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

$10.27 +0.06 (+0.59%)
(As of 12/20/2024 04:33 PM ET)
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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)
11
Total
Institutional Inflows
(last 12 months)
$2.91M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.48M
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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
11/9/2024 Landscape Capital Management L.L.C.30,677$337K0.0%-45.3%0.000%
11/6/2024 Kovack Advisors Inc.13,227$145K0.0%+23.0%0.000%
11/4/2024 Wolverine Asset Management LLC38,073$418K0.0%-39.3%0.000%
10/31/2024 Shaker Financial Services LLC178,607$1.96M0.7%-6.5%0.000%
10/10/2024 Silverlake Wealth Management LLC11,208$123K0.0%-8.7%0.000%
8/19/2024 B. Riley Wealth Advisors Inc.48,914$508K0.0%+9.1%0.000%
8/15/2024 Logan Stone Capital LLC68,435$711K0.2%+8.5%0.000%
8/3/2024 Shaker Financial Services LLC190,950$1.98M0.8%-4.7%0.000%
8/2/2024 Wolverine Asset Management LLC62,703$651K0.0%-40.2%0.000%
7/31/2024Commonwealth Equity Services LLC138,969$1.44M0.0%+1.7%0.000%
5/17/2024 Vima LLC38,620$449K0.1%N/A0.000%
5/16/2024 B. Riley Wealth Advisors Inc.44,836$429K0.0%-5.4%0.000%
5/14/2024 Advisors Asset Management Inc.62,271$653K0.0%N/A0.000%
4/30/2024Commonwealth Equity Services LLC136,611$1.43M0.0%+1.1%0.000%
3/15/2024 B. Riley Wealth Advisors Inc.47,409$476K0.0%+5.7%0.000%
2/13/2024 Quantedge Capital Pte Ltd13,274$133K0.1%N/A0.000%
2/13/2024 1607 Capital Partners LLC61,666$620K0.0%+93.1%0.000%
2/7/2024 Shaker Financial Services LLC222,476$2.24M0.9%-9.0%0.000%
2/7/2024 Principal 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%
1/16/2024Raymond James & Associates16,999$171K0.0%+10.3%0.000%
12/1/2023 B. Riley Wealth Advisors Inc.44,836$429K0.0%+4.7%0.000%
11/15/2023 1607 Capital Partners LLC31,936$306K0.0%N/A0.000%
11/14/2023 AQR Arbitrage LLC31,477$301K0.0%N/A0.000%
11/13/2023 Wolverine Asset Management LLC160,695$1.54M0.0%+121.7%0.000%
11/8/2023 Landscape Capital Management L.L.C.33,435$320K0.0%+70.2%0.000%
11/2/2023 Shaker 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%
8/11/2023 Landscape Capital Management L.L.C.19,647$212K0.0%N/A0.000%
8/11/2023 Guggenheim Capital LLC75,864$818K0.0%-41.8%0.000%
8/10/2023Commonwealth Equity Services LLC137,928$1.49M0.0%-1.2%0.000%
8/7/2023 Wolverine Asset Management LLC72,486$781K0.0%N/A0.000%
8/7/2023 Shaker Financial Services LLC135,827$1.46M0.6%+523.9%0.000%
7/31/2023 LPL Financial LLC33,155$357K0.0%+28.3%0.000%
7/27/2023 B. Riley Wealth Advisors Inc.42,840$462K0.0%+7.9%0.000%
5/11/2023 Guggenheim Capital LLC130,300$1.52M0.0%-9.6%0.000%
5/8/2023 Shaker Financial Services LLC21,772$253K0.1%-71.8%0.000%
4/14/2023Raymond James & Associates15,858$184K0.0%-6.2%0.000%
3/15/2023 B. Riley Wealth Advisors Inc.32,852$378K0.0%+21.0%0.000%
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2/7/2023Commonwealth Equity Services LLC137,815$1.58M0.0%+0.7%0.000%
2/7/2023 Envestnet Asset Management Inc.35,221$405K0.0%N/A0.000%
2/3/2023 Shaker Financial Services LLC77,172$887K0.4%N/A0.000%
2/1/2023 Wolverine Asset Management LLC10,235$118K0.0%N/A0.000%
11/14/2022 Guggenheim 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%
10/4/2022 Csenge Advisory Group13,030$153K0.0%N/A0.000%
8/11/2022 Sigma Planning Corp10,217$120K0.0%N/A0.000%
8/2/2022 CX Institutional2,174$26K0.0%N/A0.000%
8/1/2022 Shaker Financial Services LLC51,927$611K0.3%+35.8%0.000%
7/19/2022Commonwealth Equity Services LLC138,608$1.63M0.0%+1.3%0.000%
5/6/2022 Shaker Financial Services LLC38,228$497K0.2%-80.8%0.000%
5/4/2022 Advisor 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%
2/14/2022 Guggenheim Capital LLC253,496$3.30M0.0%+23.6%0.000%
2/8/2022Raymond James & Associates15,517$202K0.0%-4.9%0.000%
2/7/2022 Shaker Financial Services LLC199,186$2.59M0.9%+999.3%0.000%
2/3/2022 Advisor 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%
11/16/2021 National Asset Management Inc.17,461$220K0.0%+13.5%0.000%
11/15/2021 Guggenheim Capital LLC205,118$2.57M0.0%+68.7%0.000%
11/15/2021 Morgan Stanley1,224,523$15.37M0.0%-13.2%0.000%
11/15/2021 Invesco Ltd.146,665$1.84M0.0%-24.2%0.000%
11/5/2021 Advisor Group Holdings Inc.143,140$1.80M0.0%-1.2%0.000%
11/2/2021 Shaker Financial Services LLC18,120$227K0.1%N/A0.000%
11/2/2021Raymond James Financial Services Advisors Inc.11,461$144K0.0%-31.7%0.000%
11/2/2021Raymond James & Associates16,308$205K0.0%+5.1%0.000%
10/29/2021Commonwealth Equity Services LLC122,467$1.54M0.0%+6.9%0.000%
9/17/2021 Virtu Financial LLC14,390$191K0.0%N/A0.000%
8/17/2021 Invesco Ltd.193,576$2.57M0.0%-8.9%0.000%
8/16/2021 Morgan Stanley1,410,405$18.72M0.0%-14.4%0.000%
8/12/2021 Advisory 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%
8/2/2021 Advisor Group Holdings Inc.144,906$1.92M0.0%-21.5%0.000%
7/31/2021 Advisors Asset Management Inc.82,650$1.10M0.0%-35.1%0.000%
5/18/2021 Morgan Stanley1,647,202$19.85M0.0%+8.5%0.000%
5/17/2021 Quantedge Capital Pte Ltd10,400$125K0.1%N/A0.000%
5/13/2021 Guggenheim Capital LLC213,050$2.57M0.0%+0.6%0.000%
5/13/2021 Wolverine Asset Management LLC120,069$1.45M0.0%-25.8%0.000%
5/12/2021 UBS 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%
5/7/2021 Advisors Asset Management Inc.127,255$1.53M0.0%-29.7%0.000%
5/7/2021 Sowell Financial Services LLC2,028$25K0.0%N/A0.000%
5/4/2021Commonwealth Equity Services LLC106,770$1.29M0.0%+5.1%0.000%
4/27/2021Capital Investment Advisors LLC11,000$133K0.0%-8.3%0.000%
2/17/2021Cetera Advisor Networks LLC32,000$366K0.0%-20.6%0.000%
2/16/2021 Morgan Stanley1,518,630$17.37M0.0%+36.4%0.000%
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2/16/2021 Guggenheim Capital LLC211,691$2.42M0.0%-4.7%0.000%
2/12/2021Raymond James Financial Services Advisors Inc.13,249$152K0.0%N/A0.000%
2/11/2021 Citigroup 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%
2/9/2021 Wells Fargo & Company MN45,527$521K0.0%-42.5%0.000%
2/9/2021 Landscape Capital Management L.L.C.39,469$452K0.1%N/A0.000%
2/4/2021 National Asset Management Inc.11,248$129K0.0%N/A0.000%
2/3/2021 Shaker Financial Services LLC225,866$2.58M1.1%-3.5%0.000%
1/21/2021Capital Investment Advisors LLC12,000$137K0.0%N/A0.000%
11/13/2020 Morgan Stanley1,113,704$11.76M0.0%+2.4%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 ($1.96M), Commonwealth Equity Services LLC ($1.44M), Principal Securities Inc. ($1.17M), Guggenheim Capital LLC ($818K), Logan Stone Capital LLC ($711K), Advisors Asset Management Inc. ($653K), and 1607 Capital Partners LLC ($620K).Learn more on HEQ's institutional investors.

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

Of the 18 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 ($300.01K), Wolverine Asset Management LLC ($170.93K), Principal Securities Inc. ($116.40K), Advisors Asset Management Inc. ($62.27K), 1607 Capital Partners LLC ($61.67K), Vima LLC ($38.62K), and Envestnet Asset Management Inc. ($35.22K).

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

Institutional investors have bought a total of 922,060 shares in the last 24 months. This purchase volume represents approximately $9.52M 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 ($99.30K), Guggenheim Capital LLC ($68.23K), Wolverine Asset Management LLC ($66.70K), Landscape Capital Management L.L.C. ($25.37K), Commonwealth Equity Services LLC ($3.38K), B. Riley Wealth Advisors Inc. ($2.57K), and Silverlake Wealth Management LLC ($1.07K).

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

Institutional investors have sold a total of 267,662 shares in the last 24 months. This volume of shares sold represents approximately $2.92M in transactions.


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This page (NYSE:HEQ) was last updated on 12/22/2024 by MarketBeat.com Staff
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