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 |
|---|---|---|---|---|---|
| Comerica Bank | 4,000 | $41.6K | 0.00% | +93+2.4% | Added |
| Silverlake Wealth Management LLC | 10,208 | $106.2K | 0.04% | 00.0% | Unchanged |
| Almitas Capital LLC | 12,667 | $131.7K | 0.04% | +12,667 | New |
| Landscape Capital Management, L.L.C. | 13,948 | $145.1K | 0.01% | −4,628−24.9% | Reduced |
| Kovack Advisors, Inc. | 16,987 | $176.7K | 0.02% | +2,128+14.3% | Added |
| Avantax Advisory Services, Inc. | 17,510 | $182.1K | 0.00% | +153+0.9% | Added |
| NWF Advisory Services Inc. | 19,200 | $199.7K | 0.03% | +19,200 | New |
| Karpus Management, Inc. | 22,593 | $235.0K | 0.01% | −450−2.0% | Reduced |
| Raymond James Financial Inc | 26,073 | $271.2K | 0.00% | +4,097+18.6% | Added |
| UBS Group AG | 26,638 | $277.0K | 0.00% | −20,328−43.3% | Reduced |
| LPL Financial LLC | 29,364 | $305.4K | 0.00% | −3,123−9.6% | Reduced |
| Robinson Capital Management, LLC | 30,308 | $315.2K | 0.13% | 00.0% | Unchanged |
| Royal Bank of Canada | 43,140 | $449.0K | 0.00% | +8,558+24.7% | Added |
| Advisor Group Holdings, Inc. | 43,595 | $453.4K | 0.00% | +22,547+107.1% | Added |
| Kestra Advisory Services, LLC | 46,500 | $483.6K | 0.00% | −764−1.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 52,124 | $542.1K | 0.10% | +10,475+25.2% | Added |
| Invesco Ltd. | 58,187 | $605.1K | 0.00% | +8,704+17.6% | Added |
| Ameriprise Financial Inc | 60,076 | $624.8K | 0.00% | +10,841+22.0% | Added |
| Pathstone Holdings, LLC | 64,742 | $672.9K | 0.00% | −4,631−6.7% | Reduced |
| Advisors Asset Management, Inc. | 65,374 | $679.9K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 88,582 | $921.3K | 0.02% | +61,665+229.1% | Added |
| Wells Fargo & Company | 98,594 | $1.03M | 0.00% | +15,884+19.2% | Added |
| Guggenheim Capital LLC | 100,570 | $1.05M | 0.01% | −25,235−20.1% | Reduced |
| Envestnet Asset Management Inc | 130,522 | $1.36M | 0.00% | −1,299−1.0% | Reduced |
| CNH Partners LLC | 134,107 | $1.39M | 0.03% | −4,975−3.6% | Reduced |
| 1607 Capital Partners, LLC | 143,675 | $1.49M | 0.12% | +43,173+43.0% | Added |
| Principal Securities, Inc. | 149,241 | $1.52M | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 153,537 | $1.60M | 0.00% | −375−0.2% | Reduced |
| Saba Capital Management, L.P. | 212,009 | $2.20M | 0.06% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 244,857 | $2.55M | 0.99% | −4,749−1.9% | Reduced |
| Bank of America Corp | 258,179 | $2.69M | 0.00% | +3,355+1.3% | Added |
| Morgan Stanley | 424,376 | $4.41M | 0.00% | −5,434−1.3% | Reduced |
| 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 |