 -29%
LSC
24
Logan Stone Capital
Illinois
$262K 25,615 -16,930 -40%
KIM
25
Karpus Investment Management
New York
$235K 23,043 -500 -2%
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