Karpus Investment Management’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Karpus Investment Management’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	$10.4M	Buy	909,620 +391,119	+75%	+$4.48M	0.3%	85
2026 Q1	$5.63M	Buy	+518,501	New	+$5.74M	0.18%	122
2025 Q4	–	Sell	-10,713	Closed	-$114K	–	220
2025 Q3	$114K	Sell	10,713 -11,880	-53%	-$126K	﹤0.01%	203
2025 Q2	$239K	Hold	22,593	–	–	0.01%	196
2025 Q1	$235K	Sell	22,593 -450	-2%	-$4.71K	0.01%	195
2024 Q4	$235K	Sell	23,043 -500	-2%	-$5.4K	0.01%	201
2024 Q3	$258K	Buy	23,543 +800	+4%	+$8.49K	0.01%	208
2024 Q2	$236K	Buy	+22,743	New	+$233K	0.01%	221

Other funds holding HEQ

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

Karpus Investment Management's HEQ Position: Q2 2026 in Review

Karpus Investment Management increased its John Hancock Hedged Equity & Income Fund (HEQ) stake by 75% in Q2 2026, buying an estimated $4.48M and bringing the position to 909,620 shares worth $10.4M. The position accounts for 0.3% of the portfolio, ranked #85.

Karpus Investment Management first reported a position in HEQ in Q2 2024 and has held it in 8 quarters since. 36 funds tracked by Wall St. Rank hold HEQ as of Q2 2026.

Karpus Investment Management held 909,620 shares of John Hancock Hedged Equity & Income Fund worth $10.4M as of Q2 2026.
Karpus Investment Management bought 391,119 John Hancock Hedged Equity & Income Fund shares in Q2 2026, an estimated $4.48M.
John Hancock Hedged Equity & Income Fund made up 0.3% of Karpus Investment Management's portfolio in Q2 2026, its #85 holding.
Karpus Investment Management first reported a position in John Hancock Hedged Equity & Income Fund in Q2 2024 and has held it in 8 quarters since.
36 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q2 2026.

Based on Karpus Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.