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, Q2 2024
Institutional positions in John Hancock Diversified Income Fund as of Jun 30, 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
- 35
- +3 vs. Q1 2024
- Shares held
- 2.66M
- −37.4K (−1.4%) vs. Q1 2024
- Total value
- $27.7M
- −$673.9K (−2.4%) vs. Q1 2024
- New holders
- 6
- 15 more added
- Sold out
- 3
- 11 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding John Hancock Diversified Income Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GWM Advisors LLC | 398 | $4.13K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 871 | $9.05K | 0.00% | +871 | New |
| Comerica Bank | 3,729 | $38.7K | 0.00% | +88+2.4% | Added |
| Blue Bell Private Wealth Management, LLC | 4,907 | $51.0K | 0.01% | +889+22.1% | Added |
| Kovack Advisors, Inc. | 10,756 | $111.8K | 0.01% | +10,756 | New |
| Silverlake Wealth Management LLC | 12,273 | $127.5K | 0.05% | 00.0% | Unchanged |
| Nomura Holdings Inc | 12,300 | $127.8K | 0.00% | +12,300 | New |
| Susquehanna International Group, LLP | 17,392 | $180.7K | 0.00% | +17,392 | New |
| Quantedge Capital Pte Ltd | 17,420 | $181.0K | 0.07% | +5,946+51.8% | Added |
| Raymond James & Associates | 18,698 | $194.3K | 0.00% | +1,559+9.1% | Added |
| NWF Advisory Services Inc. | 19,200 | $199.5K | 0.03% | 00.0% | Unchanged |
| Karpus Management, Inc. | 22,743 | $236.3K | 0.01% | +22,743 | New |
| Royal Bank of Canada | 35,252 | $366.0K | 0.00% | −79−0.2% | Reduced |
| LPL Financial LLC | 35,929 | $373.3K | 0.00% | +6,169+20.7% | Added |
| UBS Group AG | 38,632 | $401.4K | 0.00% | +5,210+15.6% | Added |
| Ameriprise Financial Inc | 40,672 | $422.6K | 0.00% | +540+1.3% | Added |
| National Asset Management, Inc. | 48,914 | $508.2K | 0.01% | +4,078+9.1% | Added |
| Landscape Capital Management, L.L.C. | 56,047 | $582.3K | 0.05% | −13,296−19.2% | Reduced |
| Advisor Group Holdings, Inc. | 57,496 | $597.4K | 0.00% | −15,266−21.0% | Reduced |
| 1607 Capital Partners, LLC | 60,316 | $626.7K | 0.06% | −1,350−2.2% | Reduced |
| Wolverine Asset Management LLC | 62,703 | $651.5K | 0.01% | −42,067−40.2% | Reduced |
| Advisors Asset Management, Inc. | 65,340 | $678.9K | 0.01% | +3,069+4.9% | Added |
| Logan Stone Capital, LLC | 68,435 | $711.0K | 0.18% | +5,335+8.5% | Added |
| Pathstone Holdings, LLC | 72,970 | $758.2K | 0.00% | +21,098+40.7% | Added |
| Wells Fargo & Company | 73,046 | $758.9K | 0.00% | −1,023−1.4% | Reduced |
| Envestnet Asset Management Inc | 94,053 | $977.2K | 0.00% | +15,520+19.8% | Added |
| Principal Securities, Inc. | 114,384 | $1.19M | 0.03% | −691−0.6% | Reduced |
| Guggenheim Capital LLC | 129,376 | $1.34M | 0.01% | +16,840+15.0% | Added |
| Saba Capital Management, L.P. | 138,192 | $1.44M | 0.03% | +138,192 | New |
| Commonwealth Equity Services, LLC | 138,969 | $1.44M | 0.00% | +2,358+1.7% | Added |
| CNH Partners LLC | 151,001 | $1.56M | 0.04% | +20,412+15.6% | Added |
| Shaker Financial Services, LLC | 190,950 | $1.98M | 0.80% | −9,424−4.7% | Reduced |
| Invesco Ltd. | 221,985 | $2.31M | 0.00% | −48,593−18.0% | Reduced |
| Bank of America Corp | 236,987 | $2.46M | 0.00% | −29,655−11.1% | Reduced |
| Morgan Stanley | 391,551 | $4.07M | 0.00% | −36,357−8.5% | Reduced |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −100,110−100.0% | Sold out |
| Vima LLC | 0 | $0 | 0.00% | −38,620−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −12,215−100.0% | Sold out |