HEQ

John Hancock Hedged Equity & Income Fund
HEQ

Overview Fund Activity

31 hedge funds and large institutions have $29.2M invested in John Hancock Hedged Equity & Income Fund in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
-1
Holders Change %
-3.13%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
11
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
$345K
2
Bank of America
Bank of America
North Carolina
$3.05M
3
Invesco
Invesco
Georgia
$874K
4
SCM
Saba Capital Management
New York
$2.44M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
$833K

Top Sellers

1
GC
Guggenheim Capital
Illinois
$603K
2
WAM
Wolverine Asset Management
Illinois
$704K
3
SFS
Shaker Financial Services
Virginia
$2.38M
4
LCM
Landscape Capital Management
New Jersey
$0
5
AC
Almitas Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.4M -$89.4K -8,446 -2%
Bank of America
2
Bank of America
North Carolina
$3.05M +$318K +30,102 +12%
SCM
3
Saba Capital Management
New York
$2.44M +$198K +18,738 +9%
SFS
4
Shaker Financial Services
Virginia
$2.38M -$210K -19,893 -8%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.64M +$15.8K +1,497 +1%
PS
6
Principal Securities
Iowa
$1.59M +$13.1K +1,239 +0.8%
1CP
7
1607 Capital Partners
Virginia
$1.43M -$87.8K -8,300 -6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.41M +$33.5K +3,171 +2%
AA
9
AQR Arbitrage
Connecticut
$1.31M -$108K -10,206 -8%
Wells Fargo
10
Wells Fargo
California
$1.04M -$7.72K -730 -0.7%
Invesco
11
Invesco
Georgia
$874K +$258K +24,431 +42%
Pathstone Holdings
12
Pathstone Holdings
New Jersey
$833K +$148K +13,980 +22%
WAM
13
Wolverine Asset Management
Illinois
$704K -$233K -22,044 -25%
AAM
14
Advisors Asset Management
Colorado
$682K -$10K -948 -1%
Ameriprise
15
Ameriprise
Minnesota
$607K -$28.2K -2,670 -4%
GC
16
Guggenheim Capital
Illinois
$603K -$461K -43,573 -43%
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$579K +$27.2K +2,570 +5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$490K +$33.3K +3,147 +7%
KAS
19
Kestra Advisory Services
Texas
$470K -$21.7K -2,050 -4%
Osaic Holdings
20
Osaic Holdings
Arizona
$365K -$87.5K -8,433 -19%
Two Sigma Investments
21
Two Sigma Investments
New York
$345K +$345K +32,587 New
RCM
22
Robinson Capital Management
Michigan
$321K – – –
LPL Financial
23
LPL Financial
California
$275K -$35.8K -3,387 -12%
Raymond James Financial
24
Raymond James Financial
Florida
$275K -$1.29K -122 -0.5%
UBS Group
25
UBS Group
Switzerland
$268K -$14K -1,325 -5%
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