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

John Hancock Hedged Equity & Income Fund logo
$10.59 -0.05 (-0.47%)
Closing price 03:58 PM Eastern
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$10.60 +0.01 (+0.05%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for John Hancock Hedged Equity & Income Fund (NYSE:HEQ)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$5.52M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$4.16M
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HEQ Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/19/2025B. Riley Wealth Advisors Inc.15,869$168K0.0%N/A0.000%
8/15/2025Bank of America Corp DE288,281$3.05M0.0%+11.7%0.000%
8/15/2025Ameriprise Financial Inc.57,406$607K0.0%-4.4%0.000%
8/15/2025AQR Arbitrage LLC123,901$1.31M0.0%-7.6%0.000%
8/13/2025Invesco Ltd.82,618$874K0.0%+42.0%0.000%
8/12/2025Advisors Asset Management Inc.64,426$682K0.0%-1.5%0.000%
8/5/2025Shaker Financial Services LLC224,964$2.38M0.8%-8.1%0.000%
8/4/2025Kovack Advisors Inc.18,895$200K0.0%+11.2%0.000%
8/4/2025Wolverine Asset Management LLC66,538$704K0.0%-24.9%0.000%
8/1/2025Envestnet Asset Management Inc.133,693$1.41M0.0%+2.4%0.000%
5/16/2025AQR Arbitrage LLC134,107$1.39M0.0%-3.6%0.000%
5/16/2025Almitas Capital LLC12,667$132K0.0%N/A0.000%
5/16/20251607 Capital Partners LLC143,675$1.49M0.1%+43.0%0.000%
5/15/2025Royal Bank of Canada43,140$449K0.0%+24.7%0.000%
5/15/2025Landscape Capital Management L.L.C.13,948$145K0.0%-24.9%0.000%
5/12/2025Invesco Ltd.58,187$605K0.0%+17.6%0.000%
5/12/2025Wolverine Asset Management LLC88,582$921K0.0%+229.1%0.000%
5/9/2025Shaker Financial Services LLC244,857$2.55M1.0%-1.9%0.000%
5/6/2025Kovack Advisors Inc.16,987$177K0.0%+14.3%0.000%
5/5/2025Blue Bell Private Wealth Management LLC52,124$542K0.1%+25.2%0.000%
4/29/2025Envestnet Asset Management Inc.130,522$1.36M0.0%-1.0%0.000%
2/17/2025Quantedge Capital Pte Ltd12,770$130K0.0%-28.5%0.000%
2/17/2025Logan Stone Capital LLC25,615$262K0.1%-39.8%0.000%
2/17/2025Bank of America Corp DE254,824$2.60M0.0%+6.9%0.000%
2/14/2025AQR Arbitrage LLC139,082$1.42M0.0%-7.1%0.000%
2/14/2025Jane Street Group LLC31,180$318K0.0%N/A0.000%
2/14/2025Shaker Financial Services LLC249,606$2.55M1.0%+39.8%0.000%
2/13/20251607 Capital Partners LLC100,502$1.03M0.1%+38.0%0.000%
2/13/2025Guggenheim Capital LLC125,805$1.28M0.0%-19.9%0.000%
2/13/2025Raymond James Financial Inc.21,976$224K0.0%N/A0.000%
2/13/2025Invesco Ltd.49,483$505K0.0%-78.0%0.000%
2/13/2025Envestnet Asset Management Inc.131,821$1.35M0.0%+16.2%0.000%
2/13/2025Wells Fargo & Company MN82,710$844K0.0%+10.8%0.000%
2/12/2025Landscape Capital Management L.L.C.18,576$190K0.0%-39.4%0.000%
2/11/2025LPL Financial LLC32,487$332K0.0%-4.9%0.000%
2/10/2025Commonwealth Equity Services LLC153,912$1.57M0.0%+13.9%0.000%
2/10/2025Avantax Advisory Services Inc.17,357$177K0.0%+12.9%0.000%
2/7/2025Blue Bell Private Wealth Management LLC41,649$425K0.1%+113.8%0.000%
2/6/2025Raymond James Financial Inc.21,976$224K0.0%N/A0.000%
2/5/2025Kovack Advisors Inc.14,859$152K0.0%+12.3%0.000%
2/3/2025Wolverine Asset Management LLC26,917$275K0.0%-29.3%0.000%
1/31/2025Robinson Capital Management LLC30,308$309K0.1%N/A0.000%
1/30/2025Principal Securities Inc.149,241$1.52M0.0%+13.8%0.000%
1/27/2025Silverlake Wealth Management LLC10,208$104K0.0%-8.9%0.000%
11/9/2024Landscape Capital Management L.L.C.30,677$337K0.0%-45.3%0.000%
11/6/2024Kovack Advisors Inc.13,227$145K0.0%+23.0%0.000%
11/4/2024Wolverine Asset Management LLC38,073$418K0.0%-39.3%0.000%
10/31/2024Shaker Financial Services LLC178,607$1.96M0.7%-6.5%0.000%
10/10/2024Silverlake Wealth Management LLC11,208$123K0.0%-8.7%0.000%
8/19/2024B. Riley Wealth Advisors Inc.48,914$508K0.0%+9.1%0.000%
8/15/2024Logan Stone Capital LLC68,435$711K0.2%+8.5%0.000%
8/3/2024Shaker Financial Services LLC190,950$1.98M0.8%-4.7%0.000%
8/2/2024Wolverine Asset Management LLC62,703$651K0.0%-40.2%0.000%
7/31/2024Commonwealth Equity Services LLC138,969$1.44M0.0%+1.7%0.000%
5/17/2024Vima LLC38,620$449K0.1%N/A0.000%
5/16/2024B. Riley Wealth Advisors Inc.44,836$429K0.0%-5.4%0.000%
5/14/2024Advisors Asset Management Inc.62,271$653K0.0%N/A0.000%
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%
1/25/2024Blue Bell Private Wealth Management LLC4,100$41K0.0%N/A0.000%
1/16/2024Raymond 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%
4/14/2023Raymond 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%
10/25/2022Raymond 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%
8/2/2022CX 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%
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%
(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, 30 institutional investors and hedge funds held shares of John Hancock Hedged Equity & Income Fund. The most heavily invested institutionals were Bank of America Corp DE ($3.05M), Shaker Financial Services LLC ($2.38M), Commonwealth Equity Services LLC ($1.57M), Principal Securities Inc. ($1.52M), 1607 Capital Partners LLC ($1.49M), Envestnet Asset Management Inc. ($1.41M), and AQR Arbitrage LLC ($1.31M).Learn more on John Hancock Hedged Equity & Income Fund's institutional investors.

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

Of the 26 institutional investors that purchased John Hancock Hedged Equity & Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Shaker Financial Services LLC ($179.79K), Wolverine Asset Management LLC ($149.87K), Principal Securities Inc. ($134.46K), 1607 Capital Partners LLC ($132.53K), Advisors Asset Management Inc. ($62.27K), Bank of America Corp DE ($46.52K), and Raymond James Financial Inc. ($43.95K).

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

Institutional investors have bought a total of 534,988 shares in the last 24 months. This purchase volume represents approximately $5.52M in transactions.

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

Of the 13 institutional investors that sold John Hancock Hedged Equity & Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Invesco Ltd. ($175.59K), Wolverine Asset Management LLC ($57.83K), Landscape Capital Management L.L.C. ($42.10K), Shaker Financial Services LLC ($36.99K), Guggenheim Capital LLC ($31.27K), AQR Arbitrage LLC ($25.84K), and Logan Stone Capital LLC ($16.93K).

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

Institutional investors have sold a total of 400,299 shares in the last 24 months. This volume of shares sold represents approximately $4.16M in transactions.


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This page (NYSE:HEQ) was last updated on 10/9/2025 by MarketBeat.com Staff
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