MORGAN STANLEY - JOHN HANCOCK HDG EQ & INC FD ownership

JOHN HANCOCK HDG EQ & INC FD's ticker is HEQ and the CUSIP is 47804L102. A total of 19 filers reported holding JOHN HANCOCK HDG EQ & INC FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of JOHN HANCOCK HDG EQ & INC FD
ValueSharesWeighting
Q3 2023$5,426,875
-47.0%
567,071
-40.3%
0.00%0.0%
Q2 2023$10,237,437
-8.5%
949,669
-1.3%
0.00%0.0%
Q1 2023$11,192,282
-2.2%
962,363
-3.3%
0.00%0.0%
Q4 2022$11,440,801
-7.6%
994,852
-5.4%
0.00%
-50.0%
Q3 2022$12,382,000
+1.3%
1,051,109
+1.2%
0.00%0.0%
Q2 2022$12,220,000
-11.9%
1,038,211
-2.6%
0.00%0.0%
Q1 2022$13,873,000
-2.8%
1,066,298
-2.8%
0.00%0.0%
Q4 2021$14,268,000
-7.2%
1,097,554
-10.4%
0.00%0.0%
Q3 2021$15,368,000
-17.9%
1,224,523
-13.2%
0.00%0.0%
Q2 2021$18,716,000
-5.7%
1,410,405
-14.4%
0.00%
-33.3%
Q1 2021$19,849,000
+14.3%
1,647,202
+8.5%
0.00%0.0%
Q4 2020$17,373,000
+47.7%
1,518,630
+36.4%
0.00%
+50.0%
Q3 2020$11,761,000
-3.8%
1,113,704
+2.4%
0.00%
-33.3%
Q2 2020$12,221,000
+191.5%
1,087,267
+163.5%
0.00%
+200.0%
Q1 2020$4,192,000
-29.4%
412,584
+3.6%
0.00%0.0%
Q4 2019$5,937,000
+3.6%
398,219
-3.8%
0.00%
-50.0%
Q3 2019$5,728,000
-10.4%
413,899
-8.8%
0.00%0.0%
Q2 2019$6,396,000
+2.4%
453,639
+6.9%
0.00%0.0%
Q1 2019$6,244,000
+25.2%
424,218
+11.2%
0.00%
+100.0%
Q4 2018$4,988,000
-32.6%
381,361
-18.8%
0.00%
-50.0%
Q3 2018$7,404,000
-8.5%
469,753
-2.4%
0.00%0.0%
Q2 2018$8,088,000
+5.7%
481,101
+3.3%
0.00%0.0%
Q1 2018$7,655,000
-28.8%
465,666
-24.5%
0.00%
-33.3%
Q4 2017$10,744,000
-6.9%
617,106
-5.8%
0.00%0.0%
Q3 2017$11,542,000
-11.4%
655,084
-14.5%
0.00%
-25.0%
Q2 2017$13,030,000
-52.7%
766,496
-53.1%
0.00%0.0%
Q1 2017$27,556,000
+1.9%
1,634,324
-5.0%
0.00%0.0%
Q4 2016$27,046,000
+113.6%
1,720,504
+120.6%
0.00%0.0%
Q3 2016$12,664,000
+147.3%
779,762
+128.2%
0.00%
+100.0%
Q2 2016$5,121,000
-5.3%
341,630
-7.2%
0.00%0.0%
Q1 2016$5,405,000
-11.3%
367,944
-12.7%
0.00%0.0%
Q4 2015$6,091,000
+8.4%
421,260
+7.9%
0.00%0.0%
Q3 2015$5,617,000
-11.8%
390,356
-2.2%
0.00%0.0%
Q2 2015$6,369,000
-3.8%
399,092
-1.1%
0.00%0.0%
Q1 2015$6,624,000
-4.7%
403,373
-5.3%
0.00%
-33.3%
Q4 2014$6,950,000
-7.0%
425,873
-0.4%
0.00%0.0%
Q3 2014$7,473,000
-7.1%
427,772
-1.4%
0.00%0.0%
Q2 2014$8,047,000
+7.5%
433,799
+1.5%
0.00%0.0%
Q1 2014$7,485,000
+8.0%
427,508
+5.3%
0.00%0.0%
Q4 2013$6,930,000
+23.2%
405,983
+20.1%
0.00%0.0%
Q3 2013$5,623,000
+20.5%
338,097
+22.4%
0.00%
+50.0%
Q2 2013$4,666,000276,2430.00%
Other shareholders
JOHN HANCOCK HDG EQ & INC FD shareholders Q1 2022
NameSharesValueWeighting ↓
Shaker Financial Services, LLC 234,031$2,471,0001.32%
Cornerstone Advisors, LLC 90,854$959,0000.09%
Advisors Asset Management, Inc. 264,542$2,794,0000.05%
Pinnacle Bancorp, Inc. 2,450$26,0000.02%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 18,700$195,0000.02%
GUGGENHEIM CAPITAL LLC 222,039$2,345,0000.02%
Cetera Advisor Networks LLC 40,300$426,0000.01%
WOLVERINE ASSET MANAGEMENT LLC 99,069$1,046,0000.01%
Ellis Investment Partners, LLC 1,998$21,0000.01%
Patriot Financial Group Insurance Agency, LLC 1,500$16,0000.01%
View complete list of JOHN HANCOCK HDG EQ & INC FD shareholders