HERZ

Herzfeld Credit Income Fund, Inc. Common Stock
HERZ

Overview Fund Activity

18 hedge funds and large institutions have $4.07M invested in Herzfeld Credit Income Fund, Inc. Common Stock in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
–
Holders Change %
0%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
$114K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$43.8K
3
CL
CSS LLC
Illinois
$616K
4
UBS Group
UBS Group
Switzerland
$747

Top Sellers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
$1.86M
2
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$50.5K
3
CA
Clearstead Advisors
Ohio
$0
4
MC
Matisse Capital
Oregon
$728K
5
CCP
Clough Capital Partners
Massachusetts
$238K
Name Holding Trade Value Shares
Change 		Shares
Change %
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$1.86M -$136K -40,314 -7%
MC
2
Matisse Capital
Oregon
$728K -$14.2K -4,237 -2%
CL
3
CSS LLC
Illinois
$616K +$15.9K +4,725 +3%
CCP
4
Clough Capital Partners
Massachusetts
$238K -$10.6K -3,152 -4%
LNC
5
Lincoln National Corp
Pennsylvania
$151K -$4.63K -1,377 -3%
WAM
6
Wolverine Asset Management
Illinois
$114K +$113K +33,697 +12,911%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$86K -$6.06K -1,798 -7%
TFCP
8
Twin Focus Capital Partners
Massachusetts
$50.9K -$2.27K -674 -4%
BBPWM
9
Blue Bell Private Wealth Management
Pennsylvania
$50.5K -$33.6K -9,979 -40%
BRWA
10
B. Riley Wealth Advisors
Florida
$44K -$4.38K -1,301 -9%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$43.8K +$43.8K +13,046 New
Wells Fargo
12
Wells Fargo
California
$37.2K -$568 -169 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$23K -$264 -78 -1%
Morgan Stanley
14
Morgan Stanley
New York
$17.8K -$6.25K -1,860 -26%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.33K -$881 -262 -21%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$3K -$43 -13 -1%
UBS Group
17
UBS Group
Switzerland
$747 +$747 +222 New
ME
18
McIlrath & Eck
Washington
$95 – – –
CA
19
Clearstead Advisors
Ohio
– -$17.2K -5,644 Closed