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 2022
Institutional positions in John Hancock Diversified Income Fund as of Jun 30, 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
- 22
- +4 vs. Q1 2022
- Shares held
- 2.07M
- −38.7K (−1.8%) vs. Q1 2022
- Total value
- $24.3M
- −$3.07M (−11.2%) vs. Q1 2022
- New holders
- 5
- 7 more added
- Sold out
- 1
- 7 more reduced
Compare with Q1 2022: 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 2022
Shares, value and share of portfolio for each institution holding John Hancock Diversified Income Fund; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,038,211 | $12.2M | 0.00% | −28,087−2.6% | Reduced |
| Guggenheim Capital LLC | 186,773 | $2.20M | 0.02% | −45,871−19.7% | Reduced |
| Commonwealth Equity Services, LLC | 138,608 | $1.63M | 0.00% | +1,727+1.3% | Added |
| Wells Fargo & Company | 125,053 | $1.47M | 0.00% | +28,557+29.6% | Added |
| Advisor Group Holdings, Inc. | 123,467 | $1.45M | 0.00% | −5,511−4.3% | Reduced |
| Invesco Ltd. | 115,698 | $1.36M | 0.00% | −7,532−6.1% | Reduced |
| UBS Group AG | 110,426 | $1.30M | 0.00% | −17,429−13.6% | Reduced |
| Ameriprise Financial Inc | 60,063 | $707.0K | 0.00% | +857+1.4% | Added |
| Shaker Financial Services, LLC | 51,927 | $611.0K | 0.30% | +13,699+35.8% | Added |
| National Asset Management, Inc. | 21,420 | $253.0K | 0.01% | +3,801+21.6% | Added |
| LPL Financial LLC | 20,168 | $237.0K | 0.00% | +8,373+71.0% | Added |
| Bank of America Corp | 16,748 | $197.0K | 0.00% | −1,658−9.0% | Reduced |
| Raymond James & Associates | 16,168 | $190.0K | 0.00% | +616+4.0% | Added |
| Royal Bank of Canada | 14,748 | $174.0K | 0.00% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 13,723 | $161.5K | 0.11% | −3,890−22.1% | Reduced |
| Sigma Planning Corp | 10,217 | $120.0K | 0.00% | +10,217 | New |
| CX Institutional | 2,174 | $26.0K | 0.00% | +2,174 | New |
| US Bancorp | 1,385 | $16.0K | 0.00% | +1,385 | New |
| Patriot Financial Group Insurance Agency, LLC | 900 | $11.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 365 | $4.00K | 0.00% | +365 | New |
| American Portfolios Advisors | 100 | $1.18K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −465−100.0% | Sold out |