Top 5 Stocks to Buy Now >
→ Trump is positioned. Elon lights the fuse. (From Crypto 101 Media) (Ad)tc pixel Free HEQ Stock Alerts

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

John Hancock Hedged Equity & Income Fund logo
$11.33 -0.07 (-0.61%)
Closing price 03:59 PM Eastern
Extended Trading
$11.33 0.00 (0.00%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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)
$10.76M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$3.96M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Bank of America Corp DE304,521$3.31M0.0%+4.1%0.000%
5/8/2026 PNC Financial Services Group Inc.10,000$109K0.0%N/A0.000%
5/8/2026 Bulldog Investors LLP558,291$6.06M1.4%+46.2%0.000%
5/1/2026 Fifth Third Bancorp4,285$47K0.0%N/A0.000%
4/30/2026 Kestra Advisory Services LLC38,463$418K0.0%-13.3%0.000%
2/19/2026 Invesco Ltd.119,455$1.28M0.0%+28.9%0.000%
2/18/2026 XTX Topco Ltd13,350$144K0.0%N/A0.000%
2/18/2026 Saba Capital Management L.P.281,328$3.02M0.1%+11.0%0.000%
2/18/2026 1607 Capital Partners LLC129,782$1.40M0.1%+6.1%0.000%
2/17/2026 AQR Arbitrage LLC76,020$817K0.0%-34.4%0.000%
2/17/2026 Kovack Advisors Inc.53,236$572K0.0%+130.9%0.000%
2/17/2026 Osaic Holdings Inc.34,402$370K0.0%-9.7%0.000%
2/17/2026 &PARTNERS16,232$174K0.0%N/A0.000%
2/16/2026 Verition Fund Management LLC36,559$393K0.0%+37.7%0.000%
2/13/2026 Kestra Advisory Services LLC44,387$477K0.0%+5.4%0.000%
2/13/2026 Bulldog Investors LLP381,764$4.10M0.9%N/A0.000%
2/13/2026 Wells Fargo & Company MN68,080$732K0.0%-30.4%0.000%
2/12/2026 Advisors 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%
2/12/2026 Principal 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%
2/11/2026 LPL Financial LLC43,983$473K0.0%+34.5%0.000%
2/9/2026 Blue Bell Private Wealth Management LLC97,987$1.05M0.2%+22.6%0.000%
2/2/2026 Wolverine 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%
11/17/2025 Verition Fund Management LLC26,559$283K0.0%N/A0.000%
11/17/2025 1607 Capital Partners LLC122,340$1.30M0.1%-9.6%0.000%
11/17/2025 Ameriprise Financial Inc.65,693$700K0.0%+14.4%0.000%
11/14/2025 AQR Arbitrage LLC115,857$1.23M0.0%-6.5%0.000%
11/14/2025 Two Sigma Investments LP27,364$291K0.0%-16.0%0.000%
11/10/2025 Kovack Advisors Inc.23,060$246K0.0%+22.0%0.000%
11/5/2025 Envestnet Asset Management Inc.138,049$1.47M0.0%+3.3%0.000%
10/28/2025 Wolverine 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%
10/22/2025 Blue 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%
8/15/2025 Bank of America Corp DE288,281$3.05M0.0%+11.7%0.000%
8/15/2025 Ameriprise Financial Inc.57,406$607K0.0%-4.4%0.000%
8/15/2025 AQR Arbitrage LLC123,901$1.31M0.0%-7.6%0.000%
Trump's gold order: the announcement they won't put on the front page (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

Request the free guide in 30 seconds and get positioned now
8/13/2025 Invesco Ltd.82,618$874K0.0%+42.0%0.000%
8/12/2025 Advisors 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%
8/4/2025 Wolverine Asset Management LLC66,538$704K0.0%-24.9%0.000%
8/1/2025 Envestnet 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%
This is the worst news for stocks in 50 years (Ad)

Goldman Sachs and Morgan Stanley are issuing a rare warning: what's ahead for U.S. stocks could be the worst environment in 50 years - with portfolios potentially staying in the red for 10 years or longer. From rate spikes in 2022 to $12 trillion wiped out in 30 days during the Iran War, Wall Street suggests the volatility isn't slowing down. TradeSmith CEO Keith Kaplan is showing investors what steps to take now to prepare their wealth before this worsens.tc pixel

Click here to learn how to defend your portfolio before this hits
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 1,001,260 shares in the last 24 months. This purchase volume represents approximately $10.76M 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), Wolverine Asset Management LLC ($63.84K), AQR Arbitrage LLC ($58.09K), Advisors Asset Management Inc. ($43.10K), 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 369,689 shares in the last 24 months. This volume of shares sold represents approximately $3.96M in transactions.


Related Companies

This page (NYSE:HEQ) was last updated on 6/18/2026 by MarketBeat.com Staff.
From Our Partners
AI Breakthrough Could Soon Reorder Stock Market Winners and Losers
A powerful new form of AI has emerged from a Silicon Valley firm - and Marc Chaikin believes it could fundamen...
Chaikin Analytics | Sponsoredtc pixel
This is the worst news for stocks in 50 years
Goldman Sachs and Morgan Stanley are issuing a rare warning: what's ahead for U.S. stocks could be the worst e...
TradeSmith | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
DOJ Admits It In Court—Your Cash Can Be Seized Without Warning
The Department of Justice recently argued in court that cash may not be legally your property - raising concer...
Priority Gold | Sponsoredtc pixel
How to play the Biggest IPO in stock market history!
SpaceX is eyeing a near-$2 trillion IPO valuation, and retail investors are already lining up - but early insi...
InvestPub | Sponsoredtc pixel
This Could Be the Biggest Monetary Shift in 50 Years
Tucked inside U.S. Code Title 31, Section 5117 is a provision allowing the Treasury to reprice America's gold ...
Americas Gold Company | Sponsoredtc pixel
A 3M Oz. Historical Gold Resource And A Market That Hasn't Caught Up
One Canadian junior explorer controls a gold and copper system in British Columbia's Kootenay Golden Arc - a d...
Wall Street Logic | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel