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, Q4 2021
Institutional positions in John Hancock Diversified Income Fund as of Dec 31, 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
- 19
- −6 vs. Q3 2021
- Shares held
- 2.36M
- +82.6K (+3.6%) vs. Q3 2021
- Total value
- $30.6M
- +$2.10M (+7.4%) vs. Q3 2021
- New holders
- 4
- 9 more added
- Sold out
- 10
- 4 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding John Hancock Diversified Income Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,097,554 | $14.3M | 0.00% | −126,969−10.4% | Reduced |
| Guggenheim Capital LLC | 253,496 | $3.29M | 0.02% | +48,378+23.6% | Added |
| Shaker Financial Services, LLC | 199,186 | $2.59M | 0.91% | +181,066+999.3% | Added |
| Invesco Ltd. | 158,605 | $2.06M | 0.00% | +11,940+8.1% | Added |
| Advisor Group Holdings, Inc. | 133,662 | $1.74M | 0.00% | −9,478−6.6% | Reduced |
| Commonwealth Equity Services, LLC | 130,184 | $1.69M | 0.00% | +7,717+6.3% | Added |
| UBS Group AG | 118,533 | $1.54M | 0.00% | +1,549+1.3% | Added |
| Wells Fargo & Company | 93,314 | $1.21M | 0.00% | +5,744+6.6% | Added |
| Ameriprise Financial Inc | 54,392 | $707.0K | 0.00% | −14,602−21.2% | Reduced |
| Bank of America Corp | 21,174 | $275.0K | 0.00% | +4,345+25.8% | Added |
| GWM Advisors LLC | 18,998 | $247.0K | 0.00% | +18,998 | New |
| Silverlake Wealth Management LLC | 18,013 | $234.2K | 0.13% | +18,013 | New |
| National Asset Management, Inc. | 17,618 | $230.0K | 0.01% | +157+0.9% | Added |
| Raymond James & Associates | 15,517 | $202.0K | 0.00% | −791−4.9% | Reduced |
| Royal Bank of Canada | 13,007 | $169.0K | 0.00% | +1,950+17.6% | Added |
| LPL Financial LLC | 10,303 | $134.0K | 0.00% | +10,303 | New |
| Patriot Financial Group Insurance Agency, LLC | 900 | $12.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 727 | $9.00K | 0.00% | +727 | New |
| American Portfolios Advisors | 100 | $1.30K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −36,786−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −11,915−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −11,461−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −2,174−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −924−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −858−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −238−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |