Saba Capital Management’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Saba Capital Management’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	–	Sell	-281,328	Closed	-$3.02M	–	407
2025 Q4	$3.02M	Buy	281,328 +27,958	+11%	+$301K	0.09%	133
2025 Q3	$2.7M	Buy	253,370 +22,623	+10%	+$240K	0.07%	145
2025 Q2	$2.44M	Buy	230,747 +18,738	+9%	+$193K	0.06%	145
2025 Q1	$2.2M	Hold	212,009	–	–	0.06%	111
2024 Q4	$2.16M	Hold	212,009	–	–	0.05%	113
2024 Q3	$2.33M	Buy	212,009 +73,817	+53%	+$783K	0.05%	137
2024 Q2	$1.44M	Buy	+138,192	New	+$1.41M	0.02%	152
2024 Q1	–	Sell	-73,430	Closed	-$738K	–	422
2023 Q4	$738K	Buy	+73,430	New	+$711K	0.01%	240

Other funds holding HEQ

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Saba Capital Management's HEQ Position: Q1 2026 in Review

Saba Capital Management sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q1 2026, closing a stake of 281,328 shares — an estimated $3.02M sold.

Saba Capital Management first reported a position in HEQ in Q4 2023 and held it in 8 quarters. The position peaked at $3.02M in Q4 2025. 33 funds tracked by Wall St. Rank hold HEQ as of Q1 2026.

Saba Capital Management reported no remaining John Hancock Hedged Equity & Income Fund position as of Q1 2026 after selling out during the quarter.
Saba Capital Management sold 281,328 John Hancock Hedged Equity & Income Fund shares in Q1 2026, an estimated $3.02M.
Saba Capital Management first reported a position in John Hancock Hedged Equity & Income Fund in Q4 2023 and held it in 8 quarters.
Saba Capital Management's John Hancock Hedged Equity & Income Fund position peaked at $3.02M in Q4 2025.
33 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q1 2026.

Based on Saba Capital Management's 13F filing for Q1 2026, filed 15 May 2026.