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 35 institutions that hold shares in the stock, with a total of 2.72 Million shares, which have been reported (via 13F filing form) to have a value of $28.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
427,908
shares
|
$4.46 Million
0.0% of portfolio
|
Q1 2024
Reduced 13.31%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 14, 2024 Q1 2024 |
270,578
shares
|
$2.82 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.96%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
266,642
shares
|
$2.78 Million
0.0% of portfolio
|
Q1 2024
Added 11.09%
|
|
|
Shaker Financial Services, LLC
|
May 13, 2024 Q1 2024 |
200,374
shares
|
$2.09 Million
0.82% of portfolio
|
Q1 2024
Reduced 9.93%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
136,611
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2024
Added 1.09%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
May 15, 2024 Q1 2024 |
130,589
shares
|
$1.36 Million
0.08% of portfolio
|
Q1 2024
Added 29.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
115,075
shares
|
$1.2 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.13%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
112,536
shares
|
$1.17 Million
0.01% of portfolio
|
Q1 2024
Added 46.57%
|
|
|
Wolverine Asset Management LLC
|
May 13, 2024 Q1 2024 |
104,770
shares
|
$1.09 Million
0.02% of portfolio
|
Q1 2024
Reduced 34.78%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
May 14, 2024 Q1 2024 |
100,110
shares
|
$1.04 Million
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
78,533
shares
|
$818,313
0.0% of portfolio
|
Q1 2024
Added 28.13%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
74,069
shares
|
$771,798
0.0% of portfolio
|
Q1 2024
Reduced 21.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
72,762
shares
|
$758,180
0.0% of portfolio
|
Q1 2024
Reduced 3.22%
|
|
|
Landscape Capital Management, L.L.C.
|
May 09, 2024 Q1 2024 |
69,343
shares
|
$722,554
0.07% of portfolio
|
Q1 2024
Reduced 8.37%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
63,100
shares
|
$657,502
0.15% of portfolio
|
Q1 2024
Reduced 24.35%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 14, 2024 Q1 2024 |
62,271
shares
|
$648,863
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
May 13, 2024 Q1 2024 |
61,666
shares
|
$642,559
0.05% of portfolio
|
Q4 2023
Added 93.09%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
51,872
shares
|
$540,506
0.0% of portfolio
|
Q1 2024
Added 9.55%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
44,836
shares
|
$467,191
0.01% of portfolio
|
Q1 2024
Reduced 5.43%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
40,132
shares
|
$418,175
0.0% of portfolio
|
Q1 2024
Added 20.12%
|
|
|
Vima LLC
Troy, MI |
May 17, 2024 Q1 2024 |
38,620
shares
|
$402,420
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
35,331
shares
|
$368,149
0.0% of portfolio
|
Q1 2024
Reduced 22.17%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
33,422
shares
|
$348,257
0.0% of portfolio
|
Q1 2024
Reduced 16.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
29,760
shares
|
$310,099
0.0% of portfolio
|
Q1 2024
Reduced 48.37%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
18,000
shares
|
$187,560
0.01% of portfolio
|
Q3 2022
New holding
|
|