JOHN HANCOCK HDG EQ & INC FD's ticker is HEQ and the CUSIP is 47804L102. A total of 23 filers reported holding JOHN HANCOCK HDG EQ & INC FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,473,356 | +468.2% | 153,956 | +540.1% | 0.00% | – |
| Q2 2023 | $259,289 | +6.3% | 24,053 | +14.7% | 0.00% | – |
| Q1 2023 | $243,896 | -2.1% | 20,971 | -3.2% | 0.00% | – |
| Q4 2022 | $249,056 | -4.2% | 21,657 | -1.8% | 0.00% | – |
| Q3 2022 | $260,000 | +32.0% | 22,052 | +31.7% | 0.00% | – |
| Q2 2022 | $197,000 | -17.6% | 16,748 | -9.0% | 0.00% | – |
| Q1 2022 | $239,000 | -13.1% | 18,406 | -13.1% | 0.00% | – |
| Q4 2021 | $275,000 | +30.3% | 21,174 | +25.8% | 0.00% | – |
| Q3 2021 | $211,000 | -6.6% | 16,829 | -1.3% | 0.00% | – |
| Q2 2021 | $226,000 | -89.3% | 17,049 | -90.2% | 0.00% | – |
| Q1 2021 | $2,103,000 | +17.9% | 174,515 | +11.9% | 0.00% | – |
| Q4 2020 | $1,784,000 | +83.7% | 155,982 | +69.7% | 0.00% | – |
| Q3 2020 | $971,000 | +341.4% | 91,937 | +370.5% | 0.00% | – |
| Q2 2020 | $220,000 | +15.8% | 19,539 | +5.2% | 0.00% | – |
| Q1 2020 | $190,000 | -45.2% | 18,577 | -20.1% | 0.00% | – |
| Q4 2019 | $347,000 | +12.7% | 23,257 | +4.5% | 0.00% | – |
| Q3 2019 | $308,000 | -43.6% | 22,259 | -42.5% | 0.00% | – |
| Q2 2019 | $546,000 | -10.9% | 38,720 | -7.0% | 0.00% | – |
| Q1 2019 | $613,000 | -24.6% | 41,613 | -33.1% | 0.00% | – |
| Q4 2018 | $813,000 | +65.9% | 62,186 | +99.9% | 0.00% | – |
| Q3 2018 | $490,000 | +27.6% | 31,110 | +36.2% | 0.00% | – |
| Q2 2018 | $384,000 | -20.8% | 22,838 | -22.6% | 0.00% | – |
| Q1 2018 | $485,000 | +21.6% | 29,490 | +28.6% | 0.00% | – |
| Q4 2017 | $399,000 | -1.5% | 22,935 | -0.1% | 0.00% | – |
| Q3 2017 | $405,000 | +12.5% | 22,969 | +8.5% | 0.00% | – |
| Q2 2017 | $360,000 | -43.1% | 21,178 | -43.5% | 0.00% | – |
| Q1 2017 | $633,000 | +145.3% | 37,500 | +128.8% | 0.00% | – |
| Q4 2016 | $258,000 | +2.0% | 16,392 | +5.3% | 0.00% | – |
| Q3 2016 | $253,000 | +2.4% | 15,560 | -5.4% | 0.00% | – |
| Q2 2016 | $247,000 | +2.5% | 16,449 | +0.4% | 0.00% | – |
| Q1 2016 | $241,000 | -5.1% | 16,376 | -6.8% | 0.00% | – |
| Q4 2015 | $254,000 | -1.9% | 17,564 | -2.4% | 0.00% | – |
| Q3 2015 | $259,000 | -16.5% | 17,993 | -7.4% | 0.00% | – |
| Q2 2015 | $310,000 | +8.8% | 19,430 | +11.9% | 0.00% | – |
| Q1 2015 | $285,000 | -1.4% | 17,371 | -2.0% | 0.00% | – |
| Q4 2014 | $289,000 | -52.8% | 17,717 | -49.4% | 0.00% | – |
| Q3 2014 | $612,000 | -3.2% | 35,032 | +2.8% | 0.00% | – |
| Q2 2014 | $632,000 | -17.0% | 34,080 | -21.6% | 0.00% | – |
| Q1 2014 | $761,000 | +13.4% | 43,444 | +10.5% | 0.00% | – |
| Q4 2013 | $671,000 | +5.5% | 39,333 | +2.9% | 0.00% | – |
| Q3 2013 | $636,000 | +22.8% | 38,240 | +24.8% | 0.00% | – |
| Q2 2013 | $518,000 | – | 30,649 | – | 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% |