BI
HEQ

Bulldog Investors’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Bulldog Investors’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
Q2 		$6.33M Sell
550,968
-7,323
-1% -$83.9K 1.39% 19
2026
Q1 		$6.06M Buy
558,291
+176,527
+46% +$1.96M 1.36% 20
2025
Q4 		$4.1M Buy
+381,764
New +$4.1M 0.91% 30

Other funds holding HEQ

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Bulldog Investors's HEQ Position: Q2 2026 in Review

Bulldog Investors reduced its John Hancock Hedged Equity & Income Fund (HEQ) stake by 1.3% in Q2 2026, selling an estimated $83.9K and leaving 550,968 shares worth $6.33M. The position accounts for 1.39% of the portfolio, ranked #19.

Bulldog Investors first reported a position in HEQ in Q4 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold HEQ as of Q2 2026.

  • Bulldog Investors held 550,968 shares of John Hancock Hedged Equity & Income Fund worth $6.33M as of Q2 2026.
  • Bulldog Investors sold 7,323 John Hancock Hedged Equity & Income Fund shares in Q2 2026, an estimated $83.9K.
  • John Hancock Hedged Equity & Income Fund made up 1.39% of Bulldog Investors's portfolio in Q2 2026, its #19 holding.
  • Bulldog Investors first reported a position in John Hancock Hedged Equity & Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q2 2026.

Based on Bulldog Investors's 13F filing for Q2 2026, filed 14 Aug 2026.