HEQ: John Hancock Diversified Income Fund insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Activist and 5% holders
| Filed | What | Holder | Stake | Change | Filing |
|---|---|---|---|---|---|
| 2026-08-14 | New 13G stake | KARPUS MANAGEMENT, INC. | 7.52% | SEC |
Institutional ownership (Q2 2026)
36 institutions reported holding $41.11M of John Hancock Diversified Income Fund on Form 13F (33 the quarter before). 4 opened a new position and 2 sold out. Shares held by institutions: +4%.
| Largest holders | Shares | Value |
|---|---|---|
| Karpus Management, Inc. | 909,620 | $10.44M |
| Bulldog Investors, LLP | 550,968 | $6.33M |
| BANK OF AMERICA CORP /DE/ | 306,653 | $3.52M |
| Pathstone Holdings, LLC | 232,244 | $2.67M |
| COMMONWEALTH EQUITY SERVICES, LLC | 171,821 | $1.97M |
| Invesco Ltd. | 159,131 | $1.83M |
| ENVESTNET ASSET MANAGEMENT INC | 154,332 | $1.77M |
| PRINCIPAL SECURITIES, INC. | 153,377 | $1.76M |
| MORGAN STANLEY | 142,939 | $1.64M |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 109,712 | $1.26M |
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