John Hancock Hedged Equity & Income Fund
HEQ
36 hedge funds and large institutions have $41.1M invested in John Hancock Hedged Equity & Income Fund in 2026 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
10% more capital invested
Capital invested by funds: $37.5M → $41.1M (+$3.62M)
9% more funds holding
Funds holding: 33 → 36 (+3)
1.1% more ownership
Funds ownership: 28.53% → 29.63% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$4.48M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$326K |
| 3 |
DWM
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
+$295K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$203K |
| 5 |
XT
XTX Topco
George Town,
Cayman Islands
|
+$199K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pathstone Holdings
Englewood,
New Jersey
|
-$3.32M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$624K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$225K |
| 4 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$154K |
| 5 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$83.9K |
HEQ Hedge Fund Activity: Q2 2026 in Review
36 of the 8,317 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q2 2026, worth a combined $41.1M — up 9.7% from $37.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new HEQ positions and 2 closed out — a net gain of 3 holders — while 15 added to existing stakes and 11 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $4.48M. The largest seller was Pathstone Holdings, cutting an estimated $3.32M.
- 36 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q2 2026, up from 33 in Q1 2026.
- Funds reported $41.1M of John Hancock Hedged Equity & Income Fund stock for Q2 2026, up 9.7% quarter-over-quarter.
- 5 funds opened new John Hancock Hedged Equity & Income Fund positions in Q2 2026 and 2 closed out, a net change of +3 holders.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q2 2026 was Karpus Investment Management, an estimated $4.48M added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q2 2026 was Pathstone Holdings, an estimated $3.32M sold.
Based on aggregated 13F filings for Q2 2026.