John Hancock Diversified Income Fund
HEQ- Exchange
- NYSE
- SEC CIK
- 0001496749
In the last 90 days, John Hancock Diversified Income Fund insiders filed 1 open-market purchase and 0 sales; 36 institutions reported holding it in 13F filings for Q2 2026, worth $41.1M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in John Hancock Diversified Income Fund as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 25
- −1 vs. Q1 2021
- Shares held
- 2.50M
- −659.3K (−20.9%) vs. Q1 2021
- Total value
- $33.1M
- −$4.90M (−12.9%) vs. Q1 2021
- New holders
- 4
- 6 more added
- Sold out
- 5
- 7 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HEQ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 36 | $41.1M |
| Q1 2026 | 33 | $37.5M |
| Q4 2025 | 35 | $34.4M |
| Q3 2025 | 34 | $30.7M |
| Q2 2025 | 32 | $29.5M |
| Q1 2025 | 32 | $29.1M |
| Q4 2024 | 34 | $27.8M |
| Q3 2024 | 34 | $29.7M |
| Q2 2024 | 35 | $27.7M |
| Q1 2024 | 32 | $28.3M |
| Q4 2023 | 31 | $27.5M |
| Q3 2023 | 25 | $22.7M |
| Q2 2023 | 22 | $24.8M |
| Q1 2023 | 19 | $23.8M |
| Q4 2022 | 21 | $23.5M |
| Q3 2022 | 19 | $24.5M |
| Q2 2022 | 22 | $24.3M |
| Q1 2022 | 18 | $27.4M |
| Q4 2021 | 19 | $30.6M |
| Q3 2021 | 26 | $28.7M |
| Q2 2021 | 25 | $33.1M |
| Q1 2021 | 26 | $38.0M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding John Hancock Diversified Income Fund; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,410,405 | $18.7M | 0.00% | −236,797−14.4% | Reduced |
| Invesco Ltd. | 193,576 | $2.57M | 0.00% | −18,821−8.9% | Reduced |
| Advisor Group Holdings, Inc. | 144,906 | $1.92M | 0.00% | −39,729−21.5% | Reduced |
| Guggenheim Capital LLC | 121,592 | $1.61M | 0.01% | −91,458−42.9% | Reduced |
| Commonwealth Equity Services, LLC | 114,520 | $1.52M | 0.00% | +7,750+7.3% | Added |
| Ameriprise Financial Inc | 113,935 | $1.51M | 0.00% | +113,935 | New |
| UBS Group AG | 103,694 | $1.38M | 0.00% | +6,772+7.0% | Added |
| Advisors Asset Management, Inc. | 82,650 | $1.10M | 0.02% | −44,605−35.1% | Reduced |
| Wells Fargo & Company | 73,514 | $976.0K | 0.00% | +239+0.3% | Added |
| Cetera Advisor Networks LLC | 27,500 | $365.0K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 17,049 | $226.0K | 0.00% | −157,466−90.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 16,775 | $223.0K | 0.00% | +3,511+26.5% | Added |
| Raymond James & Associates | 15,517 | $206.0K | 0.00% | +252+1.7% | Added |
| National Asset Management, Inc. | 15,386 | $205.0K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 14,390 | $191.0K | 0.02% | +14,390 | New |
| Capital Investment Advisors, LLC | 11,000 | $146.0K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,080 | $107.0K | 0.00% | −50−0.6% | Reduced |
| Advisory Services Network, LLC | 4,651 | $62.0K | 0.00% | +4,651 | New |
| Pinnacle Bancorp, Inc. | 2,450 | $33.0K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 2,174 | $29.0K | 0.00% | +2,174 | New |
| Harbour Investments, Inc. | 1,100 | $15.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,050 | $14.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 900 | $12.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 883 | $11.0K | 0.00% | +772+695.5% | Added |
| American Portfolios Advisors | 100 | $1.33K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −120,069−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −57,474−100.0% | Sold out |
| Mid Atlantic Financial Management Inc | 0 | $0 | 0.00% | −34,800−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −2,028−100.0% | Sold out |