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 2023
Institutional positions in John Hancock Diversified Income Fund as of Sep 30, 2023. 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
- 25
- +3 vs. Q2 2023
- Shares held
- 2.37M
- +66.4K (+2.9%) vs. Q2 2023
- Total value
- $22.7M
- −$2.15M (−8.7%) vs. Q2 2023
- New holders
- 5
- 11 more added
- Sold out
- 2
- 6 more reduced
Compare with Q2 2023: 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 2023
Shares, value and share of portfolio for each institution holding John Hancock Diversified Income Fund; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GWM Advisors LLC | 398 | $3.81K | 0.00% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 12,273 | $117.5K | 0.07% | 00.0% | Unchanged |
| Comerica Bank | 14,533 | $139.1K | 0.00% | +14,533 | New |
| Raymond James & Associates | 15,405 | $147.4K | 0.00% | −453−2.9% | Reduced |
| Advisor Partners II, LLC | 15,673 | $150.0K | 0.01% | +15,673 | New |
| NWF Advisory Services Inc. | 20,600 | $197.1K | 0.05% | 00.0% | Unchanged |
| Royal Bank of Canada | 23,037 | $220.0K | 0.00% | +9,767+73.6% | Added |
| CNH Partners LLC | 31,477 | $301.2K | 0.01% | +31,477 | New |
| 1607 Capital Partners, LLC | 31,936 | $305.6K | 0.02% | +31,936 | New |
| LPL Financial LLC | 32,618 | $312.1K | 0.00% | −537−1.6% | Reduced |
| Landscape Capital Management, L.L.C. | 33,435 | $320.0K | 0.04% | +13,788+70.2% | Added |
| Ameriprise Financial Inc | 33,797 | $323.4K | 0.00% | +22+0.1% | Added |
| UBS Group AG | 40,977 | $392.1K | 0.00% | −62,460−60.4% | Reduced |
| National Asset Management, Inc. | 44,836 | $429.1K | 0.01% | +1,996+4.7% | Added |
| Logan Stone Capital, LLC | 64,000 | $612.5K | 0.17% | +64,000 | New |
| Envestnet Asset Management Inc | 78,589 | $752.1K | 0.00% | −1,923−2.4% | Reduced |
| Guggenheim Capital LLC | 84,059 | $804.4K | 0.01% | +8,195+10.8% | Added |
| Advisor Group Holdings, Inc. | 106,820 | $1.02M | 0.00% | +19,419+22.2% | Added |
| Commonwealth Equity Services, LLC | 136,228 | $1.30M | 0.00% | −1,700−1.2% | Reduced |
| Wells Fargo & Company | 137,959 | $1.32M | 0.00% | +9,252+7.2% | Added |
| Bank of America Corp | 153,956 | $1.47M | 0.00% | +129,903+540.1% | Added |
| Wolverine Asset Management LLC | 160,695 | $1.54M | 0.03% | +88,209+121.7% | Added |
| Shaker Financial Services, LLC | 244,613 | $2.34M | 1.09% | +108,786+80.1% | Added |
| Invesco Ltd. | 282,819 | $2.71M | 0.00% | +38,499+15.8% | Added |
| Morgan Stanley | 567,071 | $5.43M | 0.00% | −382,598−40.3% | Reduced |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −59,800−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −9,600−100.0% | Sold out |