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, Q3 2021
Institutional positions in John Hancock Diversified Income Fund as of Sep 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
- 26
- +1 vs. Q2 2021
- Shares held
- 2.29M
- −212.4K (−8.5%) vs. Q2 2021
- Total value
- $28.7M
- −$4.47M (−13.5%) vs. Q2 2021
- New holders
- 4
- 7 more added
- Sold out
- 3
- 10 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding John Hancock Diversified Income Fund; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| American Portfolios Advisors | 100 | $1.25K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 238 | $2.00K | 0.00% | −645−73.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 900 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 858 | $11.0K | 0.00% | +858 | New |
| Citigroup Inc | 924 | $12.0K | 0.00% | −126−12.0% | Reduced |
| Harbour Investments, Inc. | 1,100 | $14.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 2,174 | $27.0K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 11,000 | $138.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 11,057 | $139.0K | 0.00% | +2,977+36.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 11,461 | $144.0K | 0.00% | −5,314−31.7% | Reduced |
| Cetera Advisor Networks LLC | 11,915 | $150.0K | 0.00% | −15,585−56.7% | Reduced |
| Mid Atlantic Financial Management Inc | 12,700 | $159.0K | 0.01% | +12,700 | New |
| Raymond James & Associates | 16,308 | $205.0K | 0.00% | +791+5.1% | Added |
| Bank of America Corp | 16,829 | $211.0K | 0.00% | −220−1.3% | Reduced |
| National Asset Management, Inc. | 17,461 | $220.0K | 0.01% | +2,075+13.5% | Added |
| Shaker Financial Services, LLC | 18,120 | $227.0K | 0.09% | +18,120 | New |
| Advisors Asset Management, Inc. | 36,786 | $462.0K | 0.01% | −45,864−55.5% | Reduced |
| Ameriprise Financial Inc | 68,994 | $866.0K | 0.00% | −44,941−39.4% | Reduced |
| Wells Fargo & Company | 87,570 | $1.10M | 0.00% | +14,056+19.1% | Added |
| UBS Group AG | 116,984 | $1.47M | 0.00% | +13,290+12.8% | Added |
| Commonwealth Equity Services, LLC | 122,467 | $1.54M | 0.00% | +7,947+6.9% | Added |
| Advisor Group Holdings, Inc. | 143,140 | $1.80M | 0.00% | −1,766−1.2% | Reduced |
| Invesco Ltd. | 146,665 | $1.84M | 0.00% | −46,911−24.2% | Reduced |
| Guggenheim Capital LLC | 205,118 | $2.57M | 0.02% | +83,526+68.7% | Added |
| Morgan Stanley | 1,224,523 | $15.4M | 0.00% | −185,882−13.2% | Reduced |
| Virtu Financial LLC | 0 | $0 | 0.00% | −14,390−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −4,651−100.0% | Sold out |
| Pinnacle Bancorp, Inc. | 0 | $0 | 0.00% | −2,450−100.0% | Sold out |