JOHN HANCOCK HDG EQ & INC FD's ticker is HEQ and the CUSIP is 47804L102. A total of 25 filers reported holding JOHN HANCOCK HDG EQ & INC FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,022,275 | +8.5% | 106,820 | +22.2% | 0.00% | 0.0% |
| Q2 2023 | $942,187 | -26.2% | 87,401 | -20.4% | 0.00% | 0.0% |
| Q1 2023 | $1,276,669 | -4.4% | 109,774 | -5.4% | 0.00% | -33.3% |
| Q4 2022 | $1,335,150 | +3.1% | 116,092 | +5.6% | 0.00% | 0.0% |
| Q3 2022 | $1,295,000 | -10.9% | 109,899 | -11.0% | 0.00% | 0.0% |
| Q2 2022 | $1,453,000 | -13.4% | 123,467 | -4.3% | 0.00% | 0.0% |
| Q1 2022 | $1,678,000 | -3.5% | 128,978 | -3.5% | 0.00% | 0.0% |
| Q4 2021 | $1,738,000 | -3.2% | 133,662 | -6.6% | 0.00% | -25.0% |
| Q3 2021 | $1,796,000 | -6.6% | 143,140 | -1.2% | 0.00% | 0.0% |
| Q2 2021 | $1,923,000 | -13.6% | 144,906 | -21.5% | 0.00% | -20.0% |
| Q1 2021 | $2,225,000 | +277.8% | 184,635 | +258.8% | 0.01% | +150.0% |
| Q4 2020 | $589,000 | +103.8% | 51,465 | +88.5% | 0.00% | +100.0% |
| Q3 2020 | $289,000 | +34.4% | 27,298 | +43.3% | 0.00% | 0.0% |
| Q2 2020 | $215,000 | -2.3% | 19,053 | -12.1% | 0.00% | 0.0% |
| Q1 2020 | $220,000 | – | 21,680 | – | 0.00% | – |
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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% |