LSC
HEQ

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

Logan Stone 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
Q1 		– Sell
-25,615
Closed -$262K – 85
2024
Q4 		$262K Sell
25,615
-16,930
-40% -$183K 0.09% 95
2024
Q3 		$467K Sell
42,545
-25,890
-38% -$275K 0.11% 106
2024
Q2 		$711K Buy
68,435
+5,335
+8% +$54.6K 0.18% 99
2024
Q1 		$662K Sell
63,100
-20,309
-24% -$207K 0.14% 95
2023
Q4 		$838K Buy
83,409
+19,409
+30% +$188K 0.17% 99
2023
Q3 		$612K Buy
+64,000
New +$668K 0.17% 93

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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Logan Stone Capital's HEQ Position: Q1 2025 in Review

Logan Stone Capital sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q1 2025, closing a stake of 25,615 shares — an estimated $262K sold.

Logan Stone Capital first reported a position in HEQ in Q3 2023 and held it in 6 quarters. The position peaked at $838K in Q4 2023. 32 funds tracked by Wall St. Rank hold HEQ as of Q1 2025.

  • Logan Stone Capital reported no remaining John Hancock Hedged Equity & Income Fund position as of Q1 2025 after selling out during the quarter.
  • Logan Stone Capital sold 25,615 John Hancock Hedged Equity & Income Fund shares in Q1 2025, an estimated $262K.
  • Logan Stone Capital first reported a position in John Hancock Hedged Equity & Income Fund in Q3 2023 and held it in 6 quarters.
  • Logan Stone Capital's John Hancock Hedged Equity & Income Fund position peaked at $838K in Q4 2023.
  • 32 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q1 2025.

Based on Logan Stone Capital's 13F filing for Q1 2025, filed 15 May 2025.