Free Trial
→ A letter from Shannon Stansberry (From Porter & Company) (Ad)tc pixel Free HEQ Stock Alerts

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

John Hancock Hedged Equity & Income Fund logo
$11.30 +0.22 (+1.99%)
Closing price 10/9/2026 03:57 PM Eastern
Extended Trading
$11.30 0.00 (0.00%)
As of 10/9/2026 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)
$10.08M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$3.41M
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
8/22/2026Advisory Solutions Group LLC10,402$119K0.0%N/A0.000%
8/22/2026NWF Advisory Services Inc.15,400$177K0.0%-16.3%0.000%
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%
4/30/2026Kestra 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%
2/17/2026Kovack 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%
2/13/2026Kestra 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%
2/12/2026Commonwealth 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%
2/12/2026Kovack 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%
1/26/2026Shaker Financial Services LLC133,072$1.43M0.5%-46.2%0.000%
1/12/2026Sax 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%
11/10/2025Kovack 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%
10/22/2025Shaker 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%
8/19/2025B. 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%
Trump goes "all-in" on Grand Canyon energy breakthrough (Ad)

A drilling crew near the Grand Canyon uncovered a clean energy well producing nearly eight times the output of Saudi Arabia's largest oil field, with potential to last two million years. While the One Big Beautiful Bill Act eliminated federal credits for solar, wind, and EVs, this energy source was reclassified alongside oil and nuclear power and given eight years of tax credits. Google signed a 15-year contract, and Bill Gates committed $100 million. One company controls the entire supply chain behind this discovery.tc pixel

See the ticker behind this Grand Canyon energy breakthrough now
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%
New Chip takes minutes, not days (Ad)

George Gilder believes today's AI data centers could become tomorrow's typewriters - replaced by a single wafer-scale chip that does in minutes what current AI needs days to finish. Unlike conventional chips cut from silicon wafers, this technology uses the entire wafer as one giant chip, running on a fraction of the power. Gilder won't name the company publicly, but he's ready to hand it over.tc pixel

See the chip George Gilder says could retire today's AI
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%


HEQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 40 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 936,181 shares in the last 24 months. This purchase volume represents approximately $10.08M 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 ($114.10K), AQR Arbitrage LLC ($47.88K), Advisors Asset Management Inc. ($42.15K), 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 316,928 shares in the last 24 months. This volume of shares sold represents approximately $3.41M in transactions.


Related Companies

Institutional ownership data for NYSE:HEQ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Trump’s issues shocking Executive Order on U.S. Dollar
Three days into his second term, President Trump signed Executive Order 14178 a move the press barely covered....
Banyan Hill Publishing | Sponsoredtc pixel
A weekly dividend fund holding Nvidia and Palantir
CrowdStrike, Palantir, Nvidia none of them pay a real dividend. But one fund holding the biggest AI names dist...
Investors Alley | Sponsoredtc pixel
New Chip takes minutes, not days
George Gilder believes today's AI data centers could become tomorrow's typewriters - replaced by a single wafe...
Eagle Publishing | Sponsoredtc pixel
A letter from Shannon Stansberry
Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down ye...
Porter & Company | Sponsoredtc pixel
The only 5 stocks that matter
SpaceX's IPO reportedly minted 4,400 new millionaires, and OpenAI is said to be eyeing a 1 trillion dollar IPO...
TradeSmith | Sponsoredtc pixel
Tech expert smashes iPhone with golf club
Twenty years ago, Josh Baylin told Congress the iPhone was coming, three years before it launched. A $1,500 be...
Stansberry Research | Sponsoredtc pixel
Elon’s Hiding a Potential $20 Trillion Monster Inside Tesla
Elon Musk says there is a product inside Tesla's factories he calls the biggest ever made, ten times bigger th...
StocksToTrade | Sponsoredtc pixel
Federal Reserve Reveals Disturbing New Plan To Control Your Money
Docket No. OP-1670 is drawing attention for what it reveals about the Federal Reserve's next move. Buried on p...
Weiss Ratings | Sponsoredtc pixel