JOHN HANCOCK HDG EQ & INC FD's ticker is HEQ and the CUSIP is 47804L102. A total of 24 filers reported holding JOHN HANCOCK HDG EQ & INC FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $323,433 | -11.2% | 33,797 | +0.1% | 0.00% | – |
| Q2 2023 | $364,090 | +7.4% | 33,775 | +15.9% | 0.00% | – |
| Q1 2023 | $338,958 | +2.1% | 29,145 | +1.0% | 0.00% | – |
| Q4 2022 | $332,000 | -57.1% | 28,857 | -56.1% | 0.00% | – |
| Q3 2022 | $774,000 | +9.5% | 65,694 | +9.4% | 0.00% | – |
| Q2 2022 | $707,000 | -8.4% | 60,063 | +1.4% | 0.00% | – |
| Q1 2022 | $772,000 | +9.2% | 59,206 | +8.9% | 0.00% | – |
| Q4 2021 | $707,000 | -18.4% | 54,392 | -21.2% | 0.00% | – |
| Q3 2021 | $866,000 | -42.7% | 68,994 | -39.4% | 0.00% | – |
| Q2 2021 | $1,512,000 | +84.6% | 113,935 | +59.2% | 0.00% | – |
| Q4 2020 | $819,000 | +10.4% | 71,568 | +1.8% | 0.00% | – |
| Q3 2020 | $742,000 | -7.6% | 70,292 | -1.6% | 0.00% | – |
| Q2 2020 | $803,000 | +45.2% | 71,467 | +31.2% | 0.00% | – |
| Q1 2020 | $553,000 | -33.5% | 54,476 | -2.4% | 0.00% | – |
| Q4 2019 | $832,000 | +1.3% | 55,794 | -5.9% | 0.00% | – |
| Q3 2019 | $821,000 | +19.9% | 59,308 | +22.2% | 0.00% | – |
| Q2 2019 | $685,000 | -2.6% | 48,547 | +1.7% | 0.00% | – |
| Q1 2019 | $703,000 | +33.4% | 47,754 | +18.4% | 0.00% | – |
| Q4 2018 | $527,000 | +39.8% | 40,325 | +68.7% | 0.00% | – |
| Q3 2018 | $377,000 | -3.8% | 23,907 | +2.5% | 0.00% | – |
| Q2 2018 | $392,000 | +2.1% | 23,315 | -0.1% | 0.00% | – |
| Q1 2018 | $384,000 | -15.0% | 23,334 | -10.2% | 0.00% | – |
| Q4 2017 | $452,000 | +20.9% | 25,971 | +22.3% | 0.00% | – |
| Q3 2017 | $374,000 | +11.0% | 21,243 | +7.1% | 0.00% | – |
| Q2 2017 | $337,000 | +37.0% | 19,842 | +35.8% | 0.00% | – |
| Q1 2017 | $246,000 | +2360.0% | 14,611 | +2335.2% | 0.00% | – |
| Q4 2013 | $10,000 | – | 600 | – | 0.00% | – |
Download | ||||||
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% |