Raymond James Financial
HEQ

Raymond James Financial’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Raymond James Financial’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 		$344K Buy
31,663
+5,388
+21% +$59.7K ﹤0.01% 4585
2025
Q4 		$282K Buy
26,275
+201
+0.8% +$2.16K ﹤0.01% 4615
2025
Q3 		$278K Buy
26,074
+123
+0.5% +$1.31K ﹤0.01% 4450
2025
Q2 		$275K Sell
25,951
-122
-0.5% -$1.26K ﹤0.01% 4346
2025
Q1 		$271K Buy
26,073
+4,097
+19% +$42.9K ﹤0.01% 4269
2024
Q4 		$224K Buy
+21,976
New +$237K ﹤0.01% 4341

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
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 $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

Raymond James Financial's HEQ Position: Q1 2026 in Review

Raymond James Financial increased its John Hancock Hedged Equity & Income Fund (HEQ) stake by 21% in Q1 2026, buying an estimated $59.7K and bringing the position to 31,663 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #4585.

Raymond James Financial first reported a position in HEQ in Q4 2024 and has held it in 6 quarters since. 33 funds tracked by Wall St. Rank hold HEQ as of Q1 2026.

  • Raymond James Financial held 31,663 shares of John Hancock Hedged Equity & Income Fund worth $344K as of Q1 2026.
  • Raymond James Financial bought 5,388 John Hancock Hedged Equity & Income Fund shares in Q1 2026, an estimated $59.7K.
  • John Hancock Hedged Equity & Income Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4585 holding.
  • Raymond James Financial first reported a position in John Hancock Hedged Equity & Income Fund in Q4 2024 and has held it in 6 quarters since.
  • 33 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.