Who Owns HEQ?
John Hancock Diversified Income Fund — Institutional Ownership & 13F Holdings
$11.49
-0.11 (-0.95%)
Market Cap
$139.2M
Shares Outstanding
12,093,751
Institutional Holders
32
Total Inst. Value
$24.3M
% of Float Held
—
QoQ Holder Change
+6
Institutional data as of Q1 2025
New Positions
4
Closed Positions
5
Increased
13
Decreased
12
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $4.4M | 424,376 |
| 2 | BANK OF AMERICA CORP /DE/ | $2.7M | 258,179 |
| 3 | Shaker Financial Services, LLC | $2.5M | 244,857 |
| 4 | Saba Capital Management, L.P. | $2.2M | 212,009 |
| 5 | PRINCIPAL SECURITIES, INC. | $1.5M | 149,241 |
| 6 | 1607 Capital Partners, LLC | $1.5M | 143,675 |
| 7 | AQR Arbitrage LLC | $1.4M | 134,107 |
| 8 | GUGGENHEIM CAPITAL LLC | $1.0M | 100,570 |
| 9 | WELLS FARGO & COMPANY/MN | $1.0M | 98,594 |
| 10 | WOLVERINE ASSET MANAGEMENT LLC | $921K | 88,582 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +3K | $2.7M |
| 1607 Capital Partners, LLC | +43K | $1.5M |
| WELLS FARGO & COMPANY/MN | +16K | $1.0M |
| WOLVERINE ASSET MANAGEMENT LLC | +62K | $921K |
| AMERIPRISE FINANCIAL INC | +11K | $625K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| GUGGENHEIM CAPITAL LLC | -25K | $1.0M |
| UBS Group AG | -20K | $277K |
| MORGAN STANLEY | -5K | $4.4M |
| AQR Arbitrage LLC | -5K | $1.4M |
| Shaker Financial Services, LLC | -5K | $2.5M |
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Frequently Asked Questions
How many institutional investors hold HEQ?
As of Q1 2025, 32 institutional investors report holding HEQ (John Hancock Diversified Income Fund) in their 13F filings.
Which hedge fund owns the most HEQ?
The largest institutional holder of HEQ is MORGAN STANLEY with $4.4M in shares.
Are institutions buying or selling HEQ?
This quarter, 4 institutions opened new positions in HEQ and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.