MG
HEQ

Marex Group’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Marex Group’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
2024
Q1 		– Sell
-40,900
Closed -$411K – 584
2023
Q4 		$411K Buy
+40,900
New +$396K 0.02% 335

Other funds holding HEQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Marex Group's HEQ Position: Q1 2024 in Review

Marex Group sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q1 2024, closing a stake of 40,900 shares — an estimated $411K sold.

Marex Group first reported a position in HEQ in Q4 2023 and held it in 1 quarter. The position peaked at $411K in Q4 2023. 32 funds tracked by Wall St. Rank hold HEQ as of Q1 2024.

  • Marex Group reported no remaining John Hancock Hedged Equity & Income Fund position as of Q1 2024 after selling out during the quarter.
  • Marex Group sold 40,900 John Hancock Hedged Equity & Income Fund shares in Q1 2024, an estimated $411K.
  • Marex Group first reported a position in John Hancock Hedged Equity & Income Fund in Q4 2023 and held it in 1 quarter.
  • Marex Group's John Hancock Hedged Equity & Income Fund position peaked at $411K in Q4 2023.
  • 32 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q1 2024.

Based on Marex Group's 13F filing for Q1 2024, filed 2 Apr 2026.