P
HEQ

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

&Partners’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 		$511K Buy
44,498
+3,999
+10% +$45.8K ﹤0.01% 1818
2026
Q1 		$456K Buy
40,499
+24,267
+150% +$269K ﹤0.01% 1748
2025
Q4 		$174K Buy
+16,232
New +$175K ﹤0.01% 2154

Other funds holding HEQ

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 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

&Partners's HEQ Position: Q2 2026 in Review

&Partners increased its John Hancock Hedged Equity & Income Fund (HEQ) stake by 9.9% in Q2 2026, buying an estimated $45.8K and bringing the position to 44,498 shares worth $511K. The position accounts for ﹤0.01% of the portfolio, ranked #1818.

&Partners 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.

  • &Partners held 44,498 shares of John Hancock Hedged Equity & Income Fund worth $511K as of Q2 2026.
  • &Partners bought 3,999 John Hancock Hedged Equity & Income Fund shares in Q2 2026, an estimated $45.8K.
  • John Hancock Hedged Equity & Income Fund made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1818 holding.
  • &Partners 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 &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.