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HEQ

John Hancock Hedged Equity & Income Fund

32 hedge funds and large institutions have $29.1M invested in John Hancock Hedged Equity & Income Fund in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

5% more capital invested

Capital invested by funds: $27.8M → $29.1M (+$1.3M)

0.64% more ownership

Funds ownership: 22.53%23.17% (+0.64%)

6% less funds holding

Funds holding: 3432 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
32
Holders Change
-2
Holders Change %
-5.88%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
13
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.41M -$56.8K -5,434 -1%
Bank of America
2
Bank of America
North Carolina
$2.69M +$35.1K +3,355 +1%
SFS
3
Shaker Financial Services
Virginia
$2.55M -$49.7K -4,749 -2%
SCM
4
Saba Capital Management
New York
$2.2M
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.6M -$3.92K -375 -0.2%
PS
6
Principal Securities
Iowa
$1.52M
1CP
7
1607 Capital Partners
Virginia
$1.49M +$452K +43,173 +43%
AA
8
AQR Arbitrage
Connecticut
$1.39M -$52K -4,975 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.36M -$13.6K -1,299 -1%
GC
10
Guggenheim Capital
Illinois
$1.05M -$264K -25,235 -20%
Wells Fargo
11
Wells Fargo
California
$1.03M +$166K +15,884 +19%
WAM
12
Wolverine Asset Management
Illinois
$921K +$645K +61,665 +229%
AAM
13
Advisors Asset Management
Colorado
$680K
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$673K -$48.4K -4,631 -7%
Ameriprise
15
Ameriprise
Minnesota
$625K +$113K +10,841 +22%
Invesco
16
Invesco
Georgia
$605K +$91K +8,704 +18%
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$542K +$110K +10,475 +25%
KAS
18
Kestra Advisory Services
Texas
$484K -$7.99K -764 -2%
Osaic Holdings
19
Osaic Holdings
Arizona
$453K +$236K +22,547 +107%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$449K +$89.5K +8,558 +25%
RCM
21
Robinson Capital Management
Michigan
$315K
LPL Financial
22
LPL Financial
California
$305K -$32.7K -3,123 -10%
UBS Group
23
UBS Group
Switzerland
$277K -$213K -20,328 -43%
Raymond James Financial
24
Raymond James Financial
Florida
$271K +$42.9K +4,097 +19%
KIM
25
Karpus Investment Management
New York
$235K -$4.71K -450 -2%

HEQ Hedge Fund Activity: Q1 2025 in Review

32 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q1 2025, worth a combined $29.1M — up 4.7% from $27.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of HEQ and 2 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 13 added.

The largest buyer was Wolverine Asset Management, adding an estimated $645K. The largest seller was Jane Street, exiting entirely with an estimated $318K sold.

  • 32 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q1 2025, down from 34 in Q4 2024.
  • Funds reported $29.1M of John Hancock Hedged Equity & Income Fund stock for Q1 2025, up 4.7% quarter-over-quarter.
  • 2 funds opened new John Hancock Hedged Equity & Income Fund positions in Q1 2025 and 4 closed out, a net change of -2 holders.
  • The largest John Hancock Hedged Equity & Income Fund buyer in Q1 2025 was Wolverine Asset Management, an estimated $645K added.
  • The largest John Hancock Hedged Equity & Income Fund seller in Q1 2025 was Jane Street, an estimated $318K sold.

Based on aggregated 13F filings for Q1 2025.