HERZ

Herzfeld Credit Income Fund
HERZ

22 hedge funds and large institutions have $13.2M invested in Herzfeld Credit Income Fund in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 14 reducing their positions, and 4 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership: →

more funds holding in top 10

Funds holding in top 10: →

less funds holding

Funds holding: →

less capital invested

Capital invested by funds: $ → $

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

64% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 14

Holders
22
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$246K
2
+$216K
3
+$212K
4
CL
Choreo LLC
Illinois
+$82.1K
5
EL
EMFO LLC
Florida
+$50.6K

Top Sellers

1
-$601K
2
-$301K
3
-$261K
4
LNC
Lincoln National Corp
Pennsylvania
-$212K
5
TFCP
Twin Focus Capital Partners
Massachusetts
-$153K
Name Holding Trade Value Shares
Change 		Change in
Stake
26
–
1
2