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.

Company profile

Ticker

HEQ

Exchange

NYSE

Website

www.jhinvestments.com/investments/closed-end-fund/international-equity-funds/hedged-equity-income-fund-ce-heq

Incorporated

Massachusetts

Location

Massachusetts

Fiscal year end

Oct 31

Sector

Miscellaneous > Investment Trusts/Mutual Funds

SEC CIK

0001496749

HEQ stock data

1M 1Y 5Y

Press releases

From Benzinga Pro

JOHN HANCOCK CLOSED-END FUNDS RELEASE EARNINGS DATA

28 Jul 22

BOSTON, July 28, 2022 /CNW/ - The John Hancock Closed-End Funds listed in the table below announced earnings1 for the three months ended June 30, 2022. The same data for the comparable three month period ended June 30,

JOHN HANCOCK HEDGED EQUITY & INCOME FUND REQUIRED NOTICE TO SHAREHOLDERS - SOURCES OF DISTRIBUTION UNDER SECTION 19(a)

30 Jun 22

BOSTON, June 30, 2022 /PRNewswire/ - John Hancock Hedged Equity & Income Fund (NYSE:HEQ) (the "Fund"), a closed-end fund managed by John Hancock Investment Management LLC (the "Adviser") and

JOHN HANCOCK CLOSED-END FUNDS DECLARE QUARTERLY DISTRIBUTIONS

2 Jun 22

BOSTON, June 1, 2022 /PRNewswire/ - The four John Hancock closed-end funds listed below declared their quarterly distributions today as follows: Declaration Date: June 1, 2022Ex Date: June

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

Recent insider trades

HEQ insider ownership history Insider history

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

Data from 3, 4 and 5 filings. Values as filed, not updated for current price.

Institutional ownership, Q1 2022

HEQ institutional ownership history Ownership history

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%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Financial reports

View all

N-CEN

Annual report (registered investment company)

11 Mar 22

N-CSR

Certified annual shareholder report (management investment company)

18 Feb 22

N-CSRS

Certified semi-annual shareholder report (management investment company)

18 Aug 21

N-CEN