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John Hancock Hedged equity & Income Fund (HEQ)

John Hancock Hedged Equity & Income Fund is a closed-edm fund thta has as objective the capital appreciation and current income. The fund is used for Diversifying sources of income and seeks total return consisting of both income and capital gains. The fund is investing at least 80% of the portfolio in a diverse selection of equities across market capitalizations.

HEQ stock data

Funds

Data from SEC filings
Series Ticker %Monthly Return ? $Assets #Holdings As of
John Hancock Hedged Equity & Income Fund -0.69 -1.01 4.03 161.52M 510 Mar 2022

Calendar

11 Mar 22
10 Aug 22
31 Oct 22
Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
5 Aug 22 Steven R Pruchansky common shares of beneficial interest Sell Dispose S No No 12.57 2,014 25.32K 589.853
31.7% owned by funds/institutions
13F holders Current Prev Q Change
Total holders 16 18 -11.1%
Opened positions 1 3 -66.7%
Closed positions 3 12 -75.0%
Increased positions 7 10 -30.0%
Reduced positions 6 4 +50.0%
13F shares Current Prev Q Change
Total value 50.43M 54.88M -8.1%
Total shares 3.88M 4.22M -8.2%
Total puts 0 0
Total calls 0 0
Total put/call ratio
Largest owners Shares Value Change
First Trust Portfolios 1.88M $24.5M 0.0%
MS Morgan Stanley 1.07M $13.87M -2.8%
Guggenheim Capital 232.64K $3.03M -8.2%
Commonwealth Equity Services 136.88K $1.78M +5.1%
Advisor 128.98K $1.68M -3.5%
UBS UBS Group AG - Registered Shares 127.86K $1.66M +7.9%
IVZ Invesco 123.23K $1.6M -22.3%
AMP Ameriprise Financial 59.21K $772K +8.9%
Shaker Financial Services 38.23K $497K -80.8%
BAC Bank Of America 18.41K $239K -13.1%
Largest transactions Shares Bought/sold Change
Shaker Financial Services 38.23K -160.96K -80.8%
WFC Wells Fargo & Co. 0 -93.31K EXIT
IVZ Invesco 123.23K -35.38K -22.3%
MS Morgan Stanley 1.07M -31.26K -2.8%
Guggenheim Capital 232.64K -20.85K -8.2%
GWM Advisors 0 -19K EXIT
UBS UBS Group AG - Registered Shares 127.86K +9.32K +7.9%
Commonwealth Equity Services 136.88K +6.7K +5.1%
AMP Ameriprise Financial 59.21K +4.81K +8.9%
Advisor 128.98K -4.68K -3.5%
Current reports
No filings