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 39 institutions that hold shares in the stock, with a total of 2.78 Million shares, which have been reported (via 13F filing form) to have a value of $29.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
429,810
shares
|
$4.58 Million
0.0% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
254,824
shares
|
$2.71 Million
0.0% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
249,606
shares
|
$2.66 Million
1.01% of portfolio
|
Q4 2024
Added 39.75%
|
|
|
Saba Capital Management, L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
212,009
shares
|
$2.26 Million
0.05% of portfolio
|
Q3 2024
Added 53.42%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
153,912
shares
|
$1.64 Million
0.0% of portfolio
|
Q4 2024
Added 13.9%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
149,241
shares
|
$1.59 Million
0.03% of portfolio
|
Q4 2024
Added 13.77%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
139,082
shares
|
$1.48 Million
0.08% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
131,821
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
Added 16.21%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
125,805
shares
|
$1.34 Million
0.01% of portfolio
|
Q4 2024
Reduced 19.91%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
100,502
shares
|
$1.07 Million
0.08% of portfolio
|
Q4 2024
Added 38.04%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
82,710
shares
|
$880,861
0.0% of portfolio
|
Q4 2024
Added 10.84%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
69,373
shares
|
$738,822
0.0% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
65,374
shares
|
$696,233
0.01% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
49,483
shares
|
$526,993
0.0% of portfolio
|
Q4 2024
Reduced 78.01%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
49,235
shares
|
$524,352
0.0% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
47,264
shares
|
$503,361
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
46,966
shares
|
$500,187
0.0% of portfolio
|
Q4 2024
Added 30.26%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
41,649
shares
|
$443,561
0.09% of portfolio
|
Q4 2024
Added 113.83%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
34,582
shares
|
$368,298
0.0% of portfolio
|
Q4 2024
Reduced 7.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
32,487
shares
|
$345,986
0.0% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
31,180
shares
|
$332,067
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Robinson Capital Management, LLC
|
Jan 31, 2025 Q4 2024 |
30,308
shares
|
$322,780
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
26,917
shares
|
$286,666
0.01% of portfolio
|
Q4 2024
Reduced 29.3%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
25,615
shares
|
$272,799
0.12% of portfolio
|
Q4 2024
Reduced 39.79%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Feb 14, 2025 Q4 2024 |
23,043
shares
|
$245,407
0.01% of portfolio
|
Q4 2024
Reduced 2.12%
|