Institutional Ownership John Hancock Hedged Equity & Income Fund (HEQ)
This table provides information about the institutional ownership of John Hancock Hedged Equity & Income Fund (HEQ). We have compiled data on the 36 institutions that hold shares in the stock, with a total of 2.83 Million shares, which have been reported (via 13F filing form) to have a value of $30 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
424,376
shares
|
$4.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
258,179
shares
|
$2.73 Million
0.0% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
244,857
shares
|
$2.59 Million
1.03% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Saba Capital Management, L.P.
New York, NY |
May 15, 2025 Q1 2025 |
212,009
shares
|
$2.24 Million
0.06% of portfolio
|
Q3 2024
Added 53.42%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
153,537
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
149,241
shares
|
$1.58 Million
0.03% of portfolio
|
Q4 2024
Added 13.77%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
May 15, 2025 Q1 2025 |
143,675
shares
|
$1.52 Million
0.12% of portfolio
|
Q1 2025
Added 42.96%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
134,107
shares
|
$1.42 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
130,522
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
100,570
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
Reduced 20.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
98,594
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Added 19.2%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
88,582
shares
|
$936,311
0.02% of portfolio
|
Q1 2025
Added 229.09%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
65,374
shares
|
$691,003
0.01% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
64,742
shares
|
$684,322
0.0% of portfolio
|
Q1 2025
Reduced 6.68%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
60,076
shares
|
$635,003
0.0% of portfolio
|
Q1 2025
Added 22.02%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
58,187
shares
|
$615,036
0.0% of portfolio
|
Q1 2025
Added 17.59%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
52,124
shares
|
$550,950
0.11% of portfolio
|
Q1 2025
Added 25.15%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
46,500
shares
|
$491,505
0.0% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
43,595
shares
|
$460,799
0.0% of portfolio
|
Q1 2025
Added 114.81%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
43,140
shares
|
$455,989
0.0% of portfolio
|
Q1 2025
Added 24.75%
|
|
|
Robinson Capital Management, LLC
|
May 13, 2025 Q1 2025 |
30,308
shares
|
$320,355
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
29,364
shares
|
$310,377
0.0% of portfolio
|
Q1 2025
Reduced 9.61%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
26,638
shares
|
$281,563
0.0% of portfolio
|
Q1 2025
Reduced 43.28%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
26,073
shares
|
$275,591
0.0% of portfolio
|
Q1 2025
Added 18.64%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
May 14, 2025 Q1 2025 |
22,593
shares
|
$238,808
0.01% of portfolio
|
Q1 2025
Reduced 1.95%
|