John Hancock Diversified Income Fund (HEQ) — SEC Filings
John Hancock Diversified Income Fund (HEQ) — 3 SEC filings. Latest: DEF 14A (Dec 11, 2025). Includes 2 DEF 14A, 1 SC 13G/A.
View John Hancock Diversified Income Fund on SEC EDGAR
Overview
John Hancock Diversified Income Fund (HEQ) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a DEF 14A filed on Dec 11, 2025: John Hancock Diversified Income Fund (HEQ) is holding its annual shareholder meeting on February 17, 2026, to elect six Trustees for a three-year term expiring at the 2029 Annual Meeting. The Board of Trustees recommends voting FOR all six nominees: James R. Boyle, Kristie M. Feinberg, Grace K. Fey,
Sentiment Summary
Across 3 filings, the sentiment breakdown is: 3 neutral. The dominant filing sentiment for John Hancock Diversified Income Fund is neutral.
Filing Type Overview
John Hancock Diversified Income Fund (HEQ) has filed 2 DEF 14A, 1 SC 13G/A with the SEC between Jan 2024 to Dec 2025.
Filings by Year
Recent SEC Filings (3)
| Date | Form | Description | Risk |
|---|---|---|---|
| Dec 11, 2025 | DEF 14A | John Hancock Diversified Income Fund Seeks Trustee Re-election | low |
| Dec 12, 2024 | DEF 14A | John Hancock Hedged Equity & Income Fund Files DEF 14A | low |
| Jan 19, 2024 | SC 13G/A | First Trust Amends John Hancock Hedged Equity Fund Stake |
Risk Profile
Risk Assessment: Of HEQ's 2 recent filings, 0 were flagged as high-risk, 0 as medium-risk, and 2 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Key Executives
- Kristie M. Feinberg
- James R. Boyle
- Grace K. Fey
- Christine L. Hurtsellers
- Hassell H. McClellan
- Kenneth J. Phelan
Industry Context
The John Hancock Diversified Income Fund operates within the closed-end fund industry, which faces competition from other income-focused investment vehicles, including other closed-end funds, open-end mutual funds, and ETFs. Trends in this sector often revolve around managing interest rate sensitivity, credit risk, and dividend sustainability to attract and retain income-seeking investors.
Top Tags
Proxy Statement (1) · Board Election (1) · Fund Governance (1) · Shareholder Meeting (1) · Closed-End Fund (1) · Investment Management (1) · Trustee Election (1) · proxy-statement (1) · fund-governance (1) · sec-filing (1)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Shares Outstanding | 12,093,752 | John Hancock Diversified Income Fund as of November 25, 2025 |
| Shares Owned by First Trust Portfolios L.P. | 1,731,980 | Representing 14.32% of Diversified Income Fund as of September 30, 2025 |
| Number of Trustees to be elected | 6 | For a three-year term ending at the 2029 Annual Meeting |
| Number of Independent Trustee nominees | 5 | Out of six nominees for election |
| Number of Non-Independent Trustee nominees | 1 | Kristie M. Feinberg, due to her role with the Advisor |
| Annual Meeting Date | 2026-02-17 | Scheduled for 2:00 P.M. Eastern time |
| Record Date | 2025-11-25 | For determining shareholders eligible to vote |
| Funds overseen by Kristie M. Feinberg | 172 | As a Trustee in the John Hancock Fund Complex |
| Conformed Period of Report | 20250218 | Indicates the period the filing is reporting on. |
| Filed as of Date | 20241212 | The date the filing was officially submitted to the SEC. |
Frequently Asked Questions
What are the latest SEC filings for John Hancock Diversified Income Fund (HEQ)?
John Hancock Diversified Income Fund has 3 recent SEC filings from Jan 2024 to Dec 2025, including 2 DEF 14A, 1 SC 13G/A. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of HEQ filings?
Across 3 filings, the sentiment breakdown is: 3 neutral. The dominant sentiment is neutral.
Where can I find John Hancock Diversified Income Fund SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all John Hancock Diversified Income Fund (HEQ) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for John Hancock Diversified Income Fund?
Financial highlights for John Hancock Diversified Income Fund are available when 10-K or 10-Q filings are enriched with AI analysis. Check back as new filings are processed.
What is the investment thesis for HEQ?
The investment thesis for HEQ includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at John Hancock Diversified Income Fund?
Key executives identified across John Hancock Diversified Income Fund's filings include Kristie M. Feinberg, James R. Boyle, Grace K. Fey, Christine L. Hurtsellers, Hassell H. McClellan and 1 others.
What are the main risk factors for John Hancock Diversified Income Fund stock?
Of HEQ's 2 assessed filings, 0 were flagged high-risk, 0 medium-risk, and 2 low-risk.
What are recent predictions and forward guidance from John Hancock Diversified Income Fund?
Forward guidance and predictions for John Hancock Diversified Income Fund are extracted from SEC filings as they are enriched.