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 2025
Institutional positions in John Hancock Diversified Income Fund as of Mar 31, 2025. 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
- −2 vs. Q4 2024
- Shares held
- 2.80M
- +77.9K (+2.9%) vs. Q4 2024
- Total value
- $29.1M
- +$1.30M (+4.7%) vs. Q4 2024
- New holders
- 2
- 13 more added
- Sold out
- 4
- 12 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding John Hancock Diversified Income Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 424,376 | $4.41M | 0.00% | −5,434−1.3% | Reduced |
| Bank of America Corp | 258,179 | $2.69M | 0.00% | +3,355+1.3% | Added |
| Shaker Financial Services, LLC | 244,857 | $2.55M | 0.99% | −4,749−1.9% | Reduced |
| Saba Capital Management, L.P. | 212,009 | $2.20M | 0.06% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 153,537 | $1.60M | 0.00% | −375−0.2% | Reduced |
| Principal Securities, Inc. | 149,241 | $1.52M | 0.03% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 143,675 | $1.49M | 0.12% | +43,173+43.0% | Added |
| CNH Partners LLC | 134,107 | $1.39M | 0.03% | −4,975−3.6% | Reduced |
| Envestnet Asset Management Inc | 130,522 | $1.36M | 0.00% | −1,299−1.0% | Reduced |
| Guggenheim Capital LLC | 100,570 | $1.05M | 0.01% | −25,235−20.1% | Reduced |
| Wells Fargo & Company | 98,594 | $1.03M | 0.00% | +15,884+19.2% | Added |
| Wolverine Asset Management LLC | 88,582 | $921.3K | 0.02% | +61,665+229.1% | Added |
| Advisors Asset Management, Inc. | 65,374 | $679.9K | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 64,742 | $672.9K | 0.00% | −4,631−6.7% | Reduced |
| Ameriprise Financial Inc | 60,076 | $624.8K | 0.00% | +10,841+22.0% | Added |
| Invesco Ltd. | 58,187 | $605.1K | 0.00% | +8,704+17.6% | Added |
| Blue Bell Private Wealth Management, LLC | 52,124 | $542.1K | 0.10% | +10,475+25.2% | Added |
| Kestra Advisory Services, LLC | 46,500 | $483.6K | 0.00% | −764−1.6% | Reduced |
| Advisor Group Holdings, Inc. | 43,595 | $453.4K | 0.00% | +22,547+107.1% | Added |
| Royal Bank of Canada | 43,140 | $449.0K | 0.00% | +8,558+24.7% | Added |
| Robinson Capital Management, LLC | 30,308 | $315.2K | 0.13% | 00.0% | Unchanged |
| LPL Financial LLC | 29,364 | $305.4K | 0.00% | −3,123−9.6% | Reduced |
| UBS Group AG | 26,638 | $277.0K | 0.00% | −20,328−43.3% | Reduced |
| Raymond James Financial Inc | 26,073 | $271.2K | 0.00% | +4,097+18.6% | Added |
| Karpus Management, Inc. | 22,593 | $235.0K | 0.01% | −450−2.0% | Reduced |
| NWF Advisory Services Inc. | 19,200 | $199.7K | 0.03% | +19,200 | New |
| Avantax Advisory Services, Inc. | 17,510 | $182.1K | 0.00% | +153+0.9% | Added |
| Kovack Advisors, Inc. | 16,987 | $176.7K | 0.02% | +2,128+14.3% | Added |
| Landscape Capital Management, L.L.C. | 13,948 | $145.1K | 0.01% | −4,628−24.9% | Reduced |
| Almitas Capital LLC | 12,667 | $131.7K | 0.04% | +12,667 | New |
| Silverlake Wealth Management LLC | 10,208 | $106.2K | 0.04% | 00.0% | Unchanged |
| Comerica Bank | 4,000 | $41.6K | 0.00% | +93+2.4% | Added |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −31,180−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −25,615−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −12,770−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −73−100.0% | Sold out |