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 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,706,577 | +2.8% | 282,819 | +15.8% | 0.00% | 0.0% |
| Q2 2023 | $2,633,769 | +5.5% | 244,320 | +13.9% | 0.00% | 0.0% |
| Q1 2023 | $2,495,717 | +39.8% | 214,593 | +38.2% | 0.00% | 0.0% |
| Q4 2022 | $1,785,583 | +5.0% | 155,268 | +7.6% | 0.00% | 0.0% |
| Q3 2022 | $1,700,000 | +24.8% | 144,329 | +24.7% | 0.00% | – |
| Q2 2022 | $1,362,000 | -15.0% | 115,698 | -6.1% | 0.00% | – |
| Q1 2022 | $1,603,000 | -22.3% | 123,230 | -22.3% | 0.00% | – |
| Q4 2021 | $2,062,000 | +12.1% | 158,605 | +8.1% | 0.00% | – |
| Q3 2021 | $1,840,000 | -28.3% | 146,665 | -24.2% | 0.00% | -100.0% |
| Q2 2021 | $2,568,000 | +0.4% | 193,576 | -8.9% | 0.00% | 0.0% |
| Q1 2021 | $2,559,000 | +3.6% | 212,397 | -1.6% | 0.00% | 0.0% |
| Q4 2020 | $2,469,000 | -5.5% | 215,806 | -12.8% | 0.00% | 0.0% |
| Q3 2020 | $2,613,000 | -8.1% | 247,495 | -2.2% | 0.00% | 0.0% |
| Q2 2020 | $2,844,000 | +8.9% | 253,020 | -1.5% | 0.00% | 0.0% |
| Q1 2020 | $2,611,000 | -31.2% | 256,938 | +1.0% | 0.00% | 0.0% |
| Q4 2019 | $3,794,000 | +8.4% | 254,396 | +0.6% | 0.00% | 0.0% |
| Q3 2019 | $3,501,000 | +10.9% | 252,974 | +13.0% | 0.00% | 0.0% |
| Q2 2019 | $3,158,000 | -0.9% | 223,931 | +3.4% | 0.00% | 0.0% |
| Q1 2019 | $3,186,000 | +25.1% | 216,490 | +11.2% | 0.00% | 0.0% |
| Q4 2018 | $2,546,000 | -2.0% | 194,635 | +18.1% | 0.00% | 0.0% |
| Q3 2018 | $2,599,000 | -17.6% | 164,870 | -12.1% | 0.00% | 0.0% |
| Q2 2018 | $3,155,000 | -17.4% | 187,666 | -19.2% | 0.00% | 0.0% |
| Q1 2018 | $3,820,000 | -20.1% | 232,328 | -15.4% | 0.00% | -50.0% |
| Q4 2017 | $4,781,000 | -6.8% | 274,641 | -5.7% | 0.00% | 0.0% |
| Q3 2017 | $5,131,000 | -7.5% | 291,237 | -10.7% | 0.00% | 0.0% |
| Q2 2017 | $5,546,000 | -3.7% | 326,226 | -4.5% | 0.00% | 0.0% |
| Q1 2017 | $5,759,000 | -1.8% | 341,553 | -8.5% | 0.00% | 0.0% |
| Q4 2016 | $5,867,000 | -6.4% | 373,163 | -3.3% | 0.00% | 0.0% |
| Q3 2016 | $6,269,000 | +14.5% | 386,007 | +5.6% | 0.00% | 0.0% |
| Q2 2016 | $5,477,000 | +7.2% | 365,374 | +5.1% | 0.00% | 0.0% |
| Q1 2016 | $5,107,000 | +3.5% | 347,646 | +1.9% | 0.00% | 0.0% |
| Q4 2015 | $4,932,000 | -10.0% | 341,069 | -10.4% | 0.00% | 0.0% |
| Q3 2015 | $5,478,000 | -12.5% | 380,657 | -3.0% | 0.00% | 0.0% |
| Q2 2015 | $6,264,000 | -2.4% | 392,458 | +0.4% | 0.00% | 0.0% |
| Q1 2015 | $6,415,000 | -4.1% | 390,716 | -4.7% | 0.00% | -33.3% |
| Q4 2014 | $6,689,000 | -5.0% | 409,864 | +1.7% | 0.00% | 0.0% |
| Q3 2014 | $7,042,000 | -8.7% | 403,084 | -3.1% | 0.00% | 0.0% |
| Q2 2014 | $7,715,000 | +10.7% | 415,875 | +4.5% | 0.00% | 0.0% |
| Q1 2014 | $6,969,000 | +4.0% | 398,011 | +1.4% | 0.00% | 0.0% |
| Q4 2013 | $6,702,000 | +11.6% | 392,602 | +8.8% | 0.00% | 0.0% |
| Q3 2013 | $6,003,000 | +14.8% | 360,953 | +16.5% | 0.00% | +50.0% |
| Q2 2013 | $5,231,000 | – | 309,711 | – | 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% |