KIM
HEQ

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
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

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Karpus Investment Management's HEQ Position: Q1 2026 in Review

Karpus Investment Management opened a new position in John Hancock Hedged Equity & Income Fund (HEQ) in Q1 2026: 518,501 shares worth $5.63M. The stake represents 0.18% of the portfolio and ranks #122 among its holdings. This is a return to the name: Karpus Investment Management previously reported a position in HEQ as recently as Q3 2025.

Karpus Investment Management first reported a position in HEQ in Q2 2024 and has held it in 7 quarters since. 33 funds tracked by Wall St. Rank hold HEQ as of Q1 2026.

  • Karpus Investment Management held 518,501 shares of John Hancock Hedged Equity & Income Fund worth $5.63M as of Q1 2026.
  • John Hancock Hedged Equity & Income Fund was a new Karpus Investment Management position in Q1 2026.
  • John Hancock Hedged Equity & Income Fund made up 0.18% of Karpus Investment Management's portfolio in Q1 2026, its #122 holding.
  • Karpus Investment Management first reported a position in John Hancock Hedged Equity & Income Fund in Q2 2024 and has held it in 7 quarters since.
  • 33 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q1 2026.

Based on Karpus Investment Management's 13F filing for Q1 2026, filed 14 May 2026.