John Hancock Hedged Equity & Income FundHEQ
Market Cap: $131M
About: John Hancock Hedged Equity & Income Fund is a closed-end management investment company. Its investment objective is to provide total return with a focus on current income and gains and also consisting of long-term capital appreciation. It invests in various sectors such as financials, consumer discretionary, information technology, energy, healthcare, materials, real estate, consumer staples, short-term investments, and others.
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
10% more funds holding
Funds holding: 31 [Q1] → 34 (+3) [Q2]
3.83% less ownership
Funds ownership: 25.6% [Q1] → 21.77% (-3.83%) [Q2]
16% less capital invested
Capital invested by funds: $32.6M [Q1] → $27.5M (-$5.16M) [Q2]
Research analyst outlook
We haven’t received any recent analyst ratings for HEQ.