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 38 institutions that hold shares in the stock, with a total of 2.84 Million shares, which have been reported (via 13F filing form) to have a value of $30.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
415,930
shares
|
$4.41 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
288,281
shares
|
$3.06 Million
0.0% of portfolio
|
Q2 2025
Added 11.66%
|
|
|
Saba Capital Management, L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
230,747
shares
|
$2.45 Million
0.06% of portfolio
|
Q2 2025
Added 8.84%
|
|
|
Shaker Financial Services, LLC
|
Aug 05, 2025 Q2 2025 |
224,964
shares
|
$2.39 Million
0.89% of portfolio
|
Q2 2025
Reduced 8.12%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
155,034
shares
|
$1.64 Million
0.0% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
150,480
shares
|
$1.6 Million
0.03% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Aug 14, 2025 Q2 2025 |
135,375
shares
|
$1.44 Million
0.12% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
133,693
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
123,901
shares
|
$1.31 Million
0.09% of portfolio
|
Q2 2025
Reduced 7.61%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
97,864
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
82,618
shares
|
$876,576
0.0% of portfolio
|
Q2 2025
Added 41.99%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
78,722
shares
|
$835,240
0.0% of portfolio
|
Q2 2025
Added 21.59%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
66,538
shares
|
$705,968
0.01% of portfolio
|
Q2 2025
Reduced 24.89%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
64,426
shares
|
$683,559
0.01% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
57,406
shares
|
$609,077
0.0% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
56,997
shares
|
$604,738
0.0% of portfolio
|
Q2 2025
Reduced 43.33%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
54,694
shares
|
$580,303
0.1% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
46,287
shares
|
$491,105
0.0% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
44,450
shares
|
$471,614
0.0% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
35,162
shares
|
$373,068
0.0% of portfolio
|
Q2 2025
Reduced 19.34%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
32,587
shares
|
$345,748
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Robinson Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
30,308
shares
|
$321,567
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
25,977
shares
|
$275,615
0.0% of portfolio
|
Q2 2025
Reduced 11.53%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
25,951
shares
|
$275,340
0.0% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
25,313
shares
|
$268,570
0.0% of portfolio
|
Q2 2025
Reduced 4.97%
|