John Hancock Hedged Equity & Income Fund
HEQ
33 hedge funds and large institutions have $37.5M invested in John Hancock Hedged Equity & Income Fund in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 7 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 11
9% more capital invested
Capital invested by funds: $34.4M → $37.5M (+$3.11M)
2.08% more ownership
Funds ownership: 26.45% → 28.53% (+2.1%)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
6% less funds holding
Funds holding: 35 → 33 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$5.74M |
| 2 |
Pathstone Holdings
Englewood,
New Jersey
|
+$3.04M |
| 3 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$1.96M |
| 4 |
P
&Partners
Nashville,
Tennessee
|
+$269K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$132K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$3.02M |
| 2 |
Morgan Stanley
New York
|
-$1.75M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.16M |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$817K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$511K |
HEQ Hedge Fund Activity: Q1 2026 in Review
33 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q1 2026, worth a combined $37.5M — up 9% from $34.4M a quarter earlier.
Fund positioning in HEQ was balanced in Q1 2026: 7 funds opened new positions, 7 closed out, 13 added to existing stakes and 11 trimmed.
The largest buyer was Karpus Investment Management, opening a new position worth an estimated $5.74M. The largest seller was Saba Capital Management, exiting entirely with an estimated $3.02M sold.
- 33 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q1 2026, down from 35 in Q4 2025.
- Funds reported $37.5M of John Hancock Hedged Equity & Income Fund stock for Q1 2026, up 9% quarter-over-quarter.
- 7 funds opened new John Hancock Hedged Equity & Income Fund positions in Q1 2026 and 7 closed out, a net change of 0 holders.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q1 2026 was Karpus Investment Management, an estimated $5.74M added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q1 2026 was Saba Capital Management, an estimated $3.02M sold.
Based on aggregated 13F filings for Q1 2026.