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 2022
Institutional positions in John Hancock Diversified Income Fund as of Dec 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
- 21
- +4 vs. Q3 2022
- Shares held
- 2.04M
- −17.4K (−0.8%) vs. Q3 2022
- Total value
- $23.5M
- −$782.9K (−3.2%) vs. Q3 2022
- New holders
- 6
- 6 more added
- Sold out
- 2
- 8 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding John Hancock Diversified Income Fund; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GWM Advisors LLC | 398 | $5 | 0.00% | +398 | New |
| Money Concepts Capital Corp | 400 | $4.60K | 0.00% | +400 | New |
| Advisory Services Network, LLC | 2,227 | $25.6K | 0.00% | +2,227 | New |
| Sigma Planning Corp | 10,217 | $117.5K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 10,235 | $117.7K | 0.00% | +10,235 | New |
| Silverlake Wealth Management LLC | 12,273 | $141.1K | 0.09% | −1,450−10.6% | Reduced |
| Royal Bank of Canada | 13,059 | $150.0K | 0.00% | −1,950−13.0% | Reduced |
| Raymond James & Associates | 16,907 | $194.4K | 0.00% | +541+3.3% | Added |
| Bank of America Corp | 21,657 | $249.1K | 0.00% | −395−1.8% | Reduced |
| LPL Financial LLC | 24,814 | $285.4K | 0.00% | −3,055−11.0% | Reduced |
| Ameriprise Financial Inc | 28,857 | $332.0K | 0.00% | −36,837−56.1% | Reduced |
| National Asset Management, Inc. | 32,852 | $377.8K | 0.01% | +5,707+21.0% | Added |
| Envestnet Asset Management Inc | 35,221 | $405.0K | 0.00% | +35,221 | New |
| Shaker Financial Services, LLC | 77,172 | $887.5K | 0.42% | +77,172 | New |
| UBS Group AG | 95,748 | $1.10M | 0.00% | −16,218−14.5% | Reduced |
| Wells Fargo & Company | 113,682 | $1.31M | 0.00% | +4,699+4.3% | Added |
| Advisor Group Holdings, Inc. | 116,092 | $1.34M | 0.00% | +6,193+5.6% | Added |
| Commonwealth Equity Services, LLC | 137,815 | $1.58M | 0.00% | +965+0.7% | Added |
| Guggenheim Capital LLC | 144,089 | $1.66M | 0.01% | −32,050−18.2% | Reduced |
| Invesco Ltd. | 155,268 | $1.79M | 0.00% | +10,939+7.6% | Added |
| Morgan Stanley | 994,852 | $11.4M | 0.00% | −56,257−5.4% | Reduced |
| Csenge Advisory Group | 0 | $0 | 0.00% | −13,030−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −10,863−100.0% | Sold out |
| Strategic Wealth Advisors Group, LLC | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |