HERZ
Herzfeld Credit Income Fund
HERZ
HERZ
12 hedge funds and large institutions have $18.1M invested in Herzfeld Credit Income Fund in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
less capital invested
Capital invested by funds: $ → $
14% less funds holding
Funds holding: 14 → 12 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Holders
12
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$3.92M | |
| 2 | +$839K | |
| 3 | +$597K | |
| 4 |
CL
Choreo LLC
Rockford,
Illinois
|
+$66.7K |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$35.8K |
Top Sellers
| 1 | -$123K | |
| 2 | -$89.7K | |
| 3 | -$54.6K | |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$23.4K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$20.9K |
