WAM
HEQ

Wolverine Asset Management’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Wolverine Asset Management’s Portfolio HEQ Stock Details HEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-47,578
Closed -$511K – 1786
2025
Q4 		$511K Sell
47,578
-41,792
-47% -$449K ﹤0.01% 922
2025
Q3 		$952K Buy
89,370
+22,832
+34% +$243K 0.01% 754
2025
Q2 		$704K Sell
66,538
-22,044
-25% -$228K 0.01% 800
2025
Q1 		$921K Buy
88,582
+61,665
+229% +$645K 0.01% 712
2024
Q4 		$275K Sell
26,917
-11,156
-29% -$120K ﹤0.01% 970
2024
Q3 		$418K Sell
38,073
-24,630
-39% -$261K ﹤0.01% 900
2024
Q2 		$651K Sell
62,703
-42,067
-40% -$430K 0.01% 785
2024
Q1 		$1.1M Sell
104,770
-55,870
-35% -$569K 0.01% 625
2023
Q4 		$1.61M Sell
160,640
-55
-0% -$532 0.01% 583
2023
Q3 		$1.54M Buy
160,695
+88,209
+122% +$920K 0.02% 607
2023
Q2 		$781K Buy
+72,486
New +$788K 0.01% 741
2023
Q1 		– Sell
-10,235
Closed -$118K – 1978
2022
Q4 		$118K Buy
+10,235
New +$121K ﹤0.01% 1251
2021
Q2 		– Sell
-120,069
Closed -$1.45M – 2260
2021
Q1 		$1.45M Sell
120,069
-41,766
-26% -$487K 0.01% 531
2020
Q4 		$1.85M Buy
161,835
+62,766
+63% +$683K 0.01% 478
2020
Q3 		$1.05M Buy
+99,069
New +$1.11M 0.01% 553
2020
Q2 		– Sell
-182,617
Closed -$1.85M – 1632
2020
Q1 		$1.85M Buy
+182,617
New +$2.48M 0.03% 367
2019
Q4 		– Sell
-3,167
Closed -$43K – 1433
2019
Q3 		$43K Sell
3,167
-16,903
-84% -$235K ﹤0.01% 1231
2019
Q2 		$282K Buy
+20,070
New +$286K ﹤0.01% 979
2019
Q1 		– Sell
-135,808
Closed -$1.78M – 1519
2018
Q4 		$1.78M Buy
135,808
+132,299
+3,770% +$1.88M 0.02% 593
2018
Q3 		$55K Buy
+3,509
New +$56.6K ﹤0.01% 1339
2016
Q1 		– Sell
-102,945
Closed -$1.49M – 1388
2015
Q4 		$1.49M Buy
102,945
+59,934
+139% +$889K 0.03% 402
2015
Q3 		$618K Sell
43,011
-66,576
-61% -$1.02M 0.01% 626
2015
Q2 		$1.75M Buy
109,587
+8,002
+8% +$132K 0.04% 345
2015
Q1 		$1.67M Buy
101,585
+46,980
+86% +$772K 0.03% 337
2014
Q4 		$891K Buy
+54,605
New +$928K 0.02% 479

Other funds holding HEQ

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wolverine Asset Management's HEQ Position: Q1 2026 in Review

Wolverine Asset Management sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q1 2026, closing a stake of 47,578 shares — an estimated $511K sold.

Wolverine Asset Management first reported a position in HEQ in Q4 2014 and held it in 25 quarters. The position peaked at $1.85M in Q1 2020. 33 funds tracked by Wall St. Rank hold HEQ as of Q1 2026.

  • Wolverine Asset Management reported no remaining John Hancock Hedged Equity & Income Fund position as of Q1 2026 after selling out during the quarter.
  • Wolverine Asset Management sold 47,578 John Hancock Hedged Equity & Income Fund shares in Q1 2026, an estimated $511K.
  • Wolverine Asset Management first reported a position in John Hancock Hedged Equity & Income Fund in Q4 2014 and held it in 25 quarters.
  • Wolverine Asset Management's John Hancock Hedged Equity & Income Fund position peaked at $1.85M in Q1 2020.
  • 33 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q1 2026.

Based on Wolverine Asset Management's 13F filing for Q1 2026, filed 4 May 2026.