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
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

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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 $71.6B AUM 21.08% 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 $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

&Partners's HEQ Position: Q1 2026 in Review

&Partners increased its John Hancock Hedged Equity & Income Fund (HEQ) stake by 150% in Q1 2026, buying an estimated $269K and bringing the position to 40,499 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

&Partners first reported a position in HEQ in Q4 2025 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold HEQ as of Q1 2026.

  • &Partners held 40,499 shares of John Hancock Hedged Equity & Income Fund worth $456K as of Q1 2026.
  • &Partners bought 24,267 John Hancock Hedged Equity & Income Fund shares in Q1 2026, an estimated $269K.
  • John Hancock Hedged Equity & Income Fund made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1748 holding.
  • &Partners first reported a position in John Hancock Hedged Equity & Income Fund in Q4 2025 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.