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 2022
Institutional positions in John Hancock Diversified Income Fund as of Sep 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
- 19
- −3 vs. Q2 2022
- Shares held
- 2.08M
- +11.0K (+0.5%) vs. Q2 2022
- Total value
- $24.5M
- +$150.1K (+0.6%) vs. Q2 2022
- New holders
- 3
- 9 more added
- Sold out
- 6
- 4 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding John Hancock Diversified Income Fund; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,051,109 | $12.4M | 0.00% | +12,898+1.2% | Added |
| Guggenheim Capital LLC | 176,139 | $2.08M | 0.02% | −10,634−5.7% | Reduced |
| Invesco Ltd. | 144,329 | $1.70M | 0.00% | +28,631+24.7% | Added |
| Commonwealth Equity Services, LLC | 136,850 | $1.61M | 0.00% | −1,758−1.3% | Reduced |
| UBS Group AG | 111,966 | $1.32M | 0.00% | +1,540+1.4% | Added |
| Advisor Group Holdings, Inc. | 109,899 | $1.29M | 0.00% | −13,568−11.0% | Reduced |
| Wells Fargo & Company | 108,983 | $1.28M | 0.00% | −16,070−12.9% | Reduced |
| Ameriprise Financial Inc | 65,694 | $774.0K | 0.00% | +5,631+9.4% | Added |
| LPL Financial LLC | 27,869 | $328.0K | 0.00% | +7,701+38.2% | Added |
| National Asset Management, Inc. | 27,145 | $320.0K | 0.01% | +5,725+26.7% | Added |
| Bank of America Corp | 22,052 | $260.0K | 0.00% | +5,304+31.7% | Added |
| Strategic Wealth Advisors Group, LLC | 18,000 | $212.0K | 0.01% | +18,000 | New |
| Raymond James & Associates | 16,366 | $193.0K | 0.00% | +198+1.2% | Added |
| Royal Bank of Canada | 15,009 | $177.0K | 0.00% | +261+1.8% | Added |
| Silverlake Wealth Management LLC | 13,723 | $161.7K | 0.11% | 00.0% | Unchanged |
| Csenge Advisory Group | 13,030 | $153.0K | 0.01% | +13,030 | New |
| Raymond James Financial Services Advisors, Inc. | 10,863 | $128.0K | 0.00% | +10,863 | New |
| Sigma Planning Corp | 10,217 | $120.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 100 | $1.18K | 0.00% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −51,927−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −2,174−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −1,385−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −365−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |