Free Trial

John Hancock Hedged Equity & Income Fund (HEQ) Institutional Ownership

→ The 2024 Gold Rush: Unleashing Market Potential (From Priority Gold) (Ad)
Free HEQ Stock Alerts
$10.23
+0.04 (+0.39%)
(As of 05/6/2024 ET)
Compare
Stock AnalysisChartCompetitorsDividendFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestSocial Media

Institutional Ownership Changes (13F Filings) for John Hancock Hedged Equity & Income Fund (NYSE:HEQ)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$6.83M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$1.65M
Get HEQ Insider Trade Alerts

Want to know when executives and insiders are buying or selling John Hancock Hedged Equity & Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

HEQ Institutional Buying and Selling by Quarter

John Hancock Hedged Equity & Income Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2024Commonwealth Equity Services LLC136,611$1.43M0.0%+1.1%0.000%
3/15/2024B. Riley Wealth Advisors Inc.47,409$476K0.0%+5.7%0.000%
2/13/2024Quantedge Capital Pte Ltd13,274$133K0.1%N/A0.000%
2/13/20241607 Capital Partners LLC61,666$620K0.0%+93.1%0.000%
2/7/2024Shaker Financial Services LLC222,476$2.24M0.9%-9.0%0.000%
2/7/2024Principal Securities Inc.116,395$1.17M0.0%N/A0.000%
1/25/2024 Blue Bell Private Wealth Management LLC4,100$41K0.0%N/A0.000%
1/16/2024 Raymond James & Associates16,999$171K0.0%+10.3%0.000%
12/1/2023B. Riley Wealth Advisors Inc.44,836$429K0.0%+4.7%0.000%
11/15/20231607 Capital Partners LLC31,936$306K0.0%N/A0.000%
11/14/2023AQR Arbitrage LLC31,477$301K0.0%N/A0.000%
11/13/2023Wolverine Asset Management LLC160,695$1.54M0.0%+121.7%0.000%
11/8/2023Landscape Capital Management L.L.C.33,435$320K0.0%+70.2%0.000%
11/2/2023Shaker Financial Services LLC244,613$2.34M1.1%+80.1%0.000%
10/26/2023Advisor Partners II LLC15,673$150K0.0%N/A0.000%
10/23/2023Commonwealth Equity Services LLC136,228$1.30M0.0%-1.2%0.000%
8/11/2023Landscape Capital Management L.L.C.19,647$212K0.0%N/A0.000%
8/11/2023Guggenheim Capital LLC75,864$818K0.0%-41.8%0.000%
8/10/2023Commonwealth Equity Services LLC137,928$1.49M0.0%-1.2%0.000%
8/7/2023Wolverine Asset Management LLC72,486$781K0.0%N/A0.000%
8/7/2023Shaker Financial Services LLC135,827$1.46M0.6%+523.9%0.000%
7/31/2023LPL Financial LLC33,155$357K0.0%+28.3%0.000%
7/27/2023B. Riley Wealth Advisors Inc.42,840$462K0.0%+7.9%0.000%
5/11/2023Guggenheim Capital LLC130,300$1.52M0.0%-9.6%0.000%
5/8/2023Shaker Financial Services LLC21,772$253K0.1%-71.8%0.000%
4/14/2023 Raymond James & Associates15,858$184K0.0%-6.2%0.000%
3/15/2023B. Riley Wealth Advisors Inc.32,852$378K0.0%+21.0%0.000%
2/7/2023Commonwealth Equity Services LLC137,815$1.58M0.0%+0.7%0.000%
2/7/2023Envestnet Asset Management Inc.35,221$405K0.0%N/A0.000%
2/3/2023Shaker Financial Services LLC77,172$887K0.4%N/A0.000%
2/1/2023Wolverine Asset Management LLC10,235$118K0.0%N/A0.000%
11/14/2022Guggenheim Capital LLC176,139$2.08M0.0%-5.7%0.000%
11/10/2022Strategic Wealth Advisors Group LLC18,000$212K0.0%N/A0.000%
10/25/2022 Raymond James Financial Services Advisors Inc.10,863$128K0.0%N/A0.000%
10/4/2022Csenge Advisory Group13,030$153K0.0%N/A0.000%
8/11/2022Sigma Planning Corp10,217$120K0.0%N/A0.000%
8/2/2022 CX Institutional2,174$26K0.0%N/A0.000%
8/1/2022Shaker Financial Services LLC51,927$611K0.3%+35.8%0.000%
7/19/2022Commonwealth Equity Services LLC138,608$1.63M0.0%+1.3%0.000%
5/6/2022Shaker Financial Services LLC38,228$497K0.2%-80.8%0.000%
Elon to Transform U.S. Economy? (Ad)

A radical, potentially game-changing technology that threatens to destroy the trillion-dollar, “green energy” grift of the elites. And yet, while it threatens their wealth and power, it could be transformational for both the U.S. economy and your wealth.

One company holds a near-total monopoly on it.
5/4/2022Advisor Group Holdings Inc.128,978$1.68M0.0%-3.5%0.000%
5/4/2022Commonwealth Equity Services LLC136,881$1.78M0.0%+5.1%0.000%
2/14/2022Guggenheim Capital LLC253,496$3.30M0.0%+23.6%0.000%
2/8/2022 Raymond James & Associates15,517$202K0.0%-4.9%0.000%
2/7/2022Shaker Financial Services LLC199,186$2.59M0.9%+999.3%0.000%
2/3/2022Advisor Group Holdings Inc.133,662$1.74M0.0%-6.6%0.000%
1/31/2022Commonwealth Equity Services LLC130,184$1.69M0.0%+6.3%0.000%
11/16/2021Cetera Advisor Networks LLC11,915$150K0.0%-56.7%0.000%
11/16/2021National Asset Management Inc.17,461$220K0.0%+13.5%0.000%
11/15/2021Guggenheim Capital LLC205,118$2.57M0.0%+68.7%0.000%
11/15/2021Morgan Stanley1,224,523$15.37M0.0%-13.2%0.000%
11/15/2021Invesco Ltd.146,665$1.84M0.0%-24.2%0.000%
11/5/2021Advisor Group Holdings Inc.143,140$1.80M0.0%-1.2%0.000%
11/2/2021Shaker Financial Services LLC18,120$227K0.1%N/A0.000%
11/2/2021 Raymond James Financial Services Advisors Inc.11,461$144K0.0%-31.7%0.000%
11/2/2021 Raymond James & Associates16,308$205K0.0%+5.1%0.000%
10/29/2021Commonwealth Equity Services LLC122,467$1.54M0.0%+6.9%0.000%
9/17/2021Virtu Financial LLC14,390$191K0.0%N/A0.000%
8/17/2021Invesco Ltd.193,576$2.57M0.0%-8.9%0.000%
8/16/2021Morgan Stanley1,410,405$18.72M0.0%-14.4%0.000%
8/12/2021Advisory Services Network LLC4,651$62K0.0%N/A0.000%
8/11/2021Commonwealth Equity Services LLC114,520$1.52M0.0%+7.3%0.000%
8/4/2021 CX Institutional2,174$29K0.0%N/A0.000%
8/2/2021Advisor Group Holdings Inc.144,906$1.92M0.0%-21.5%0.000%
7/31/2021Advisors Asset Management Inc.82,650$1.10M0.0%-35.1%0.000%
5/18/2021Morgan Stanley1,647,202$19.85M0.0%+8.5%0.000%
5/17/2021Quantedge Capital Pte Ltd10,400$125K0.1%N/A0.000%
5/13/2021Guggenheim Capital LLC213,050$2.57M0.0%+0.6%0.000%
5/13/2021Wolverine Asset Management LLC120,069$1.45M0.0%-25.8%0.000%
5/12/2021UBS Group AG96,922$1.17M0.0%+18.2%0.000%
5/11/2021Mid Atlantic Financial Management Inc. ADV34,800$419K0.0%+43.8%0.000%
5/7/2021Advisors Asset Management Inc.127,255$1.53M0.0%-29.7%0.000%
5/7/2021Sowell Financial Services LLC2,028$25K0.0%N/A0.000%
5/4/2021Commonwealth Equity Services LLC106,770$1.29M0.0%+5.1%0.000%
4/27/2021 Capital Investment Advisors LLC11,000$133K0.0%-8.3%0.000%
2/17/2021Cetera Advisor Networks LLC32,000$366K0.0%-20.6%0.000%
2/16/2021Morgan Stanley1,518,630$17.37M0.0%+36.4%0.000%
2/16/2021Guggenheim Capital LLC211,691$2.42M0.0%-4.7%0.000%
2/12/2021 Raymond James Financial Services Advisors Inc.13,249$152K0.0%N/A0.000%
2/11/2021Citigroup Inc.20,820$238K0.0%+1,882.9%0.000%
2/10/2021Mid Atlantic Financial Management Inc. ADV24,200$277K0.0%+29.4%0.000%
2/9/2021Wells Fargo & Company MN45,527$521K0.0%-42.5%0.000%
2/9/2021Landscape Capital Management L.L.C.39,469$452K0.1%N/A0.000%
2/4/2021National Asset Management Inc.11,248$129K0.0%N/A0.000%
2/3/2021Shaker Financial Services LLC225,866$2.58M1.1%-3.5%0.000%
1/21/2021 Capital Investment Advisors LLC12,000$137K0.0%N/A0.000%
11/16/2020Advisors Asset Management Inc.264,542$2.79M0.1%-20.0%0.000%
11/13/2020Morgan Stanley1,113,704$11.76M0.0%+2.4%0.000%
11/13/2020Cetera Advisor Networks LLC40,300$426K0.0%+12.3%0.000%
11/13/2020Guggenheim Capital LLC222,039$2.35M0.0%-10.1%0.000%
The Gold Grab of the Century (Ad)

When central banks buy gold… The rich buy right along with them. And central banks are buying at breakneck pace. Last year… 1,037 tons. Just 45 tons less than the record set two years ago.

That's why we have released our Free Precious Metals Investment Guide.
11/9/2020Shaker Financial Services LLC234,031$2.47M1.3%+841.7%0.000%
11/5/2020Commonwealth Equity Services LLC92,436$976K0.0%+13.9%0.000%
11/5/2020Wells Fargo & Company MN79,150$836K0.0%-9.3%0.000%
11/4/2020 Raymond James & Associates19,275$204K0.0%-6.8%0.000%
10/19/2020 CWM LLC4,245$45K0.0%N/A0.000%
8/14/2020Bank of America Corp DE19,539$220K0.0%+5.2%0.000%
8/14/2020Advisor Group Holdings Inc.19,053$215K0.0%-12.1%0.000%
8/12/2020Advisors Asset Management Inc.330,547$3.72M0.1%-10.9%0.000%
8/12/2020Commonwealth Equity Services LLC81,154$912K0.0%+12.0%0.000%
8/6/2020Shaker Financial Services LLC24,853$279K0.2%-81.9%0.000%
(Data available from 1/1/2016 forward)

HEQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HEQ shares?

During the previous two years, 20 institutional investors and hedge funds held shares of John Hancock Hedged Equity & Income Fund. The most heavily invested institutionals were Shaker Financial Services LLC ($2.24M), Wolverine Asset Management LLC ($1.54M), Commonwealth Equity Services LLC ($1.43M), Principal Securities Inc. ($1.17M), Guggenheim Capital LLC ($818K), 1607 Capital Partners LLC ($620K), and B. Riley Wealth Advisors Inc. ($476K).Learn more on HEQ's institutional investors.

Which institutional investors have been buying John Hancock Hedged Equity & Income Fund stock?

Of the 19 institutional investors that purchased John Hancock Hedged Equity & Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Shaker Financial Services LLC ($313.71K), Wolverine Asset Management LLC ($170.93K), Principal Securities Inc. ($116.40K), 1607 Capital Partners LLC ($61.67K), Envestnet Asset Management Inc. ($35.22K), Landscape Capital Management L.L.C. ($33.44K), and AQR Arbitrage LLC ($31.48K).

How much institutional buying is happening at John Hancock Hedged Equity & Income Fund?

Institutional investors have bought a total of 876,637 shares in the last 24 months. This purchase volume represents approximately $9.14M in transactions.

Which John Hancock Hedged Equity & Income Fund major shareholders have been selling company stock?

The following institutional investors have sold John Hancock Hedged Equity & Income Fund stock in the last 24 months: Shaker Financial Services LLC ($238.50K), Guggenheim Capital LLC ($78.86K), Commonwealth Equity Services LLC ($3.38K), and Raymond James & Associates ($1.05K).

How much institutional selling is happening at John Hancock Hedged Equity & Income Fund?

Institutional investors have sold a total of 321,782 shares in the last 24 months. This volume of shares sold represents approximately $3.88M in transactions.


Related Companies:
This page (NYSE:HEQ) was last updated on 5/6/2024 by MarketBeat.com Staff

From Our Partners
The 2024 Gold Rush: Unleashing Market Potential
Priority Gold
Could Your Accounts Be Frozen?
Allegiance Gold
AI “wealth window” is closing June 25th
Paradigm Press
The asset beating inflation by 4x
Colonial Metals
He Is Giving Away Bitcoin
Crypto Swap Profits
Missed NVDA? Buy this AI stock NOW
Chaikin Analytics
Elon to Transform U.S. Economy?
Porter & Company
RSVP: Charles Payne’s Cash Flow Workshop
Unstoppable Prosperity