1607 Capital Partners’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

1607 Capital Partners’s Portfolio HEQ Stock Details HEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.45M	Buy	133,909 +4,127	+3%	+$45.7K	0.1%	107
2025 Q4	$1.4M	Buy	129,782 +7,442	+6%	+$80K	0.1%	96
2025 Q3	$1.3M	Sell	122,340 -13,035	-10%	-$138K	0.1%	94
2025 Q2	$1.43M	Sell	135,375 -8,300	-6%	-$85.7K	0.12%	96
2025 Q1	$1.49M	Buy	143,675 +43,173	+43%	+$452K	0.12%	94
2024 Q4	$1.03M	Buy	100,502 +27,695	+38%	+$299K	0.08%	111
2024 Q3	$799K	Buy	72,807 +12,491	+21%	+$133K	0.07%	124
2024 Q2	$627K	Sell	60,316 -1,350	-2%	-$13.8K	0.06%	129
2024 Q1	$647K	Hold	61,666	–	–	0.05%	133
2023 Q4	$620K	Buy	61,666 +29,730	+93%	+$288K	0.04%	132
2023 Q3	$306K	Buy	+31,936	New	+$333K	0.02%	142

Other funds holding HEQ

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

1607 Capital Partners's HEQ Position: Q1 2026 in Review

1607 Capital Partners increased its John Hancock Hedged Equity & Income Fund (HEQ) stake by 3.2% in Q1 2026, buying an estimated $45.7K and bringing the position to 133,909 shares worth $1.45M. The position accounts for 0.1% of the portfolio, ranked #107.

1607 Capital Partners first reported a position in HEQ in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.49M in Q1 2025. 33 funds tracked by Wall St. Rank hold HEQ as of Q1 2026.

1607 Capital Partners held 133,909 shares of John Hancock Hedged Equity & Income Fund worth $1.45M as of Q1 2026.
1607 Capital Partners bought 4,127 John Hancock Hedged Equity & Income Fund shares in Q1 2026, an estimated $45.7K.
John Hancock Hedged Equity & Income Fund made up 0.1% of 1607 Capital Partners's portfolio in Q1 2026, its #107 holding.
1607 Capital Partners first reported a position in John Hancock Hedged Equity & Income Fund in Q3 2023 and has held it in 11 quarters since.
1607 Capital Partners's John Hancock Hedged Equity & Income Fund position peaked at $1.49M in Q1 2025.
33 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q1 2026.

Based on 1607 Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.