John Hancock Hedged Equity & Income Fund (HEQ)

• Market cap: $124M
• 1 day: 0.00%
• 5 days: -0.68%
• 1 month: -6.22%
• 3 months: -6.31%
• 6 months: -1.16%
• Year to date: -0.29%
• 1 year: 0.49%
• 5 years: -31.39%
• 10 years: -36.45%

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 Q3 regulatory filings by fund managers ($100M+ AUM)

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

2.88% less ownership

Funds ownership: 24.99% [Q2] → 22.11% (-2.88%) [Q3]

6% less funds holding

Funds holding: 34 [Q2] → 32 (-2) [Q3]

7% less capital invested

Capital invested by funds: $31.5M [Q2] → $29.5M (-$2.08M) [Q3]

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3