John Hancock Hedged Equity and Income (HEQ) : Shaker Financial Services added new position in John Hancock Hedged Equity and Income during the most recent quarter end. The investment management firm now holds 127,273 shares of John Hancock Hedged Equity and Income which is valued at $1,953,641 , the company said in a statement filed on Aug 1, 2016 with the SEC.John Hancock Hedged Equity and Income makes up approximately 1.32% of Shaker Financial Services’s portfolio.
Other Hedge Funds, Including , Blue Bell Private Wealth Management reduced its stake in HEQ by selling 19,449 shares or 47.93% in the most recent quarter. The Hedge Fund company now holds 21,125 shares of HEQ which is valued at $324,797. John Hancock Hedged Equity and Income makes up approx 0.20% of Blue Bell Private Wealth Management’s portfolio.
John Hancock Hedged Equity & Income Fund (the Fund) is a closed-end management investment company. The Fund’s investment objective is to provide total return with a focus on current income and gains and also consisting of long-term capital appreciation. Normally the Fund will invest at least 80% of its net assets (assets plus borrowings for investment purposes) in equity and equity-related securities including common stock preferred stock depositary receipts (including American depositary receipts and global depositary receipts) index-related securities (including exchange-traded funds) options on equity securities and equity indexes real estate investment structures (including real estate investment trusts) convertible securities private placements convertible preferred stock rights warrants derivatives linked to equity securities or indexes and other similar equity equivalents. John Hancock Advisers LLC (the Advisor) serves as investment advisor for the Fund.