HERZ

Herzfeld Credit Income Fund, Inc. Common Stock
HERZ

Overview Fund Activity

17 hedge funds and large institutions have $6.24M invested in Herzfeld Credit Income Fund, Inc. Common Stock in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
17
Holders Change
–
Holders Change %
0%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
4
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$95K
2
UBS Group
UBS Group
Switzerland
+$57.3K
3
CCP
Clough Capital Partners
Massachusetts
+$54.1K
4
CL
CSS LLC
Illinois
+$6.22K
5
CAM
Costello Asset Management
Pennsylvania
+$1K

Top Sellers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
-$264K
2
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
-$210K
3
COLIM
City of London Investment Management
United Kingdom
-$128K
4
SFS
Shaker Financial Services
Virginia
-$119K
5
MC
Matisse Capital
Oregon
-$88.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$2.53M -$264K -57,843 -9%
COLIM
2
City of London Investment Management
United Kingdom
$899K -$128K -28,112 -12%
MC
3
Matisse Capital
Oregon
$622K -$88.6K -19,441 -12%
SFS
4
Shaker Financial Services
Virginia
$589K -$119K -26,139 -17%
CCP
5
Clough Capital Partners
Massachusetts
$450K +$54.1K +11,857 +14%
CL
6
CSS LLC
Illinois
$413K +$6.22K +1,362 +2%
TFCP
7
Twin Focus Capital Partners
Massachusetts
$222K -$37.2K -8,159 -14%
LNC
8
Lincoln National Corp
Pennsylvania
$153K -$20.9K -4,575 -12%
Morgan Stanley
9
Morgan Stanley
New York
$111K -$6.25K -1,366 -5%
Citadel Advisors
10
Citadel Advisors
Florida
$95K +$95K +20,923 New
UBS Group
11
UBS Group
Switzerland
$63K +$57.3K +12,482 +1,003%
Wells Fargo
12
Wells Fargo
California
$58K -$5.24K -1,145 -8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$22K +$862 +190 +4%
Osaic Holdings
14
Osaic Holdings
Arizona
$10K – – –
RE
15
RBC Europe
United Kingdom
$5.88K – – –
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
CAM
17
Costello Asset Management
Pennsylvania
$1K +$1K +312 New
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
– -$210K -53,465 Closed
CRC
19
Curi RMB Capital
Illinois
– -$62K -15,582 Closed