We are live on
!
Find out more
HERZ
Herzfeld Credit Income Fund
HERZ
HERZ
12 hedge funds and large institutions have $2.72M invested in Herzfeld Credit Income Fund in 2013 Q2 according to their latest regulatory filings, with 12 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
12
Holders Change
+12
Holders Change %
–
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
No buyers this quarter
Top Sellers
No sellers this quarter
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TJHA
1
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $2.3M | +$2.38M | +34,808 | New |
|
|
DA
2
Doliver Advisors
Houston,
Texas
| $104K | +$108K | +1,580 | New |
|
|
BBPWM
3
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $87K | +$90.1K | +1,320 | New |
|
4
First Manhattan
New York
| $69K | +$70.4K | +1,031 | New |
|
|
U
5
UBS
Zurich,
Switzerland
| $56K | +$57.4K | +841 | New |
|
6
Bank of America
Charlotte,
North Carolina
| $53K | +$54.5K | +798 | New |
|
7
Citigroup
New York
| $30K | +$30.8K | +451 | New |
|
|
SSB
8
Sandy Spring Bank
Olney,
Maryland
| $17K | +$17.6K | +258 | New |
|
|
KTC
9
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $6K | +$5.94K | +87 | New |
|
|
LTFS
10
Ladenburg Thalmann Financial Services
Miami,
Florida
| $2K | +$1.84K | +27 | New |
|
11
Wells Fargo
San Francisco,
California
| – | +$68 | +1 | New |
|
|
TRCT
12
Tower Research Capital (TRC)
New York
| – | +$341 | +5 | New |
|
HERZ Hedge Fund Activity: Q2 2013 in Review
12 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Herzfeld Credit Income Fund (HERZ) for Q2 2013, worth a combined $2.72M.
Buyers outnumbered sellers: 12 funds opened new HERZ positions and 0 closed out — a net gain of 12 holders — while 0 added to existing stakes and 0 trimmed.
- 12 institutional investors held Herzfeld Credit Income Fund (HERZ) as of Q2 2013, up from 0 in Q1 2013.
- Funds reported $2.72M of Herzfeld Credit Income Fund stock for Q2 2013.
- 12 funds opened new Herzfeld Credit Income Fund positions in Q2 2013 and 0 closed out, a net change of +12 holders.
Based on aggregated 13F filings for Q2 2013.