John Hancock Hedged Equity & Income FundHEQ
About: John Hancock Hedged Equity & Income Fund is a closed-end management investment company. Its investment objective is to provide total return with a focus on current income and gains and also consisting of long-term capital appreciation. It invests in various sectors such as financials, consumer discretionary, information technology, energy, healthcare, materials, real estate, consumer staples, short-term investments, and others.
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
3% more funds holding
Funds holding: 33 [Q3] → 34 (+1) [Q4]
0.41% more ownership
Funds ownership: 22.11% [Q3] → 22.52% (+0.41%) [Q4]
6% less capital invested
Capital invested by funds: $29.5M [Q3] → $27.8M (-$1.65M) [Q4]
13% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 15
Research analyst outlook
We haven’t received any recent analyst ratings for HEQ.
Financial journalist opinion









