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 2023
Institutional positions in John Hancock Diversified Income Fund as of Dec 31, 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
- 31
- +7 vs. Q3 2023
- Shares held
- 2.73M
- +379.8K (+16.1%) vs. Q3 2023
- Total value
- $27.5M
- +$4.95M (+22.0%) vs. Q3 2023
- New holders
- 7
- 9 more added
- Sold out
- 0
- 12 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding John Hancock Diversified Income Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GWM Advisors LLC | 398 | $4.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,780 | $17.9K | 0.00% | +1,780 | New |
| Comerica Bank | 3,556 | $35.7K | 0.00% | −10,977−75.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 4,100 | $41.2K | 0.01% | +4,100 | New |
| Silverlake Wealth Management LLC | 12,273 | $123.3K | 0.07% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 13,274 | $133.4K | 0.07% | +13,274 | New |
| Raymond James & Associates | 16,999 | $170.8K | 0.00% | +1,594+10.3% | Added |
| NWF Advisory Services Inc. | 20,600 | $207.0K | 0.04% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 33,409 | $335.8K | 0.00% | −388−1.1% | Reduced |
| UBS Group AG | 40,063 | $402.6K | 0.00% | −914−2.2% | Reduced |
| Marex Group plc | 40,900 | $411.0K | 0.02% | +40,900 | New |
| Royal Bank of Canada | 45,394 | $456.0K | 0.00% | +22,357+97.0% | Added |
| Pathstone Holdings, LLC | 47,348 | $475.8K | 0.00% | +47,348 | New |
| National Asset Management, Inc. | 47,409 | $476.5K | 0.01% | +2,573+5.7% | Added |
| LPL Financial LLC | 57,646 | $579.3K | 0.00% | +25,028+76.7% | Added |
| Envestnet Asset Management Inc | 61,290 | $616.0K | 0.00% | −17,299−22.0% | Reduced |
| 1607 Capital Partners, LLC | 61,666 | $619.7K | 0.04% | +29,730+93.1% | Added |
| Saba Capital Management, L.P. | 73,430 | $738.0K | 0.02% | +73,430 | New |
| Advisor Group Holdings, Inc. | 75,180 | $755.6K | 0.00% | −31,640−29.6% | Reduced |
| Landscape Capital Management, L.L.C. | 75,679 | $760.6K | 0.07% | +42,244+126.3% | Added |
| Guggenheim Capital LLC | 76,779 | $771.6K | 0.01% | −7,280−8.7% | Reduced |
| Logan Stone Capital, LLC | 83,409 | $838.3K | 0.17% | +19,409+30.3% | Added |
| Wells Fargo & Company | 93,865 | $943.3K | 0.00% | −44,094−32.0% | Reduced |
| CNH Partners LLC | 101,198 | $1.02M | 0.04% | +69,721+221.5% | Added |
| Principal Securities, Inc. | 116,395 | $1.17M | 0.04% | +116,395 | New |
| Commonwealth Equity Services, LLC | 135,143 | $1.36M | 0.00% | −1,085−0.8% | Reduced |
| Wolverine Asset Management LLC | 160,640 | $1.61M | 0.03% | −550.0% | Reduced |
| Shaker Financial Services, LLC | 222,476 | $2.24M | 0.92% | −22,137−9.0% | Reduced |
| Bank of America Corp | 240,026 | $2.41M | 0.00% | +86,070+55.9% | Added |
| Invesco Ltd. | 275,989 | $2.77M | 0.00% | −6,830−2.4% | Reduced |
| Morgan Stanley | 493,632 | $4.96M | 0.00% | −73,439−13.0% | Reduced |
| Advisor Partners II, LLC | – | – | – | – | Not filed |