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, Q1 2024
Institutional positions in John Hancock Diversified Income Fund as of Mar 31, 2024. 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
- 32
- +1 vs. Q4 2023
- Shares held
- 2.70M
- −30.7K (−1.1%) vs. Q4 2023
- Total value
- $28.3M
- +$883.8K (+3.2%) vs. Q4 2023
- New holders
- 4
- 9 more added
- Sold out
- 3
- 16 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding John Hancock Diversified Income Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GWM Advisors LLC | 398 | $4.17K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 3,641 | $38.2K | 0.00% | +85+2.4% | Added |
| Blue Bell Private Wealth Management, LLC | 4,018 | $42.1K | 0.01% | −82−2.0% | Reduced |
| Quantedge Capital Pte Ltd | 11,474 | $120.4K | 0.05% | −1,800−13.6% | Reduced |
| Fisher Asset Management, LLC | 12,215 | $128.1K | 0.00% | +12,215 | New |
| Silverlake Wealth Management LLC | 12,273 | $128.7K | 0.07% | 00.0% | Unchanged |
| Raymond James & Associates | 17,139 | $179.8K | 0.00% | +140+0.8% | Added |
| NWF Advisory Services Inc. | 19,200 | $201.4K | 0.03% | −1,400−6.8% | Reduced |
| LPL Financial LLC | 29,760 | $312.2K | 0.00% | −27,886−48.4% | Reduced |
| UBS Group AG | 33,422 | $350.6K | 0.00% | −6,641−16.6% | Reduced |
| Royal Bank of Canada | 35,331 | $371.0K | 0.00% | −10,063−22.2% | Reduced |
| Ameriprise Financial Inc | 40,132 | $421.0K | 0.00% | +6,723+20.1% | Added |
| National Asset Management, Inc. | 44,836 | $429.1K | 0.01% | −2,573−5.4% | Reduced |
| Vima LLC | 38,620 | $449.2K | 0.52% | +38,620 | New |
| Pathstone Holdings, LLC | 51,872 | $544.1K | 0.00% | +4,524+9.6% | Added |
| 1607 Capital Partners, LLC | 61,666 | $646.9K | 0.05% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 62,271 | $653.2K | 0.01% | +62,271 | New |
| Logan Stone Capital, LLC | 63,100 | $661.9K | 0.14% | −20,309−24.3% | Reduced |
| Landscape Capital Management, L.L.C. | 69,343 | $727.4K | 0.06% | −6,336−8.4% | Reduced |
| Advisor Group Holdings, Inc. | 72,762 | $763.3K | 0.00% | −2,418−3.2% | Reduced |
| Wells Fargo & Company | 74,069 | $777.0K | 0.00% | −19,796−21.1% | Reduced |
| Envestnet Asset Management Inc | 78,533 | $823.8K | 0.00% | +17,243+28.1% | Added |
| Redhawk Wealth Advisors, Inc. | 100,110 | $1.05M | 0.17% | +100,110 | New |
| Wolverine Asset Management LLC | 104,770 | $1.10M | 0.02% | −55,870−34.8% | Reduced |
| Guggenheim Capital LLC | 112,536 | $1.18M | 0.01% | +35,757+46.6% | Added |
| Principal Securities, Inc. | 115,075 | $1.21M | 0.04% | −1,320−1.1% | Reduced |
| CNH Partners LLC | 130,589 | $1.37M | 0.05% | +29,391+29.0% | Added |
| Commonwealth Equity Services, LLC | 136,611 | $1.43M | 0.00% | +1,468+1.1% | Added |
| Shaker Financial Services, LLC | 200,374 | $2.10M | 0.81% | −22,102−9.9% | Reduced |
| Bank of America Corp | 266,642 | $2.80M | 0.00% | +26,616+11.1% | Added |
| Invesco Ltd. | 270,578 | $2.84M | 0.00% | −5,411−2.0% | Reduced |
| Morgan Stanley | 427,908 | $4.49M | 0.00% | −65,724−13.3% | Reduced |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −73,430−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −40,900−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,780−100.0% | Sold out |