HERZ

Herzfeld Credit Income Fund, Inc. Common Stock
HERZ

Overview Fund Activity

23 hedge funds and large institutions have $18.7M invested in Herzfeld Credit Income Fund, Inc. Common Stock in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.34%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
7
Increased
14
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
$7.5M
2
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$2.46M
3
MC
Matisse Capital
Oregon
$2.5M
4
CL
CSS LLC
Illinois
$1.45M
5
YCM
Yakira Capital Management
Connecticut
$1.2M

Top Sellers

1
WAM
Wolverine Asset Management
Illinois
$0
2
BFM
Boothbay Fund Management
New York
$0
3
AGM
Alpine Global Management
New York
$0
4
Wells Fargo
Wells Fargo
California
$3
5
UBS Group
UBS Group
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$7.5M +$6.08M +2,445,902 +430%
MC
2
Matisse Capital
Oregon
$2.5M +$1.95M +782,215 +351%
BBPWM
3
Blue Bell Private Wealth Management
Pennsylvania
$2.46M +$2.16M +868,891 +721%
CL
4
CSS LLC
Illinois
$1.45M +$1.35M +544,152 +1,428%
YCM
5
Yakira Capital Management
Connecticut
$1.2M +$1.2M +482,394 New
LSC
6
Logan Stone Capital
Illinois
$642K +$525K +210,970 +449%
LCM
7
Landscape Capital Management
New Jersey
$634K +$582K +233,956 +1,123%
CCC
8
Cable Car Capital
California
$630K +$630K +253,060 New
CCP
9
Clough Capital Partners
Massachusetts
$528K +$347K +139,432 +191%
LNC
10
Lincoln National Corp
Pennsylvania
$239K +$110K +44,161 +85%
HHGC
11
Hunting Hill Global Capital
New York
$230K +$230K +92,493 New
TFCP
12
Twin Focus Capital Partners
Massachusetts
$183K +$144K +57,841 +371%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$150K +$78K +31,349 +108%
LCS
14
Levin Capital Strategies
New York
$139K +$139K +55,873 New
IF
15
Intrua Financial
Texas
$67.5K +$67.5K +27,145 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$66K +$9.99K +4,014 +18%
VF
17
Virtu Financial
New York
$32K +$32K +12,875 New
Morgan Stanley
18
Morgan Stanley
New York
$26.4K +$12.5K +5,031 +90%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$26K +$8.99K +3,651 +53%
CHA
20
Carmichael Hill & Associates
Maryland
$5.31K +$5.31K +2,132 New
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$5K +$2.63K +998 +111%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.33K -$139 -56 -6%
Wells Fargo
23
Wells Fargo
California
$3 -$17.7K -5,893 -100%
WAM
24
Wolverine Asset Management
Illinois
– -$357K -125,578 Closed
BFM
25
Boothbay Fund Management
New York
– -$251K -88,117 Closed
1
2