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

$10.76 +0.02 (+0.19%)
As of 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
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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
8/19/2025 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%
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%
5/16/2025 AQR Arbitrage LLC134,107$1.39M0.0%-3.6%0.000%
5/16/2025 Almitas Capital LLC12,667$132K0.0%N/A0.000%
5/16/2025 1607 Capital Partners LLC143,675$1.49M0.1%+43.0%0.000%
5/15/2025 Royal Bank of Canada43,140$449K0.0%+24.7%0.000%
5/15/2025 Landscape Capital Management L.L.C.13,948$145K0.0%-24.9%0.000%
5/12/2025 Invesco Ltd.58,187$605K0.0%+17.6%0.000%
5/12/2025 Wolverine Asset Management LLC88,582$921K0.0%+229.1%0.000%
5/9/2025 Shaker Financial Services LLC244,857$2.55M1.0%-1.9%0.000%
5/6/2025 Kovack Advisors Inc.16,987$177K0.0%+14.3%0.000%
5/5/2025 Blue Bell Private Wealth Management LLC52,124$542K0.1%+25.2%0.000%
4/29/2025 Envestnet Asset Management Inc.130,522$1.36M0.0%-1.0%0.000%
2/17/2025 Quantedge Capital Pte Ltd12,770$130K0.0%-28.5%0.000%
2/17/2025 Logan Stone Capital LLC25,615$262K0.1%-39.8%0.000%
2/17/2025 Bank of America Corp DE254,824$2.60M0.0%+6.9%0.000%
2/14/2025 AQR Arbitrage LLC139,082$1.42M0.0%-7.1%0.000%
2/14/2025 Jane Street Group LLC31,180$318K0.0%N/A0.000%
2/14/2025 Shaker Financial Services LLC249,606$2.55M1.0%+39.8%0.000%
2/13/2025 1607 Capital Partners LLC100,502$1.03M0.1%+38.0%0.000%
2/13/2025 Guggenheim Capital LLC125,805$1.28M0.0%-19.9%0.000%
2/13/2025 Raymond James Financial Inc.21,976$224K0.0%N/A0.000%
2/13/2025 Invesco Ltd.49,483$505K0.0%-78.0%0.000%
2/13/2025 Envestnet Asset Management Inc.131,821$1.35M0.0%+16.2%0.000%
2/13/2025 Wells Fargo & Company MN82,710$844K0.0%+10.8%0.000%
2/12/2025 Landscape Capital Management L.L.C.18,576$190K0.0%-39.4%0.000%
2/11/2025 LPL Financial LLC32,487$332K0.0%-4.9%0.000%
2/10/2025 Commonwealth Equity Services LLC153,912$1.57M0.0%+13.9%0.000%
2/10/2025 Avantax Advisory Services Inc.17,357$177K0.0%+12.9%0.000%
2/7/2025 Blue Bell Private Wealth Management LLC41,649$425K0.1%+113.8%0.000%
2/6/2025 Raymond James Financial Inc.21,976$224K0.0%N/A0.000%
2/5/2025 Kovack Advisors Inc.14,859$152K0.0%+12.3%0.000%
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2/3/2025 Wolverine Asset Management LLC26,917$275K0.0%-29.3%0.000%
1/31/2025 Robinson Capital Management LLC30,308$309K0.1%N/A0.000%
1/30/2025 Principal Securities Inc.149,241$1.52M0.0%+13.8%0.000%
1/27/2025 Silverlake Wealth Management LLC10,208$104K0.0%-8.9%0.000%
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%
7/31/2024 Commonwealth Equity Services LLC138,969$1.44M0.0%+1.7%0.000%
5/17/2024Vima 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%
4/30/2024 Commonwealth 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%
10/23/2023 Commonwealth 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%
8/10/2023 Commonwealth 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%
2/7/2023 Commonwealth 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%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.tc pixel

Watch the National Emergency broadcast here
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%
7/19/2022 Commonwealth 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%
5/4/2022 Commonwealth 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%
(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 8/27/2025 by MarketBeat.com Staff
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