JOHN HANCOCK HDG EQ & INC FD's ticker is HEQ and the CUSIP is 47804L102. A total of 20 filers reported holding JOHN HANCOCK HDG EQ & INC FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $429,079 | -7.1% | 44,836 | +4.7% | 0.01% | +20.0% |
| Q2 2023 | $461,817 | -0.0% | 42,840 | +7.9% | 0.01% | -16.7% |
| Q1 2023 | $461,930 | +22.3% | 39,719 | +20.9% | 0.01% | +9.1% |
| Q4 2022 | $377,803 | +18.1% | 32,852 | +21.0% | 0.01% | +10.0% |
| Q3 2022 | $320,000 | +26.5% | 27,145 | +26.7% | 0.01% | -9.1% |
| Q2 2022 | $253,000 | +10.0% | 21,420 | +21.6% | 0.01% | +37.5% |
| Q1 2022 | $230,000 | 0.0% | 17,619 | +0.0% | 0.01% | +14.3% |
| Q4 2021 | $230,000 | +4.5% | 17,618 | +0.9% | 0.01% | 0.0% |
| Q3 2021 | $220,000 | +7.3% | 17,461 | +13.5% | 0.01% | 0.0% |
| Q2 2021 | $205,000 | +10.2% | 15,386 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $186,000 | +44.2% | 15,386 | +36.8% | 0.01% | 0.0% |
| Q4 2020 | $129,000 | – | 11,248 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shaker Financial Services, LLC | 234,031 | $2,471,000 | 1.32% |
| Cornerstone Advisors, LLC | 90,854 | $959,000 | 0.09% |
| Advisors Asset Management, Inc. | 264,542 | $2,794,000 | 0.05% |
| Pinnacle Bancorp, Inc. | 2,450 | $26,000 | 0.02% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 18,700 | $195,000 | 0.02% |
| GUGGENHEIM CAPITAL LLC | 222,039 | $2,345,000 | 0.02% |
| Cetera Advisor Networks LLC | 40,300 | $426,000 | 0.01% |
| WOLVERINE ASSET MANAGEMENT LLC | 99,069 | $1,046,000 | 0.01% |
| Ellis Investment Partners, LLC | 1,998 | $21,000 | 0.01% |
| Patriot Financial Group Insurance Agency, LLC | 1,500 | $16,000 | 0.01% |