HERZ

Herzfeld Credit Income Fund
HERZ

Overview Fund Trends Analyst Outlook Journalist POV

16 hedge funds and large institutions have $5.45M invested in Herzfeld Credit Income Fund in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

more first-time investments, than exits

New positions opened: | Existing positions closed:

Holders
16
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
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
+$248K
2
+$203K
3
+$170K
4
FAM
Formidable Asset Management
Ohio
+$142K
5
TJHA
Thomas J. Herzfeld Advisors
Florida
+$141K

Top Sellers

1
-$120K
2
-$19.9K
3
-$12K
4
Creative Planning
Creative Planning
Kansas
-$9K
Name Holding Trade Value Shares
Change 		Change in
Stake
1
$3.97M
2
$408K
3
$302K
4
$248K
5
$142K
6
$118K
7
$80K
8
$56K
9
$42K
10
$32K
11
$25K
12
$10K
13
$9K
14
$7K
15
$2K
16
$1K
17
–
18
–
19
–