HERZ

Herzfeld Credit Income Fund, Inc. Common Stock

20 hedge funds and large institutions have $4.09M invested in Herzfeld Credit Income Fund, Inc. Common Stock in 2016 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$2.59M
DA
2
Doliver Advisors
Texas
$581K +$410K +86,321 +239%
LPL Financial
3
LPL Financial
California
$204K -$200K -42,274 -49%
RJA
4
Raymond James & Associates
Florida
$168K +$43.3K +9,150 +35%
BA
5
Bennicas & Associates
California
$107K
CLOS
6
Compagnie Lombard Odier SCmA
Switzerland
$102K
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$62K -$11.7K -2,449 -16%
Morgan Stanley
8
Morgan Stanley
New York
$53K -$14.3K -3,010 -21%
Creative Planning
9
Creative Planning
Kansas
$46K +$406 +86 +0.9%
Bank of America
10
Bank of America
North Carolina
$42K -$6.48K -1,382 -13%
IA
11
IFP Advisors
Florida
$39K +$39K +8,280 New
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$24K
UBS Group
13
UBS Group
Switzerland
$22K +$9.93K +2,159 +82%
SSB
14
Sandy Spring Bank
Maryland
$16K
US Bancorp
15
US Bancorp
Minnesota
$13K
Citigroup
16
Citigroup
New York
$6K
Deutsche Bank
17
Deutsche Bank
Germany
$6K
KTC
18
Kistler-Tiffany Companies
Pennsylvania
$5K
TRCT
19
Tower Research Capital (TRC)
New York
$4K +$4K +773 New
Wells Fargo
20
Wells Fargo
California
$2K -$12.8K -3,348 -86%
VKH
21
Virtu KCG Holdings
New York
-$164K -30,208 Closed
TC
22
TFS Capital
Pennsylvania
-$128K -23,576 Closed
GWM
23
Geneos Wealth Management
Colorado
-$1K -258 Closed