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

John Hancock Hedged Equity & Income Fund logo
$11.51 +0.02 (+0.21%)
As of 10:57 AM 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)
20
Total
Institutional Inflows
(last 12 months)
$10.70M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$3.73M
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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
5/19/2026Bank of America Corp DE304,521$3.31M0.0%+4.1%0.000%
5/8/2026PNC Financial Services Group Inc.10,000$109K0.0%N/A0.000%
5/8/2026Bulldog Investors LLP558,291$6.06M1.4%+46.2%0.000%
5/1/2026Fifth Third Bancorp4,285$47K0.0%N/A0.000%
4/30/2026 Kestra Advisory Services LLC38,463$418K0.0%-13.3%0.000%
2/19/2026Invesco Ltd.119,455$1.28M0.0%+28.9%0.000%
2/18/2026XTX Topco Ltd13,350$144K0.0%N/A0.000%
2/18/2026Saba Capital Management L.P.281,328$3.02M0.1%+11.0%0.000%
2/18/20261607 Capital Partners LLC129,782$1.40M0.1%+6.1%0.000%
2/17/2026AQR Arbitrage LLC76,020$817K0.0%-34.4%0.000%
2/17/2026 Kovack Advisors Inc.53,236$572K0.0%+130.9%0.000%
2/17/2026Osaic Holdings Inc.34,402$370K0.0%-9.7%0.000%
2/17/2026&PARTNERS16,232$174K0.0%N/A0.000%
2/16/2026Verition Fund Management LLC36,559$393K0.0%+37.7%0.000%
2/13/2026 Kestra Advisory Services LLC44,387$477K0.0%+5.4%0.000%
2/13/2026Bulldog Investors LLP381,764$4.10M0.9%N/A0.000%
2/13/2026Wells Fargo & Company MN68,080$732K0.0%-30.4%0.000%
2/12/2026Advisors Asset Management Inc.22,424$241K0.0%-65.3%0.000%
2/12/2026 Commonwealth Equity Services LLC150,439$1.62M0.0%-3.4%0.000%
2/12/2026Principal Securities Inc.147,371$1.58M0.0%-3.3%0.000%
2/12/2026 Kovack Advisors Inc.53,236$543K0.0%+130.9%0.000%
2/11/2026LPL Financial LLC43,983$473K0.0%+34.5%0.000%
2/9/2026Blue Bell Private Wealth Management LLC97,987$1.05M0.2%+22.6%0.000%
2/2/2026Wolverine Asset Management LLC47,578$511K0.0%-46.8%0.000%
1/26/2026 Shaker Financial Services LLC133,072$1.43M0.5%-46.2%0.000%
1/12/2026 Sax Wealth Advisors LLC33,953$365K0.0%N/A0.000%
11/17/2025Verition Fund Management LLC26,559$283K0.0%N/A0.000%
11/17/20251607 Capital Partners LLC122,340$1.30M0.1%-9.6%0.000%
11/17/2025Ameriprise Financial Inc.65,693$700K0.0%+14.4%0.000%
11/14/2025AQR Arbitrage LLC115,857$1.23M0.0%-6.5%0.000%
11/14/2025Two Sigma Investments LP27,364$291K0.0%-16.0%0.000%
11/10/2025 Kovack Advisors Inc.23,060$246K0.0%+22.0%0.000%
11/5/2025Envestnet Asset Management Inc.138,049$1.47M0.0%+3.3%0.000%
10/28/2025Wolverine Asset Management LLC89,370$952K0.0%+34.3%0.000%
10/22/2025 Shaker Financial Services LLC247,175$2.63M0.9%+9.9%0.000%
10/22/2025Blue Bell Private Wealth Management LLC79,920$851K0.1%+46.1%0.000%
8/19/2025 B. 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%
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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%
8/5/2025 Shaker Financial Services LLC224,964$2.38M0.8%-8.1%0.000%
8/4/2025 Kovack 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%
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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%


HEQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 38 institutional investors and hedge funds held shares of John Hancock Hedged Equity & Income Fund. The most heavily invested institutionals were Bulldog Investors LLP ($6.06M), Bank of America Corp DE ($3.31M), Saba Capital Management L.P. ($3.02M), Commonwealth Equity Services LLC ($1.62M), Principal Securities Inc. ($1.58M), Envestnet Asset Management Inc. ($1.47M), and Shaker Financial Services LLC ($1.43M).Learn more on John Hancock Hedged Equity & Income Fund's institutional investors.

Of the 30 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: Bulldog Investors LLP ($558.29K), Shaker Financial Services LLC ($93.21K), Wolverine Asset Management LLC ($84.50K), 1607 Capital Partners LLC ($78.31K), Blue Bell Private Wealth Management LLC ($75.94K), Kovack Advisors Inc. ($72.66K), and Invesco Ltd. ($59.88K).

Institutional investors have bought a total of 996,181 shares in the last 24 months. This purchase volume represents approximately $10.70M in transactions.

Of the 12 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: Shaker Financial Services LLC ($134.00K), AQR Arbitrage LLC ($58.09K), Advisors Asset Management Inc. ($43.10K), Wolverine Asset Management LLC ($41.79K), Wells Fargo & Company MN ($29.79K), 1607 Capital Partners LLC ($13.04K), and Kestra Advisory Services LLC ($5.92K).

Institutional investors have sold a total of 347,645 shares in the last 24 months. This volume of shares sold represents approximately $3.73M in transactions.


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This page (NYSE:HEQ) was last updated on 8/4/2026 by MarketBeat.com Staff.
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