John Hancock Hedged Equity & Income Fund

NYSE:HEQ Stock Report

Market Cap: US$121.5m

John Hancock Hedged Equity & Income Fund Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

NYSE:HEQ Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
02 Jan 24BuyUS$16,064Dean GarfieldIndividual1,381.25US$11.63
12 Oct 23BuyUS$11,023Noni EllisonIndividual1,153US$9.56

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of HEQ?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders14,6520.121%
Institutions4,656,54238.3%
General Public7,480,04861.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 37.66% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
16.2%
First Trust Advisors LP
1,968,897US$19.7m-11.5%0.02%
4.06%
Morgan Stanley, Investment Banking and Brokerage Investments
493,632US$4.9m-13%no data
1.98%
Merrill Lynch & Co. Inc., Banking Investments
240,026US$2.4m55.9%no data
1.83%
Shaker Financial Services, LLC
222,476US$2.2m-9.05%0.92%
1.32%
Wolverine Asset Management, LLC
160,640US$1.6m-0.03%0.09%
1.24%
Invesco Capital Management LLC
150,783US$1.5m3.14%no data
1.12%
Wilcoxson Wealth Management
136,611US$1.4m1.09%no data
1.03%
Invesco Ltd.
125,206US$1.3m-8.35%no data
0.96%
Principal Global Investors, LLC
116,395US$1.2m0%no data
0.83%
AQR Capital Management, LLC
101,198US$1.0m222%no data
0.77%
Wells Fargo & Company, Securities and Brokerage Investments
93,865US$938.6k-32%no data
0.69%
Logan Stone Capital, LLC
83,409US$834.1k30.3%0.17%
0.63%
Guggenheim Partners, LLC
76,164US$761.6k-8.6%0.01%
0.62%
Landscape Capital Management, LLC
75,679US$756.8k126%0.07%
0.6%
Saba Capital Management, L.P.
73,430US$734.3k0%0.02%
0.51%
1607 Capital Partners, LLC
61,666US$616.7k93.1%0.02%
0.5%
Envestnet Asset Management, Inc.
61,290US$612.9k-22%no data
0.47%
LPL Financial Corporation, Asset Management Arm
57,646US$576.5k76.7%no data
0.39%
B. Riley Wealth Advisors, Inc.
47,409US$474.1k5.74%0.01%
0.39%
Pathstone Family Office, LLC
47,348US$473.5k0%no data
0.37%
Royal Bank of Canada, Banking & Securities Investments
45,394US$453.9k97.1%no data
0.35%
Arbor Point Advisors, LLC
42,770US$427.7k-23.3%0.01%
0.33%
UBS Asset Management AG
40,063US$400.6k-2.23%no data
0.27%
Columbia Management Investment Advisers, LLC
33,409US$334.1k-1.15%no data
0.17%
Osaic Wealth, Inc. , Asset Management Arm
21,203US$212.0k-42.2%no data
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