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, Q1 2022
Institutional positions in John Hancock Diversified Income Fund as of Mar 31, 2022. 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
- 18
- −1 vs. Q4 2021
- Shares held
- 2.11M
- −248.3K (−10.5%) vs. Q4 2021
- Total value
- $27.4M
- −$3.20M (−10.5%) vs. Q4 2021
- New holders
- 1
- 8 more added
- Sold out
- 2
- 7 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding John Hancock Diversified Income Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,066,298 | $13.9M | 0.00% | −31,256−2.8% | Reduced |
| Guggenheim Capital LLC | 232,644 | $3.03M | 0.02% | −20,852−8.2% | Reduced |
| Commonwealth Equity Services, LLC | 136,881 | $1.78M | 0.00% | +6,697+5.1% | Added |
| Advisor Group Holdings, Inc. | 128,978 | $1.68M | 0.00% | −4,684−3.5% | Reduced |
| UBS Group AG | 127,855 | $1.66M | 0.00% | +9,322+7.9% | Added |
| Invesco Ltd. | 123,230 | $1.60M | 0.00% | −35,375−22.3% | Reduced |
| Wells Fargo & Company | 96,496 | $1.26M | 0.00% | +3,182+3.4% | Added |
| Ameriprise Financial Inc | 59,206 | $772.0K | 0.00% | +4,814+8.9% | Added |
| Shaker Financial Services, LLC | 38,228 | $497.0K | 0.19% | −160,958−80.8% | Reduced |
| Bank of America Corp | 18,406 | $239.0K | 0.00% | −2,768−13.1% | Reduced |
| National Asset Management, Inc. | 17,619 | $230.0K | 0.01% | +10.0% | Added |
| Silverlake Wealth Management LLC | 17,613 | $229.1K | 0.13% | −400−2.2% | Reduced |
| Raymond James & Associates | 15,552 | $202.0K | 0.00% | +35+0.2% | Added |
| Royal Bank of Canada | 14,748 | $192.0K | 0.00% | +1,741+13.4% | Added |
| LPL Financial LLC | 11,795 | $153.0K | 0.00% | +1,492+14.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 900 | $12.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 465 | $6.00K | 0.00% | +465 | New |
| American Portfolios Advisors | 100 | $1.30K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 0 | $0 | 0.00% | −18,998−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −727−100.0% | Sold out |