AC
HEQ

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

Almitas Capital’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
2025
Q2 		– Sell
-12,667
Closed -$132K – 94
2025
Q1 		$132K Buy
+12,667
New +$132K 0.04% 78

Other funds holding HEQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Almitas Capital's HEQ Position: Q2 2025 in Review

Almitas Capital sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q2 2025, closing a stake of 12,667 shares — an estimated $132K sold.

Almitas Capital first reported a position in HEQ in Q1 2025 and held it in 1 quarter. The position peaked at $132K in Q1 2025. 32 funds tracked by Wall St. Rank hold HEQ as of Q2 2025.

  • Almitas Capital reported no remaining John Hancock Hedged Equity & Income Fund position as of Q2 2025 after selling out during the quarter.
  • Almitas Capital sold 12,667 John Hancock Hedged Equity & Income Fund shares in Q2 2025, an estimated $132K.
  • Almitas Capital first reported a position in John Hancock Hedged Equity & Income Fund in Q1 2025 and held it in 1 quarter.
  • Almitas Capital's John Hancock Hedged Equity & Income Fund position peaked at $132K in Q1 2025.
  • 32 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q2 2025.

Based on Almitas Capital's 13F filing for Q2 2025, filed 14 Aug 2025.