HEQ John Hancock Diversified Income Fund: institutional ownership and insider trading
37 funds reported holding $41.0M of John Hancock Diversified Income Fund in their latest 13F filings; in Q2 2026 funds net bought $1.41M, with 4 new positions and 2 funds selling out; over the last 12 months insiders bought $25.6K and sold $0 on the open market.
Largest institutional holders of HEQ
- Karpus Management, Inc. — $10.4M
- Bulldog Investors, LLP — $6.33M
- BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) — $3.52M
- Pathstone Holdings, LLC — $2.67M
- COMMONWEALTH EQUITY SERVICES, LLC — $1.97M
- Invesco Ltd. (IVZ) — $1.83M
- ENVESTNET ASSET MANAGEMENT INC — $1.77M
- PRINCIPAL SECURITIES, INC. — $1.76M
- MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $1.64M
- BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC — $1.26M
Recent HEQ insider trades
- Jul 22, 2026: Bacic William K bought 308 shares ($3.54K)
- May 6, 2026: Hurtsellers Christine bought 1,037 shares ($12.0K)
- Jan 27, 2026: Phelan Kenneth J bought 905 shares ($10.0K)
- Apr 8, 2025: Wright Thomas Rowe bought 1,139 shares ($11.0K)
5%+ owners
- First Trust Portfolios L.P.: 8.9% (Schedule 13G/A, filed Jul 14, 2026)
- KARPUS MANAGEMENT, INC.: 7.5% (Schedule 13G, filed Aug 14, 2026)