HERZ

Herzfeld Credit Income Fund, Inc. Common Stock

20 hedge funds and large institutions have $4.36M invested in Herzfeld Credit Income Fund, Inc. Common Stock in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$1.62M +$41.5K +14,606 +3%
MC
2
Matisse Capital
Oregon
$634K +$17.8K +6,278 +3%
WAM
3
Wolverine Asset Management
Illinois
$357K +$260K +91,620 +270%
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$343K +$300K +105,504 +702%
BFM
5
Boothbay Fund Management
New York
$251K +$251K +88,117 New
AGM
6
Alpine Global Management
New York
$251K +$251K +88,117 New
CCP
7
Clough Capital Partners
Massachusetts
$207K +$5.83K +2,052 +3%
LNC
8
Lincoln National Corp
Pennsylvania
$147K +$19.4K +6,823 +15%
LSC
9
Logan Stone Capital
Illinois
$134K +$134K +47,016 New
CL
10
CSS LLC
Illinois
$108K -$413K -145,195 -79%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$82K +$9.63K +3,397 +13%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$64K +$26.9K +9,467 +73%
LCM
13
Landscape Capital Management
New Jersey
$59.2K +$59.2K +20,834 New
TFCP
14
Twin Focus Capital Partners
Massachusetts
$44.3K +$1.25K +438 +3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$19K +$270 +98 +1%
Wells Fargo
16
Wells Fargo
California
$16.8K -$14.7K -5,185 -47%
Morgan Stanley
17
Morgan Stanley
New York
$15.9K +$770 +271 +5%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$3K
Osaic Holdings
19
Osaic Holdings
Arizona
$2.82K
UBS Group
20
UBS Group
Switzerland
$184 -$444 -157 -71%
BRWA
21
B. Riley Wealth Advisors
Florida
-$44K -13,068 Closed
ME
22
McIlrath & Eck
Washington
-$95 -28 Closed