HERZ

Herzfeld Credit Income Fund, Inc. Common Stock

21 hedge funds and large institutions have $4.69M invested in Herzfeld Credit Income Fund, Inc. Common Stock in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.56%
Holding in Top 10
โ€“
Holding in Top 10 Change
โ€“
Holding in Top 10 Change %
โ€“
% of All Funds
โ€“
New
6
Increased
4
Reduced
5
Closed
4
Calls
โ€“
Puts
โ€“
Net Calls
โ€“
Net Calls Change
โ€“
Name Holding Trade Value Shares
Change
Shares
Change %
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$2.97M +$20.3K +3,730 +0.7%
LPL Financial
2
LPL Financial
California
$468K -$399K -72,797 -46%
DA
3
Doliver Advisors
Texas
$196K +$196K +36,085 New
VKH
4
Virtu KCG Holdings
New York
$164K +$164K +30,208 New
RJA
5
Raymond James & Associates
Florida
$143K +$143K +26,353 New
TC
6
TFS Capital
Pennsylvania
$128K +$128K +23,576 New
BA
7
Bennicas & Associates
California
$123K โ€“ โ€“ โ€“
CLOS
8
Compagnie Lombard Odier SCmA
Switzerland
$114K +$2.83K +525 +3%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$84K +$84K +15,464 New
Morgan Stanley
10
Morgan Stanley
New York
$77K -$4K -736 -5%
Bank of America
11
Bank of America
North Carolina
$56K -$47.3K -8,734 -46%
Creative Planning
12
Creative Planning
Kansas
$53K โ€“ โ€“ โ€“
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$27K +$25.6K +4,768 +1,779%
Wells Fargo
14
Wells Fargo
California
$21K -$9.85K -1,816 -32%
SSB
15
Sandy Spring Bank
Maryland
$19K โ€“ โ€“ โ€“
US Bancorp
16
US Bancorp
Minnesota
$15K โ€“ โ€“ โ€“
UBS Group
17
UBS Group
Switzerland
$14K -$19.1K -3,588 -58%
Citigroup
18
Citigroup
New York
$7K โ€“ โ€“ โ€“
Deutsche Bank
19
Deutsche Bank
Germany
$7K โ€“ โ€“ โ€“
KTC
20
Kistler-Tiffany Companies
Pennsylvania
$5K +$115 +22 +2%
GWM
21
Geneos Wealth Management
Colorado
$1K +$1K +258 New
IA
22
IFP Advisors
Florida
โ€“ -$244K -47,597 Closed
FAM
23
Formidable Asset Management
Ohio
โ€“ -$99K -19,330 Closed
UFA
24
US Financial Advisors
Massachusetts
โ€“ -$80K -15,464 Closed
TRCT
25
Tower Research Capital (TRC)
New York
โ€“ -$1K -121 Closed